Flexible Invoicing

Bill by phase, hour, or plan using advanced billing options tailored to each client and matter.

Key features

What you get with Flexible Invoicing

Support flat fee, milestone, recurring, or hourly.

Review and edit invoices before sending.

Bill against retainers or trust balances.

Split invoices across parties.

Use branded invoice layouts.

Apply credits or discounts when needed.

Keep exploring

Convert prospects into clients with intelligent forms and real-time conflict checks.

Trigger deadlines, checklists, and document templates automatically based on matter stages.

AI-tagged document storage with access control and instant retrieval.

From intake to invoicing, streamline workflows, automate tasks, and delight clients, all in one unified platform.