Billing and work-in-progress to invoice is the process of extracting time and expense records from practice management, validating rates and rules, and creating invoices for clients.
Automation extracts WIP records, applies billing rules and discounts automatically, and creates invoices in accounting software without manual intervention. The result is same-day invoice delivery with near-zero data entry errors.
The full workflow, from trigger to completion.
The automation is triggered when the billing period closes, signaling that WIP records are finalized and ready for invoice generation.
The automation pulls all finalized time entries and expenses for the billing period, filtering by billable status and matter code.
The automation cross-references each matter and attorney against the rate card rules stored, applying the correct hourly rates and billing caps.
The automation applies any negotiated discounts, retainer credits, or write-offs based on client agreements and prior instructions.
The automation creates each invoice with client details, line items, amounts, and matter codes, ready for review.
The automation sends each invoice to the client email address on file, with a standard billing message and invoice attachment.
The automation posts a summary confirming the number of invoices sent, total billing amount, and any exceptions requiring manual review.
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