• MONITOR
  • AUDIT
  • ACTION
  • HUMAN

How to manage client invoices with your AI

Connect LawPay to your AI client to handle billing without leaving your chat. You can check who owes money and draft new bills instantly.

Ask AI about this page

Short answer

How can I use my AI to handle LawPay invoices?

Your AI uses LawPay tools to pull your current invoice list, check recent payment history, and create new invoices. This lets you monitor outstanding balances and bill clients directly from your conversation. You'll see exactly how it works below.

Billing outcomes

Where your billing data lands.

These are the results you get from connecting LawPay.

MONITOR

Track unpaid bills

The AI pulls your current invoice list so you can see exactly who hasn't paid yet.

AUDIT

Verify recent payments

You can check transaction history to confirm a client actually sent the funds.

ACTION

Draft new invoices

Tell your AI the amount and client details to generate a fresh invoice in LawPay.

HUMAN

Review and send

The AI prepares the data, but you remain in control of the final billing decisions.

The workflow

What your AI does when you ask about billing.

The AI acts as a bridge between your chat and your LawPay account.

  1. Check balances

    The AI looks up your current outstanding requests to find overdue amounts.

    list_invoices

  2. Confirm payments

    It scans your recent transaction history to match incoming funds to specific invoices.

    list_transactions

  3. Generate billing

    The AI creates a new invoice record based on the client and amount you specify.

    create_invoice

  4. Report status

    The AI summarizes the payment state of your clients in plain text.

    list_invoiceslist_transactions

Try it

Copy these to start.

Use these prompts to trigger LawPay actions.

Starting points

These are basic requests. Swap out the client names or amounts to fit your actual needs.

LawPay Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_EfrgXpNkpm46dJnLnO79PkVfdyyT9Q3lX8xcTB0j/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — LawPay capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "lawpay-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_EfrgXpNkpm46dJnLnO79PkVfdyyT9Q3lX8xcTB0j/mcp"
    }
  }
}
Copy into chat04

  • Show me all my outstanding invoices in LawPay.

  • Did the payment from Smith & Associates go through recently?

  • Create a new invoice for $500 for the Peterson account.

  • List all transactions from the last seven days to see what was paid.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect LawPay once, then ask.

Just link your account once. Your credentials stay encrypted, and you can start managing bills immediately.

Connect LawPay to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send the invoice to the client automatically?

    No. The AI can create the invoice in LawPay, but you must handle the actual delivery to the client.

  • 02

    Can the AI delete an invoice if I made a mistake?

    No. The available tools only allow for listing, creating, and viewing transactions. You must manage deletions manually in LawPay.

  • 03

    Can I see my total revenue through the AI?

    Yes, by asking the AI to list your recent transactions and summarizing the totals.

  • 04

    Does the AI have access to my bank account?

    No. It only interacts with the specific LawPay data provided by the tools.

  • 05

    Can I change the amount on an existing invoice?

    No. The AI can create new invoices, but it cannot modify existing ones.

  • More questions about LawPay? The Connector page answers them. See everything the LawPay Connector can do

Connect LawPay to Claude, Cursor, ChatGPT & more