What You Get With This Integration
- Send 8am LawPay invoices from Lawmatics, manually or via automation
- Create custom invoice types
- Trigger an automation when a particular invoice type is paid
- View a history of all 8am LawPay invoices sent from Lawmatics as well as their status
Integration Feature Details
Send invoices
Upon connecting Lawmatics to 8am LawPay, seamlessly send invoices via Lawmatics, no further setup required. Payment collection will continue to take place in 8am LawPay.
Automate invoicing process
Invoices can be delivered via automation and they can be used to trigger an automation upon payment. Use custom invoice types to trigger different actions when different types of invoices are paid, such as a consultation fee vs. a retainer fee.
LawPay / View invoice status
Easily access a list of all 8am LawPay invoices sent via Lawmatics as well as key data such as the invoice status and what matter it pertains to.
Implementation Blueprint
Estimated timeline: 2 to 4 weeks depending on scope, mapping complexity, and QA depth.
- Align the 8am LawPay business outcome with your intake and matter workflow.
- Map data fields and ownership between systems before any automation is enabled.
- Configure sync triggers, guardrails, and notifications for edge-case handling.
- Run staged QA with real scenarios and sign-off criteria from operations leadership.
- Publish SOPs and assign ongoing ownership for changes, monitoring, and resyncs.
QA and Handoff Controls
QA Checklist
- New records appear in the destination tool with required fields populated.
- Updates sync correctly without creating duplicates or overwriting approved values.
- Failure states are logged and routed to a named owner.
- Reporting views match expected counts before and after go-live.
Common Handoff Risks
- Unmapped or renamed fields can silently break downstream automations.
- Inconsistent ownership creates delays in triage when sync issues appear.
- Missing QA gates can push bad data into reporting and billing workflows.
MHSB Integration Notes
MHSB Implementation Perspective
MHSB configures and optimizes the 8am LawPay + Lawmatics workflow so your intake handoff, matter updates, and follow-up automations stay consistent as your firm scales.
Source-Aligned Overview
Send your 8am LawPay invoices directly from Lawmatics, either manually or via automation. All payments will still be collected through 8am LawPay, with Lawmatics acting as an intermediary for distributing invoices to clients as part of your workflow.
Supplemental Guidance
In order to send invoices and receive payment via automations through our 8am LawPay integration you will need to have invoice types set up. In order to create invoice types, simply navigate to the Settings page and select Integrations form the left side navigation panel, then click on LawPay. If you have not already connected your LawPay account, make sure to do that first. Once it is connected, you will see a section on this page entitled ‘Invoice Types’, as depicted below.
Setup Focus
Common setup path from supplemental documentation: Resending a Pending Invoice.
