Outcome and fee billing ties a settlement notice to a contingency fee calculation, a retainer check, and a client invoice. Handled manually, it drags across several people and tools, creating delays and calculation errors that surface after the invoice is already sent.
The automated version reads the settlement notice, applies the correct fee tier and retainer terms, and produces the invoice for review. Only exceptions above a set threshold need a human look, so invoices go out the same day instead of within a week.
The full workflow, from trigger to completion.
The automation platform watches the claims inbox for carrier settlement confirmations and starts the workflow automatically.
The automation parses the notice to pull the claim ID, settlement amount, and carrier reference.
The workflow fetches the client's retainer terms and applicable fee tier fee schedule.
The automation applies the tiered percentage, minimums, and caps to compute the exact fee due on the settlement.
If the calculated fee exceeds the auto-approval threshold, a alert routes it to the finance manager for a quick check.
An approved fee calculation automatically generates an itemized invoice.
The invoice and settlement summary are emailed to the client automatically.
The claim tracker is updated to show the invoice as sent and awaiting payment.
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