Update client card with invoice link and PDF attachment
Update client card with invoice link and PDF attachment
Your new invoices never reach client cards, leaving billing staff without case context or PDFs for follow up. Add invoice links and PDFs to cards so the team can process billing same day.
Overview
Invoices sitting outside case boards force manual lookups and slow collections; billing staff and attorneys lose context and time. This flow pins each invoice link and PDF to the client's card so the team can review and act on billing the same day.