Payment Scheduling
Managing payments can be a complex and time-consuming task for legal professionals. CASENGINE’s Payment Scheduling feature simplifies this process, enabling law firms to schedule client payments with ease, automate invoicing, and ensure that financial transactions are processed on time.
Automated Payment Plans
1. Flexible Installment Plans
Set up flexible installment payment plans for clients, allowing them to pay their legal fees over time rather than upfront. This helps build trust and maintain a strong client relationship.
2. Recurring Payment Setup
Automatically schedule recurring payments for long-term projects, ensuring that your firm receives regular payments without needing to send multiple invoices manually.
3. Adjustable Payment Dates
Modify payment dates and amounts as needed, giving both your firm and clients flexibility to accommodate changes in case timelines or client finances.
4. Automated Payment Receipts
Automatically send receipts to clients after each payment is processed, reducing administrative follow-up and providing clients with clear transaction records.
Automated Payment Plans
1. Flexible Installment Plans
Set up flexible installment payment plans for clients, allowing them to pay their legal fees over time rather than upfront. This helps build trust and maintain a strong client relationship.
2. Recurring Payment Setup
Automatically schedule recurring payments for long-term projects, ensuring that your firm receives regular payments without needing to send multiple invoices manually.
3. Adjustable Payment Dates
Modify payment dates and amounts as needed, giving both your firm and clients flexibility to accommodate changes in case timelines or client finances.
4. Automated Payment Receipts
Automatically send receipts to clients after each payment is processed, reducing administrative follow-up and providing clients with clear transaction records.
Payment Reminders and Alerts
Pre-Due Date Reminders
Set up automated reminders to be sent to clients a few days before their payment is due, ensuring that they are aware of upcoming deadlines.
Overdue Payment Alerts
Notify clients of overdue payments automatically, prompting them to take immediate action while maintaining a professional tone in all communications.
Customizable Reminder Templates
Use customizable templates to create personalized payment reminder emails and SMS messages, enhancing client communication while streamlining the follow-up process.
Internal Team Notifications
Set up internal notifications for your legal team to be aware of upcoming or missed payments, helping them stay informed and take action when necessary.
Secure Payment Processing
Protect sensitive client payment data with CASENGINE’s secure, integrated payment gateways, ensuring that all transactions are handled safely.
CASENGINE supports integration with popular payment gateways, allowing clients to pay via credit card, bank transfer, or other secure online methods.
Offer your clients access to secure, easy-to-use online portals where they can make payments, view their payment schedules, and track their payment history.
Ensure that all payment data is encrypted and securely processed, providing your firm and your clients with peace of mind.
CASENGINE adheres to PCI-DSS (Payment Card Industry Data Security Standard) compliance, ensuring that all payment processing is done according to the highest security standards.
Real-Time Payment Tracking and Reporting
Payment Status Dashboard
Monitor the status of all client payments from a centralized dashboard, including upcoming, pending, completed, and overdue payments.
Financial Reports and Analytics
Generate detailed financial reports that break down revenue, outstanding payments, and payment histories for better financial planning and decision-making.
Client Payment History
Access a full history of client payments, providing a clear audit trail and helping to resolve any payment disputes quickly and effectively.
Cash Flow Forecasting
Use CASENGINE’s built-in analytics tools to forecast your firm’s cash flow based on scheduled payments, helping you plan for future expenses and investments.
Get started today
See how CASENGINE can help your law firm get organized and practice more efficiently.