Case Study

An immigration law firm stopped chasing Zelle payments and started getting paid on time

How a two-attorney immigration firm in California uses Salepager to send recurring Zelle invoices, track payment plans, and know exactly who paid and who didn't. No more spreadsheets. No more guessing.

See Salepager for Zelle → Get Started

The problem: one Zelle account, dozens of clients, zero visibility

This two-attorney immigration firm in California handles visa application filings that span roughly 10 months per client. Clients pay on retainer. Some pay monthly. Some pay twice a month. All payments come into a single Zelle account.

!

No way to match payments to clients. Zelle shows a name and an amount. With dozens of active retainers, the firm had no reliable way to tell who paid for what.
!

Clients fell months behind without anyone noticing. "You just get so busy. A client hasn't made a payment in six months and you had no idea."
!

Manual tracking ate hours every week. The firm tried spreadsheets, sticky notes, and memory. None of it scaled past a handful of clients.
!

Credit card processors were expensive. They used LawPay for PayPal and credit cards, but most clients preferred Zelle, especially clients with TIN accounts who don't have a Social Security number.

How the firm uses Salepager

Salepager replaced the spreadsheets, the guesswork, and the awkward "did you pay?" phone calls. Here is how the firm set it up.

Recurring monthly invoices

Each client gets a recurring invoice in Salepager. A typical engagement: $10,000 legal fee paid as $500/month over 10 months. Invoices go out automatically each month with that month's amount due.

Flexible due dates

Clients choose to pay on the 1st or the 15th of the month. The due date is specified in the contract and set per invoice in Salepager. No one-size-fits-all billing cycle.

Split down payments

Some clients make a $3,000 down payment, sometimes split across two days: $2,000 one day, $1,000 the next. Salepager tracks partial payments and applies them to the right invoice.

Separate line items

Each invoice includes both legal fees and government filing fees as separate line items. Clients see exactly what they are paying for. The firm keeps clean records for accounting.

Automated reminders

Salepager sends automated reminders each month with that month's invoice. No more chasing clients. No more "I forgot." The reminder does the work.

One Zelle account, full clarity

The firm uses a single Zelle account for all incoming payments. Salepager ties each payment to the right client and the right invoice, so nothing gets lost.

The dashboard: who paid, who didn't, what's outstanding

The firm's biggest need was a single screen that answered three questions instantly. Salepager's dashboard delivers all three.

Who paid this month

Green status for every client whose payment cleared. No more scrolling through Zelle transaction history.

Who hasn't paid yet

Yellow for upcoming, red for past due. The firm catches missed payments in days, not months.

Total outstanding balance

One number showing how much is owed across all active retainers. Past-due reminders go out automatically.

Client	Due Date	Amount	Status
Maria G.	1st	$500.00	Paid
Carlos R.	15th	$500.00	Paid
Ana L.	1st	$500.00	Due Soon
Jorge M.	15th	$500.00	Past Due
Lucia P.	1st	$500.00	Paid

The results: before and after Salepager

The firm went from losing track of payments to having complete visibility in under a week.

Missed payments since switching

Before Salepager, clients fell six months behind without anyone noticing. Now every missed payment triggers a reminder within days.

20¢

per $100 in Zelle volume

Compared to 2.9% + $0.30 on credit cards through LawPay, Salepager costs 20¢ per $100. On a $500 payment, that's $1 instead of $14.80.

5+ hrs

Saved per week on reconciliation

No more cross-referencing Zelle notifications with spreadsheets. The dashboard shows who paid, who didn't, and what's outstanding in one view.

You just get so busy. A client hasn't made a payment in six months and you had no idea. Salepager fixed that. Now I open the dashboard and I know exactly where every retainer stands. And at $1 for a $500 payment, it's totally worth the time saved.

Managing Attorney · Two-Attorney Immigration Firm, California · Salepager Customer

Ready to stop chasing payments?

Salepager handles recurring Zelle invoices, payment plans, split payments, and past-due reminders. If your clients pay via Zelle, Salepager gives you the dashboard you need.

Recurring monthly invoices with flexible due dates

Payment plans with split and partial payment tracking

Automated reminders and past-due notifications

20¢ per $100 instead of 2.9% credit card fees

Explore Salepager for Zelle →