Introducing Organization Billing Admins: A Smarter Way to Manage Billing in GoldFynch

Managing billing for large-scale eDiscovery projects doesn’t have to be complicated. Suppose you’re running a law firm or legal service provider with multiple clients and cases. In that case, you already know how vital it is to keep finances streamlined, without compromising sensitive case data. That’s why GoldFynch is rolling out a new role explicitly built for this purpose: Organization Billing Admins.

This new feature is designed to help teams scale smarter, delegate more effectively, and manage eDiscovery billing at the organizational level without compromising control over case access. Here’s what you need to know.

What is an organization billing admin?

Organization billing admins are a new role in GoldFynch Organizations that allows you to assign billing responsibilities to users without granting them access to case files or data.

This role is ideal for accounting staff, office managers, or external bookkeepers who need to handle invoices and payments but should not have access to confidential or privileged documents.

Key permissions for billing admins:

Members assigned the billing admin role can:

• View Organization information and settings (except for the audit log)
• Download and view invoices
• Set up and edit Bill Back configurations
• Add and manage clients associated with the organization

What they can’t do:

• Access or view individual cases
• See case data, user activity logs, or any sensitive eDiscovery information

This separation of duties aligns perfectly with best practices in enterprise eDiscovery, where security, privacy, and billing transparency are all critical.

Why this matters for enterprise eDiscovery teams

Legal teams working with corporate clients or across large case portfolios often struggle with centralized billing. Questions like these are common:

• Who’s authorized to manage payments?
• Can we automate client invoicing?
• How do we avoid sharing confidential case data with our accounting team?

With Organization Billing Admins, you now have a clean, efficient solution:

• Keep billing roles separate from case roles.
• Avoid unnecessary user access reviews.
• Give finance teams the tools they need, without extra risk.

Whether you’re scaling your operations or refining your user roles and permissions, this update provides the flexibility to do both.

Bill back: Client invoicing, simplified

Have you tried Bill Back yet? If you’re manually creating invoices or juggling spreadsheets to track case costs, you’re wasting time and risking errors.

Bill back is an advanced feature for organizations using GoldFynch that automates monthly client invoicing based on case activity.

With bill back, you can:

• Assign clients to individual cases
• Apply custom fee structures or percentage-based markups
• Automatically generate professional invoices every month
• Export records for accounting or compliance reporting

When combined with the new Billing Admin role, your organization can now hand off invoicing and payments to a dedicated team member, while still keeping eDiscovery workflows airtight and secure.

Email notifications for charges

Billing Admins will now receive email alerts anytime a charge is made against the organization. These notifications are also sent to Organization Admins and Owners, ensuring everyone stays informed.

This small but powerful feature helps reduce missed charges and surprise costs, ensuring your billing team is always up to date on usage and transactions.

Designed for modern legal teams and eDiscovery enterprises

GoldFynch continues to evolve into a full-featured eDiscovery platform for law firms, legal vendors, and in-house legal departments. With this latest update, we’re addressing one of the most common challenges faced by enterprise clients: separating access to sensitive data from administrative tasks such as billing and invoicing.

By giving you fine-grained control over user roles, we help your team:

• Maintain confidentiality and data security
• Scale internal processes as your case volume grows
• Avoid errors and reduce administrative overhead
• Improve billing workflows with automation and transparency

Learn more and get started

To dive deeper into how Organizations and Billing Admins work in GoldFynch, check out these helpful resources:

• GoldFynch Docs: Organizations Overview
• How to View and Pay Invoices for an Organization
• Setting Up Client Invoicing with Bill Back

Billing, without the bloat

Enterprise eDiscovery can be complex, but your billing doesn’t have to be.

With Organization Billing Admins, GoldFynch makes it easier than ever to manage invoices, clients, and payments, without exposing your case data to the wrong hands. Combined with bill back and updated subdomain access, this represents a significant upgrade for legal teams that require flexibility, automation, and robust security.

Want to learn more about Billing Admins or bill back? Schedule a demo, and we’ll let you know how it works.