Inaccurate Retainer Drawdowns
Manual tracking of retainer amounts can lead to inaccuracies, causing client dissatisfaction and potential disputes.
Mobile invoicing for Professional
Invoice app for Lawyers
InvoiceXpress gives lawyers access to quotes and invoices from the app, customer payment requests, payment, balance and credit records from an app for iOS and Android.
iOS and AndroidQuotes, invoices and records
The administrative work
Keep the details around each job clear
Lawyers often need to account for retainer drawdowns and court appearance fees. InvoiceXpress connects the customer, quote, invoice, payment and supporting records used for that work in an app for iOS and Android.
Time-Consuming Court Appearance Fee Tracking
Keeping track of court appearance fees manually is time-consuming and prone to errors, impacting your overall efficiency.
Complexity in Invoice Management
Managing multiple invoices and quotations can be overwhelming without a dedicated tool designed for the legal profession's needs.
Relevant features
InvoiceXpress tools for Lawyers
These capabilities are selected for the workflow described on this page.
Quotes and invoices from the app
Create, edit, preview and send quotations and invoices on iOS or Android. Convert an accepted quotation into an invoice without re-entering its customer or line items.
Customer payment requests
Request a full balance, percentage or exact amount, and provide a customer payment link or scan-to-pay QR code.
Payment, balance and credit records
Record full or partial payments, follow remaining balances, and handle overpayments, tips, refunds and customer credits in the related records.
A practical sequence
From job details to customer documents
Prepare the lawyers quote
Select or add the customer, reuse saved services or materials, enter the scope and pricing, then review the quotation preview.
Deliver the customer document
Email the quotation or invoice with relevant attachments, or share its customer page through the device share sheet.
Keep the related record current
Use the selected payment, balance and credit records tools alongside document activity, payment and balance records.
Explore related workflows
Invoice app pages by industry
FAQ
Invoice app questions for Lawyers
How can lawyers create and send invoices from a phone?
Lawyers can create, preview and send quotations or invoices in InvoiceXpress on iOS or Android. An accepted quotation can also be converted into an invoice without re-entering its customer and line items.
What can lawyers include in a quotation?
A quotation can include customer details, scope notes, reusable services or materials, quantities, units, taxes, discounts, photos and payment terms. Review the finished document before sending it.
Can a customer receive a payment request?
Yes. InvoiceXpress can request the full balance, a percentage or an exact amount through a customer payment link or scan-to-pay QR code.
Available on iOS and Android
Keep lawyers invoicing in the app
Create customer documents, record payments and expenses, and review business activity from iOS or Android.