If you have multiple client invoices to send, manually sending them one by one can be time-consuming and tedious. Lawcus provides a powerful automation feature that allows you to create workflows to streamline the invoice-sending process. By setting up an automated workflow, you can save time and effort by eliminating the need to send invoices manually every time. This article will guide you through the process of configuring the invoice creation workflow action in Lawcus.
Sample Workflow Scenario
Let's consider a scenario where you want to automate the process of sending an engagement letter to the client, generating an invoice, and forwarding the invoice's payment link.
Here's how you can set up the invoice creation workflow action to achieve this:
Click on the "Automation" option in the left side-bar menu of Lawcus.
Navigate to the "Workflows" tab and click the "+" button to add a new workflow.
Enter a name for your workflow (you can also provide a description if desired), specify the trigger type and source for your workflow, and click "Continue."
Select "Create Document" as a new action for your workflow and click "Next." Choose the relevant Matter/Lead ID and select a document template. Then, click "Continue + new action."
Configure a "Send Email" step by outlining the email content and attaching the document you previously prepared. Click "Continue + new action" to proceed.
Choose "Create Invoice" as a new action and click "Next." Set up the invoice parameters as required and click "Continue + new action."
Note: You can also map the matter rate while configuring the "Create Invoice" action, if necessary.
Select the "Send Email" action as the next step in your workflow. Set up this action by adding the payment link for the previously generated invoice in the email.
Finally, click "Save" to complete the workflow setup and save your progress.
By following these steps, you have successfully configured the invoice creation workflow action in Lawcus. Whenever a matter creation triggers this workflow, it will automatically send an engagement letter, generate an invoice, and forward the invoice's payment link, saving you valuable time and effort.
Note: Lawcus offers additional customization options and advanced features for workflows. Make sure to explore the various possibilities to tailor the workflow actions according to your specific requirements.
If you encounter any issues or need further assistance, feel free to reach out to our support team for help.