Lawmatics

Time & Billing

LMPay Registration

Payment Gateway (LMPay)

LMPay Surcharging

Trust Account

Set up LMPay, payment gateways, trust accounts, and surcharging.

Setting Up Billing & Payments

Invoices

Time and Billing Settings

Invoice Automation

Invoice Reminders

Recording Previous Invoice Payments

Payment Plans

Auto Pay on Installment Plans

Generate invoices, set up reminders, track payments, and manage installment plans.

Invoicing & Payments

Time Tracking

Expenses

Time Tracking & Invoices Settings

Track time and expenses, and configure related settings for accurate billing.

Time Tracking & Expenses

Time & Billing Standard Reports

Time & Billing Custom Reports

Access standard and custom time & billing reports for complete financial insight.

Financial Reporting

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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