accounts receivable automation · Custom ERP integration
Accounts receivable automation for law firms with Custom ERP integration.
Connect Custom ERP integration, encode the rules your team already follows and move every open invoice toward a documented outcome.
Map this workflowOperational fit
Built around how law firms actually bill.
matter-based fees, retainers and disbursements.
confidential, long-running matters require measured communication.
matter context or a disbursement query may sit outside the finance system.
send matter-sensitive exceptions to the responsible partner.
One controlled route from signal to outcome.
turn ledger changes into controlled next actions without replacing human ownership. Every automated action must explain its source data, policy match and owner.
- 01
Monitor open invoices
- 02
Evaluate policy and relationship context
- 03
Prepare or send the permitted action
- 04
Stop on a defined outcome
Custom ERP integration data contract
Use the ledger as truth. Add the decision layer it lacks.
A scoped integration supplies the minimum receivables events needed for monitoring, decisions and outcome updates. Agree source ownership, field mapping, update frequency, failure handling and security review during implementation.
Evidence remains attached to the decision.
For this workflow, DueHello keeps source status, policy decision, communication and outcome. The team can see what happened without reconstructing it from inboxes.
source status
policy decision
communication and outcome
Questions before you put it into production.
How is accounts receivable automation used by a law firm?+
DueHello monitors matter-based fees, retainers and disbursements, applies the configured receivables policy and records why each action was sent, paused or routed to matter partner and finance manager.
What data does DueHello use from Custom ERP integration?+
The workflow uses stable invoice and customer keys, balance and lifecycle status, dates, entity and currency, exceptions, payments and ownership. A scoped integration supplies the minimum receivables events needed for monitoring, decisions and outcome updates.
What stops the accounts receivable automation workflow?+
The workflow stops or changes route when payment, reply, dispute, promise to pay or a policy exception. DueHello then send matter-sensitive exceptions to the responsible partner.
Does DueHello replace the finance or account team?+
No. DueHello performs the permitted follow-up and brings exceptions to the accountable person with the context and evidence needed to decide.
Map this against real invoices.
Bring one month of matter-based fees, retainers and disbursements. We will map the policy, exceptions and Custom ERP integration data route with your team.
Book a demo