CasEngine by CodEngines
Payment scheduling

Payment scheduling software for law firms.

Instalments that fall due from the fee agreement itself, bilingual reminders that go out without anyone writing them, and one view of what is owed and by whom.

The problem

Nobody at a law firm wants to be the person who chases money.

So the instalment that fell due in March gets mentioned in April, apologetically, at the end of a call about something else. The client is not refusing to pay. They are simply not being asked — and in the meantime the firm is financing the delay out of its own working capital.

How it works

From the agreement to the reminder.

  1. 01

    The schedule comes from the fee agreement

    Instalments fall due on a date, on reaching a stage of the litigation, on a payment stage, from recorded time, or as a fixed sum. Nobody keys a schedule separately, because the agreement already contains it.

  2. 02

    Each due has a life of its own

    A due is activated, then approved or rejected, and can be reverted — and the system refuses moves that make no sense. An approved instalment cannot be quietly cancelled; a cancelled one cannot be approved. Each row offers only the actions that are legal for it, and a bulk action on a mixed set is refused rather than half-applied.

  3. 03

    Reminders go out without a partner writing them

    Clients are reminded before and after a due date, in Arabic or English, with time-based and expense-based dues handled separately. How often they go is controlled, and reminders can be paused on a client you are mid-negotiation with — because the wrong automated email costs more than the invoice.

  4. 04

    One view of what is owed

    Client, matter, opposing party, responsible lawyer, office, amount, due date, invoice number, receipt date and payment mode, filtered however you need and exported to Excel or PDF when someone asks for it on paper.

  5. 05

    Money already held is counted

    A client who has already paid something on account is not chased for it: what they hold in credit is counted against what is due before any reminder goes out.

See it

The same thing, on screen.

What is owed, by whom, and how overdue it has become.

Outcomes

What changes for the firm.

In detail

Everything included, in one place.

Bilingual reminders, with a pause

Clients are reminded before and after a due date in Arabic or English. Frequency is controlled and reminders can be paused for a particular client — the automated email that arrives mid-negotiation costs more than the instalment is worth.

A due lifecycle the system enforces

Activate, approve, reject, revert — with illegal transitions refused rather than recorded. An approved instalment cannot be cancelled behind someone's back, and a bulk action containing one invalid row is rejected whole rather than applied in part.

Instalments from the fee agreement

Dues arise by date, by litigation stage, by payment stage, from recorded time, or as a fixed sum — taken from the matter's own agreement rather than maintained as a separate schedule that drifts from it.

Separate handling for time and expenses

Dues arising from recorded time and from disbursements are reminded on their own tracks, so a client is not chased for a court fee in the same breath as a fee note.

One view of what is owed

Client, matter, opposing party, responsible lawyer, office, amount, due date, invoice and receipt details in a single filterable list, exportable to Excel or PDF.

Paid in advance, not chased

What a client has paid ahead is counted before anything is chased, so an advance never reads as an arrear. The credit ledger itself lives on the accounting page.

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FAQ

Common questions about this feature.

Yes. Reminders go out before and after a due date in the client's language, with dues arising from recorded time and from disbursements handled on separate tracks. Frequency is controlled, and reminders can be paused for a client — which matters, because an automated chaser landing in the middle of a fee negotiation costs more than the instalment.

Related

Works with the rest of the platform.

See it on your own matters

A short walkthrough with our team, using the kind of work your team handles day to day.