Billing and disbursement invoicing closes out a completed property matter by reconciling receipts, calculating fees, and issuing an invoice. Manual reconciliation and multi-step sign-off routines slow down cash collection and invite line-item errors.
The automated version pulls fee and disbursement data directly from the matter file, applies fee and VAT rules consistently, and routes the draft for approval before sending. Invoices go out faster with fewer errors and a clear audit trail.
The full workflow, from trigger to completion.
A status change to Ready To Bill fires the workflow automatically.
The Billing Data retrieves fee entries and disbursement receipts for the matter.
The Invoice Calculation totals fees, applies VAT and itemises each disbursement.
A draft invoice is created with every line item populated from the calculated totals.
Invoices above the configured threshold route to a partner for a quick approval before sending.
The invoice is finalised and emailed to the client directly.
The matter is marked billed and the ledger balance is updated automatically.
A confirmation with invoice number and amount is posted to the billing team's channel.
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