ModulawAI Adds One-Link Client Onboarding and Payments

In Short

ModulawAI has shipped a set of updates focused on client onboarding, billing, and internal handover. It also said it is now ISO/IEC 27001:2022 certified.

What Happened: How ModulawAI Handles Onboarding End To End

ModulawAI said firms can now take a prospect from first enquiry to an open case using a single link.

A firm shares an intake form and turns on “Starts client onboarding”. The prospect fills the form and becomes a lead. They can pay a consultation fee and then pick a time from the firm’s calendar. ModulawAI said nothing is confirmed and no invite goes out until the fee is paid. It also said clients are not charged twice.

If the client pays by mobile money, ModulawAI said the time is held while the firm confirms the payment. The consultation can happen on a ModulawAI call. Once both people join, ModulawAI marks it as completed, and files call notes to the case.

ModulawAI said the engagement letter can be drafted from the firm’s own template, reviewed internally, and sent for signature. After it is signed, an invoice is raised and sent.

What Happened: Billing Changes and More Ways To Get Paid

ModulawAI said every payment now ends up on an invoice with a receipt, even before there is a case. It also said the invoice follows the person from lead to client to case while keeping its number.

Each client now has a single money view with invoices, payments with receipts, credit notes, and refunds on one timeline, with totals per currency. When raising an invoice, ModulawAI said any money already paid can be offered as credit, and is only applied if the firm ticks it.

For payments, ModulawAI said firms can connect their own Flutterwave account so clients pay by card, bank transfer, or mobile money on Flutterwave’s page. It also said MTN MoMo can prompt clients on their phone to approve a payment, and that firms can connect an account for each country they collect in.

ModulawAI added that if more than one provider is switched on for a currency, clients can choose on the invoice page or consultation fee page. It also said it never holds the money, and that payment keys can only be used to take payments. If a provider reports money leaving the firm’s account, ModulawAI said everyone who manages payments at the firm gets an email.

What Happened: Leave Cover and “Ask ModulawAI” Updates

ModulawAI said firms can now set leave cover so a named colleague can record requisition payments and act on approvals during someone’s leave, but only if those permissions are ticked on. The colleague sees waiting approvals marked “Covering for”, and cannot approve or pay their own requests. ModulawAI said every change goes in the audit log, and both people get it in writing.

It also updated the Ask ModulawAI panel on a case to show what it is doing while drafting, open drafts in the editor over the case, and keep the conversation available when users go back.

Why It Matters

For law firms, the changes group intake, consultation fees, scheduling, documents, and invoicing into one tracked process. The billing and payment updates aim to reduce unmatched payments by tying receipts to invoices earlier, and the leave cover controls aim to reduce approval bottlenecks when key staff are away.