Billing Client billing & Client Account

Client billing

Pick a matter on the left, or create a new one. Each matter follows the same four steps:

  1. Deposit Request: asks the client to pay an advance into your Client Account (OMARA Consumer Guide attached).
  2. Payment Receipt: confirms the money arrived in the Client Account.
  3. Invoice: claims fees and disbursements, applying money from the Client Account.
  4. Itemised Statement of Services: lists the work done and reconciles the Client Account.

Email document

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Send Client Intake / EOI Portal

Matter ST-202633 ยท Automated Client Delivery

Recipient Client:
Smilu Client <client@example.com>