• UNPAID
  • PAID
  • MATTER
  • HUMAN

How to track client billing status with your AI

Connect LEAP Legal to your AI client to pull real-time financial data from your matters. You can query specific invoices or check payment histories through a simple chat interface.

Ask AI about this page

Short answer

How can I check my client's billing status?

Your AI pulls data directly from LEAP Legal to show you unpaid invoices, recent payments, or the total financial standing of a matter. You'll get specific details on what's owed and what's been paid.

Financial outcomes.

What you'll see.

Your AI handles the data retrieval so you can focus on the numbers.

UNPAID

Identify outstanding invoices

The AI scans for any bills that haven't been settled yet. You'll see exactly which clients owe money and how much.

PAID

Verify recent payments

Check the latest incoming funds to confirm a client has cleared their balance. This helps you keep your records current.

MATTER

Review matter financials

Get a snapshot of a specific case's financial health. You'll see the relationship between total billed amounts and total payments received.

HUMAN

Manual adjustments needed

The AI only reads and reports data. You still need to manually log into LEAP Legal to issue new invoices or change billing settings.

The workflow

What your AI does when you ask about billing.

The AI acts as a bridge between your chat interface and your LEAP Legal database.

  1. Locate the matter

    The AI identifies the specific legal matter you are asking about to ensure the financial data is contextually accurate.

    get_leap_matter

  2. Pull invoice data

    It gathers a list of all bills associated with that matter or client to find what is currently outstanding.

    list_leap_bills

  3. Check payment history

    The agent looks up recent transactions to see which payments have been applied to those bills.

    list_leap_payments

  4. Summarize status

    It pulls a specific bill's details to give you a clear view of a single transaction's status.

    get_leap_bill

Try it

Copy these to start.

Use these prompts to get immediate answers from your agent.

Starting points

These are basic ways to start a conversation. Swap out the names in brackets for your actual client or matter names.

LEAP Legal Software Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_xDmDmzzeGe2MDGdUIn9qG4gSkTFpxklYr5SzTKls/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 — LEAP Legal Software capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "leap-legal-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_xDmDmzzeGe2MDGdUIn9qG4gSkTFpxklYr5SzTKls/mcp"
    }
  }
}
Copy into chat04

  • Show me all unpaid bills for [Client Name].

  • What is the current financial standing of the [Matter Name] matter?

  • List the most recent payments made for [Client Name].

  • Give me the details for invoice [Invoice Number].

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

Start here

Connect LEAP Legal once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect LEAP Legal to your AI

FAQ

How this task behaves.

  • 01

    Can my AI create new invoices in LEAP?

    No. The AI can only read existing invoice and payment data.

  • 02

    Can I use this to change a client's billing address?

    No. This connection is for retrieving financial information, not for editing client profiles or matter details.

  • 03

    Does the AI see all my matters or just specific ones?

    The AI can access any matter you have permission to view in LEAP Legal, depending on how you phrase your request.

  • 04

    Can the AI delete a payment record?

    No. The AI does not have the capability to delete or modify any records in LEAP Legal.

  • 05

    How does the AI know which matter I am talking about?

    It uses the matter name or ID you provide in your prompt to find the correct data in your LEAP account.

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

Connect LEAP Legal Software to Claude, Cursor, ChatGPT & more