We have a very standard initiation flat fee (depending on the matter type) and don’t require approval or manual submission. It should be part of the onboarding automation process.
Devanshi Kackar
Hello Natalia Dokim
In our workflows, we allow you to create invoices and send them to the clients directly from the workflow, thus automating your process.
In the workflow, you can choose a trigger for when you want the invoice to go out and then use the action Create Invoice
In the Create Invoice action, add a flat fee.
In this we can skip the approval process
Then use a second action, Send by Email, to send this invoice via email to the client.
In the email body, we can map the invoice link.
This will automate your process and needs no manual approval.
I hope this helps, incase you have any further questions please feel free to reachout to support@lawcus.com
Photo Viewer
View photos in a modal