New payment feature gives you full visibility into all things related to signed referral purchases! The benefits include:
- Centralized Billing - All attorney expenses charged to one firm payment method for simplified accounting and budget tracking
- Easy Receipt Access - All transaction receipts and payment history in one dashboard for quick expense reporting and audits
- Firm Payments - Will allow an organization to have one card for all match-fee payments.
To access your payment information, click the profile icon on the top right > firm setting > payments. From here you will be able to view/update your payment methods, and see payment history for all signed referrals. Additionally, you are able to add/view promo deals applied to your account! Attorneys and Case Managers will have full visibility into the payment tab and will be allowed to make changes.
For firm accounts, this feature will allow for the firm to use one card for all match-fee payments along with the ability to charge for all referral types!
If you have questions, please reach out to support@attorneyshare.com