¶ 1. Overview
The e‑Statement feature allows law firms to send clients a consolidated statement of all unpaid invoices directly from LawPractica. Each e‑Statement is delivered by email, includes a PDF statement, and uses a customizable email template to ensure consistent, professional communication.
This feature helps firms improve collections, maintain clear financial communication, and streamline billing follow‑ups.
¶ 2. Enabling e‑Statement for a Client
Before sending e‑Statements, the feature must be enabled for the specific client or matter.
¶ Steps (from Edit Client)
- Open Client Detail.
- Select Manage Client → Edit Client.
- Scroll to the e‑Invoice Configuration section.
- Enable Send e‑Statement of unpaid invoices.
- Select the Default Email Template for e‑Statement.
Save the client settings.
Once enabled, the client becomes eligible to receive manual or automated e‑Statements.
¶ 3. Customizing the e‑Statement Email Template
The e‑Statement email uses a template for the subject and body, which can be fully customized by the firm.
¶ How to Customize the Template
- Open Manage Email Templates (visible in your left window).
- Locate the e‑Statement Template.
- Edit the Subject and Body fields.
- Insert placeholders such as:
- Client name
- Statement date
- Total outstanding balance
- Firm signature
- Save the template.
¶ Template Benefits
- Ensures consistent firm‑approved messaging
- Allows branding and tone customization
- Automatically merges client‑specific data
- Can be adjusted before sending each e‑Statement
This gives firms complete control over communication style and content.
¶ 4. What the e‑Statement Includes
Each e‑Statement email contains:
- A PDF statement summarizing all unpaid invoices
- Invoice numbers and dates
- Outstanding balances
- Total amount due
- Client and matter details
This provides clients with a clear, consolidated view of their outstanding obligations.
¶ 5. Sending an e‑Statement
Users can send an e‑Statement from:
- Client Detail
- Invoices & Payments
- Billing workflows
¶ Sending Process
- Select Send e‑Statement.
- Review or edit the email template (subject + body).
- Confirm the recipient email address.
- Send the statement.
The system automatically attaches the PDF and logs the communication.
¶ 6. Email Delivery & Tracking
All e‑Statements sent to the client are recorded in:
- Communications
- Email Manager (if enabled)
The log includes:
- Date sent
- Recipient
- Email subject
- Template used
- Delivery status (if available)
This provides a complete audit trail for billing follow‑ups.
¶ 7. Integration with Other Features
e‑Statement integrates with:
- Invoices & Payments – Pulls unpaid invoice data
- Email Manager – Sends and logs emails
- Client Detail – Stores communication history
- Reports – Tracks outstanding balances and follow‑ups
- SMTP Settings – Sends emails from the firm’s domain
This ensures a unified and professional billing communication workflow.
¶ 8. Summary
The e‑Statement feature provides a streamlined way to send clients a consolidated summary of unpaid invoices. With customizable email templates, PDF attachments, and full communication tracking, it supports efficient collections and clear financial communication across the firm.