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Automate invoicing for every retainer, flat fee, and hourly case. Chase payments, track trust accounts, and keep your books spotless.
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No more digging through accounting software or spreadsheets. Just ask your AI billing agent in plain English.
Use one of the most common prompts below or use your own to begin
Real-time visibility into every retainer, trust balance, and fee arrangement across all your defense cases.
1,623
Invoices Sent
1,498
Payments Received
$28,600
Outstanding
$6,200
Overdue
95.1%
Collection Rate
Status
Client
Amount
When
Recent Payment Received
$4,200
1 hour ago
New Invoice Generated
$3,500
3 hours ago
Outstanding Balance
$2,800
5 days ago
Retainer Payment
$5,000
1 day ago
Service Invoice
$1,750
4 hours ago
From flat-fee DUIs to complex hourly felony cases, your AI handles the billing so your attorneys handle the defense.
The moment a retainer is signed, an invoice is generated with the correct fee structure, court costs, and payment schedule.
AI sends polite reminders for retainer replenishment and outstanding balances. No more awkward collection calls.
Clients pay from their phone via invoice link. Credit card, ACH, or installment plan. All in one clean page.
See exactly how much revenue each case type generates — DUI vs. felony vs. misdemeanor — with real-time dashboards.
AI monitors trust account balances and automatically sends replenishment invoices when balances drop below threshold.
AI maintains IOLTA compliance, tracks every trust transaction, and generates audit-ready reports for bar requirements.
Every invoice you forget to send, every payment you forget to chase — it all adds up to lost revenue.
of criminal defense firms say trust account management is their biggest billing headache
average revenue lost per year from unreplenished retainers and untracked court costs
average time firms wait to collect outstanding retainer balances without automated reminders
of retainer replenishment invoices are ignored when no automated follow-up is sent
Quick and simple setup. Connect your tools, import your data, and your AI billing manager starts working today.
Sync with Clio, MyCase, CosmoLex, or QuickBooks in minutes. No coding required.
Bring in your case list, fee agreements, and trust account data. We handle the migration.
Your AI billing manager starts tracking retainers and sending invoices from day one.
Join hundreds of criminal defense firms using AI to automate invoicing, manage trust accounts, and eliminate billing headaches.