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Automating Flat Fee Creation Using Workflow
Automating Flat Fee Creation Using Workflow

Automate flat fee creation with Lawcus workflows. Save time and standardize billing.

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

Flat fee billing arrangements are commonly used for legal projects that require a consistent approach. These projects may include property sale or lease contract drafting, deeds, operating business agreements, estate planning, and more. With Lawcus, you can easily standardize a workflow to automate the flat fee billing process.

Setting up a flat fee creation automation

To set up automation for flat fee creation, follow these steps:

  1. Access the Automation section in Lawcus and click β€œ+Add Workflow” to create a new workflow.

  2. Select the appropriate trigger type that will initiate the automation process. This could be based on a specific event or action, such as creating a new matter or receiving a client request. Once selected, click "Continue" to proceed.

  3. Choose the "Create Flat Fee" action from the available options, and then click "Next."

  4. Provide the necessary details for the flat fee. Once done, click "Save" to save the workflow.

    By following these steps, you can easily configure Lawcus to automate the creation of flat fees, saving you time and ensuring consistency in your billing process.
    Now, you can create the invoice either manually or through the workflow itself.

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