Features/Billing & Invoicing
Smart Payments

Itemized invoices. Settlement stays yours.

Create itemized, per-matter invoices with fee schedules pulled from the country config pack. Clients settle with the provider you already use — there is no client-facing payment processor — and staff record each payment against the matter the moment it lands.

Book a Demo
Sandbox
$4,500.00
Total Due
Professional Fees (Stage 1)$2,500.00
Visa Application Charge$2,000.00
Marked paid by staff — settled outside the platform

Keep Your Provider

Clients settle with you the way they already do. Staff record each payment against the matter, and the ledger keeps receivables and payables in separate columns — they are never added together.

ReceivablePayableGovernment fee

Fees You Pay, Tracked Separately

Government charges the firm pays on a client's behalf — a visa application charge, a disbursement — are recorded as outbound, with their own kind and reference, so a receivables report is never inflated by money that went the other way.

Fee schedules come from the country config pack

Milestone Billing

Break professional fees into stage-based milestones — on intake, on lodgement, on decision. Each milestone is its own invoice; staff record payment against it as the client settles.

Multi-Currency

Invoice in USD, AUD, GBP, or CAD. Ideal for firms with international offices or clients.

Payment-Gated Workflow

Turn on blockProgressOnArrears and a matter cannot advance to the next stage while an invoice is overdue. No chasing, no exceptions.