Billing & Payments: Invoices, Retainers, and Payments in One Place

Billing & Payments: Invoices, Retainers, and Payments in One Place

One-click invoicing, custom retainer agreements with e-signature, flexible payment collection through Stripe, and real-time tracking with QuickBooks integration.

Problem

Immigration law firms juggle billing across dozens or hundreds of cases. Creating invoices, sending retainers, tracking who's paid, chasing overdue payments, and getting data into your accounting system takes hours every week. Separate tools for billing, e-signature, and payments mean more logins, more manual work, and more things falling through the cracks.

LegalBridge brings billing into your case management workflow. Create invoices with one click, send retainers with built-in e-signature, collect payments through Stripe, and sync everything to QuickBooks.

How It Works

Create

Generate an invoice or retainer with one click from the case or billing dashboard

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Send

Email invoices and payment links directly to clients; copy yourself and team

Collect

Clients pay via Stripe, bank transfer, or Zelle; platform updates automatically

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Track

See who's paid, who's overdue, and outstanding balances; sync to QuickBooks

Feature Details

Feature Details

Invoicing & Payment Collection

Generate invoices in one click, create e-signable retainers, and collect payments flexibly through Stripe with shareable payment links.

One-Click Invoicing

Flexible Billing Models

Customizable Invoices

Retainer Generation with E-Signature

Flexible Payment Collection

Payment Links

One-Click Invoicing

Flexible Billing Models

Customizable Invoices

Retainer Generation with E-Signature

Flexible Payment Collection

Payment Links

Payment Plans & Recurring Payments

Not every client pays in full upfront. Set up payment schedules that work for your practice.

Options
  • Partial payments: Accept payments in installments

  • Recurring payments: Set up automatic recurring charges

  • Custom schedules: Define exactly how and when clients pay

  • Balance tracking: Always know what's been paid vs. what's outstanding

Financial Dashboard

Payment Tracking & Reporting

QuickBooks Integration

Payment Plans & Recurring Payments

Not every client pays in full upfront. Set up payment schedules that work for your practice.

Options
  • Partial payments: Accept payments in installments

  • Recurring payments: Set up automatic recurring charges

  • Custom schedules: Define exactly how and when clients pay

  • Balance tracking: Always know what's been paid vs. what's outstanding

Financial Dashboard

Payment Tracking & Reporting

QuickBooks Integration

Tracking & Accounting

Set up payment plans, track payments in real-time, view financial insights on your dashboard, and sync seamlessly with QuickBooks.

Connects to Your Entire Workflow

Billing is connected to your cases, clients, and operational data.

Connects To

How

Cases

Create invoices tied to specific applications

Client Profiles

Client information auto-fills into invoices and retainers

Intake

Retainers sent during intake flow with e-signature

Reporting

Payment data feeds into weekly check-in reports

QuickBooks

Automatic sync for accounting and tax purposes

Why LegalBridge?

With LegalBridge

One-click invoicing from any case

One-click invoicing from any case

Built-in e-signature included

Built-in e-signature included

All payment methods in one platform

All payment methods in one platform

Real-time payment status and outstanding balances

Real-time payment status and outstanding balances

Automatic QuickBooks sync

Automatic QuickBooks sync

Without LegalBridge

Creating invoices in separate billing software

Creating invoices in separate billing software

Paying for DocuSign for retainer signatures

Paying for DocuSign for retainer signatures

Juggling Stripe, bank transfers, and Zelle separately

Juggling Stripe, bank transfers, and Zelle separately

Manually tracking who's paid in spreadsheets

Manually tracking who's paid in spreadsheets

Entering billing data into QuickBooks manually

Entering billing data into QuickBooks manually

Security & Compliance

SOC 2 compliance

Type I and Type II certification in progress

SOC 2 compliance

Type I and Type II certification in progress

Data encryption

All data encrypted on AWS servers

Data encryption

All data encrypted on AWS servers

Expert insights

Available for law firms to enable for their team

Expert insights

Available for law firms to enable for their team

FAQs

FAQs

We’ve Got the Answers You’re Looking For

Quick answers to your questions.

How does AI drafting learn my firm's writing style?

How much time does AI drafting actually save?

What's included in exhibit assembly automation?

What's the typical ROI timeline?

What security measures protect client information?

Can I use the platform for both USCIS filings and consular processing?

Does the platform work for international clients?

What visa categories does the platform support?

Does LegalBridge integrate with accounting or time tracking systems?

How do I create multiple applications for the same client (e.g., N-600K for each child)?

How does AI drafting learn my firm's writing style?

How much time does AI drafting actually save?

What's included in exhibit assembly automation?

What's the typical ROI timeline?

What security measures protect client information?

Can I use the platform for both USCIS filings and consular processing?

Does the platform work for international clients?

What visa categories does the platform support?

Does LegalBridge integrate with accounting or time tracking systems?

How do I create multiple applications for the same client (e.g., N-600K for each child)?