Lawcus provides a powerful automation feature that allows you to create workflows to streamline the invoice creation and sending process. By setting up an automated workflow, you can save time and effort by eliminating the need to create and send invoices manually every time.
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.
Steps to Set Up the Invoice Creation Workflow Action
Click on the
Automationoption in the left side-bar menu of Lawcus.Navigate to the
Workflowstab and click the+ Add Workflowbutton to add a new workflow.Enter a
Namefor your workflow (you can also provide aDescriptionif desired).Specify
Matter Createdas theTrigger typeand define theStageandPipelinefor your workflow, and clickContinue.Select
Create Documentas a new action for your workflow, and clickNext. Choose the relevantMatter/Lead ID, and select aDocument Template. Then, clickContinue + new action.Configure a
Send Emailaction and clickNext. Set up the page with all required information such asFrom Team,Recipient,CC,Message,Subjectetc. You can use templates as well. ClickContinue + new actionto proceed.
Choose
Create Invoiceas a new action and clickNext. Set up the invoice parameters as required and clickContinue + new action.Note: You can also map the matter rate while configuring the "Create Invoice" action, if necessary.
You can also skip approval process and disable invoice reminders here as well.
Finally, click
Saveto complete the workflow setup and save your progress.
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.