Invoice follow-up for law firms
Chasing a client for fees is the most uncomfortable exercise in the profession — so it gets postponed, and the fee notes age. The agent chases each outstanding note with courtesy and method, recalls the engagement letter, and stops dead the moment a client disputes.
In your day-to-day
- 01
Reminders on overdue fee notes, recalling the engagement letter and the detail of the work billed.
- 02
Tracking of payments on account to request before each new phase of a matter, flagged to the responsible partner.
- 03
Escalation to the partner when a client’s outstanding balance exceeds the threshold the firm sets, before new work is undertaken.
How it works
- 1
Plugged into your invoicing
The agent reads your existing tool — invoicing, accounting, ERP — with no migration and no double entry. It knows every invoice, its due date and its history.
- 2
Written reminders, not templates
Each reminder is written for that client: friendly for a good payer one week late, firm and documented by the third notice. You approve the policy once; the agent applies it.
- 3
Escalation and audit trail
Sensitive account, dispute, large amount: the agent hands over to a human with full context. Every action is logged, every euro recovered is attributed.
Typical results
-30%
average collection delay, typical order of magnitude
100%
of overdue invoices chased, no exceptions, no oversights
0 h
of human time on first-level reminders
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Is the tone of an automated reminder compatible with a firm’s client relationships?+
That is the starting condition: reminders are courteous, factual, grounded in the engagement letter, and you approve each escalation step before go-live. An institutional client and a private individual do not receive the same reminder.
What does the agent do if a client disputes their fees?+
It immediately suspends the sequence and hands the matter to the partner with the full history. A fee dispute belongs to the client relationship — and where applicable to bar procedures — never to an agent.
Will the agent upset my clients?+
That is exactly what it prevents: tone is calibrated to the client’s history and how late the invoice is, and you approve the reminder policy before go-live. A good client one week late gets a friendly nudge — not a formal notice.
What happens when a client disputes an invoice?+
The agent detects the dispute, pauses the reminder sequence and hands the case to whoever you designate, with the full history. It never negotiates on its own.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
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