Simple, Transparent Billing for Legal Service Operations
The Invoice Management feature in IntelServe helps agencies create, manage, and collect payments for completed work without relying on external billing tools. Built for process servers and private investigation teams, IntelServe connects billing directly to case activity, ensuring accuracy and faster payments
From invoice creation to secure client payments, every billing step remains organized and traceable inside the platform.
Admins and Case Managers can generate invoices directly from IntelServe once work on a case is completed or reaches a billable stage.
Invoices are linked to the relevant client and case, ensuring that billing details reflect actual services performed. This reduces manual data entry, prevents billing errors, and maintains a clear financial record for each case.
Invoices can be reviewed before sending, allowing teams to ensure accuracy and completeness before sharing them with clients.
IntelServe provides a secure and simple payment experience for clients. Clients can log in to their account, view outstanding invoices, and make payments directly through the platform.
The payment process is designed to be clear and professional, allowing clients to understand what they are being charged for while completing payments without friction. Once payment is made, invoice status is updated automatically, providing real-time visibility to both the client and the service provider.
All invoices, payment statuses, and billing history are stored within IntelServe. This centralized approach allows teams to track which invoices are paid, pending, or overdue without switching between multiple systems.By keeping billing tied directly to case records, IntelServe helps agencies maintain financial clarity and accountability.
Invoice payments are processed securely using integrated payment systems, ensuring client financial data is protected. Payment records remain attached to the corresponding invoice and case, supporting audits and internal financial tracking.
Accurate and timely billing is essential for legal service operations. IntelServe’s Invoice Management feature simplifies the entire process by linking invoices to real case data, providing a secure payment experience for clients, and giving teams clear visibility into their revenue.
IntelServe helps you turn completed work into collected revenue with less effort and greater transparency.