Trusts and estates attorney: capture fees at booking
Trusts and estates attorney: capture fees at booking
Trusts and estates attorneys lose consultation fees when bookings go unpaid, creating billing backlogs. This flow charges clients at booking so the attorney captures fees and avoids manual invoicing.
Overview
Solo trusts and estates attorneys risk billing backlogs and interrupted cash flow when consultations go unpaid. This workflow captures consultation fees at the point of booking, eliminating manual invoicing and protecting revenue while keeping focus on client work.
Notable Features
- Create payment charge at booking
- Attach payment to client record
- Notify attorney on charge success