Boag Law Firm: Automated Invoice Generation
Boag Law Firm eliminates manual invoicing with an intelligent billing system that pulls billable hours directly from their CRM and delivers formatted invoices to clients automatically.
The Challenge
Boag Law Firm tracked all billable hours, tasks, and client information in a custom CRM, but generating invoices remained an entirely manual process. Staff had to export data, format each invoice individually, and email them to clients one by one. What should have been a straightforward administrative task consumed hours of valuable time each billing cycle.
The manual process introduced opportunities for human error, delayed billing cycles, and pulled staff away from higher-value legal work. As the firm grew, the invoicing bottleneck became increasingly unsustainable.
Our Approach
An end-to-end automated billing system was engineered that connects directly to their CRM, extracts billable entries and client details, generates properly formatted invoices, and delivers them via email, all without manual intervention. The system dynamically handles hours, rates, task descriptions, and client contact information, transforming a recurring administrative burden into a seamless operation.
Implementation Phases
Audited existing CRM structure, mapped billable hour fields, client records, and rate configurations.
Designed professional invoice templates with dynamic fields for hours, rates, task breakdowns, and totals.
Built CRM integration, invoice generation engine, and automated email delivery system with proper formatting.
End-to-end testing across client scenarios, validation of calculations, and live deployment with monitoring.
System Architecture
Billable hours, rates, task descriptions, client data
CRM integration, invoice generation engine, email delivery system
Formatted invoices, automated client delivery
Results & Impact
Zero manual data entry or copy-pasting required
Administrative time redirected to billable work
Invoices generated and sent immediately when ready