Billing
Invoices on the matter, paid by card, reconciled automatically.
Stripe connection
Billing runs on the firm's own Stripe account, connected once from Settings → Integrations. Until the connection is finished, billing surfaces stay out of the way.
Invoices
Invoices are created on the matter — flat fees at engagement, additional invoices as the work requires. The client pays by card from the portal (or from the emailed invoice link), and payment lands back on the invoice automatically: no marking things paid by hand, no reconciliation spreadsheet.
Receivables
The receivables board (Billing → Receivables) shows every open invoice grouped by where it stands, across all matters. Invoices that won't be collected can be waived with a reason, which keeps the board honest without deleting history.
Insurance-paid matters
For matters covered by a legal insurance plan, the payer can be the insurer rather than the client: provider plans are registered once, a covered matter records its coverage, and invoices to the insurer are tracked alongside client-paid ones.
Billing never gates the work
Payment status is its own axis. An unpaid invoice doesn't freeze drafting, and closing a matter doesn't bury what's still owed — it stays visible on the receivables board.