How Law Firms Use Salesforce to Take Payments and Streamline Billing

Using Salesforce, law firms can send invoices and take payments in one place, saving time, reducing errors, and speeding up collections.

If you run a law firm and use Salesforce, chances are you’re not tapping into its full potential especially when it comes to billing and payments.

Between retainers, trust accounts, invoicing, and e-signatures, there’s a lot to manage. And if your team is still juggling spreadsheets or manual bank transfers, you’re wasting time and risking compliance issues.

Here are five ways modern law firms are using Salesforce to streamline billing, take payments, and stay organized without hiring more back-office staff:

1. Collecting Retainers and Advance Payments

Most firms require advance payments before work begins, but managing those payments outside your CRM creates confusion. With Salesforce, you can request retainers directly from an account or case, send clients a secure payment link, and automatically log the funds in your CRM with no manual tracking required.

2. Sending Agreements with E-Signature

Need a signed engagement letter before billing? Tools like DocuSign integrate seamlessly with Salesforce. Generate the agreement, send for signature, and automatically trigger the next steps like invoicing or payment requests, all from one place.

3. Issuing Invoices, Fast

Waiting on accounting to generate invoices slows down cash flow. In Salesforce, you can create and send professional, branded invoices in minutes. Add due dates, case references, and let clients pay online with no delays.

4. Applying Retainers to Invoices

Collected a retainer but need to apply it later? Salesforce makes it simple. You can track retainer balances, apply funds to open invoices, and give your clients full visibility without spreadsheets or manual reconciliations.

5. Managing Trust and Operating Accounts

Law firms must keep trust and operating accounts separate. With Salesforce and the right setup, you can route payments appropriately based on whether funds are earned or unearned, helping you stay compliant without extra tools.

Where Kulturra Fits In

Kulturra’s Payment Center app for Salesforce simplifies everything above.

Collect retainers and route funds to the correct account
Integrate e-signatures, invoicing, and payment tracking
Manage billing and payments in one system, in real time

No syncing issues. No jumping between platforms. Just clean, compliant, and efficient billing—all inside Salesforce.

Whether you’re a solo firm or a large practice, if you’re using Salesforce, the foundation is already in place. Kulturra adds the functionality you need to make billing and payments smarter.