LawBilling & Finance

Collection Payment Receipts

Built for Law Firm Billing Teams.

Identify today’s collection payments, resend receipts to the right recipients, and update the corresponding case record and email tagging, reducing cross-system payment tracking for billing and finance teams.

Why this matters

The manual work this replaces

Collection payment receipts must be checked, recorded, and matched to the right case across systems.

What Caddi does

How the automation runs

  1. Neos
  2. Microsoft Outlook
  3. LawPay
  1. It uses LawPay to identify today’s collection payments and resend receipts to both required recipients.
  2. The case number is copied from LawPay and used to update the corresponding case in Neo’s with payment details.
  3. Finally, the payment receipt email is tagged with the case number in Outlook using Neo’s integration.
Value created

What changes after Caddi

Payment notifications and case payment records stay accurate and up to date.

Browse all
Law

Airtable Inbound Request to Base Row

Turn inbound request emails or form submissions into structured Airtable rows with the right linked records and owner, reducing manual triage for legal business development teams.

Law

Cash Receipt Reconciliation

Extract invoice and payment details from cash receipt emails and write them to the correct tracker row, reducing manual reconciliation work for billing and finance teams.

Law

Jira Email-to-Issue Triage

Read inbound support email, open the right Jira issue with priority and labels, and confirm back to the requester, reducing manual ticket creation for legal IT and operations teams.

See it on your stack

Want Collection Payment Receipts automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.