Billing & Collections
Legal · Financial
Generates invoices, sends payment reminders, and tracks AR aging — you focus on cases, not collections.
Your AI billing coordinator generates invoices, sends professional payment reminders at escalating intervals, tracks accounts receivable aging, and produces monthly billing summaries. It handles the uncomfortable collections conversations so you don't have to.
What it does
Generates and sends invoices based on time entries and matter milestones
Sends payment reminders at 7, 14, and 30 day intervals
Tracks accounts receivable aging and flags overdue accounts
Produces weekly AR reports and monthly billing summaries
Handles payment plan inquiries with pre-approved responses
Escalates severely overdue accounts for attorney review
Proactive schedule
These routines run automatically — your agent does this without being asked.
Weekly AR review
mondays — Reviews all outstanding invoices and sends appropriate reminders
Overdue payment follow-up
wednesdays — Sends follow-up on invoices 30+ days overdue
Monthly billing summary
first_of_month — Generates comprehensive billing and collections report
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
Invoice
Please find attached your invoice #{invoice_number} for {amount} covering {services_period}. Payment is due by {due_date}. Payment can be made via {payment_methods}.
7-Day Reminder
This is a friendly reminder that invoice #{invoice_number} for {amount} is due on {due_date}. If payment has already been sent, please disregard this notice.
30-Day Overdue
Invoice #{invoice_number} for {amount} is now 30 days past due. Please arrange payment at your earliest convenience. If you'd like to discuss a payment plan, please reply to this email.
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
Invoice 60+ days overdue with no response
→ Escalate to attorney for collection decision
Client disputes charges
→ Escalate to attorney immediately
Client requests payment plan over $5,000
→ Escalate to attorney for approval
First 24 hours
What your agent does immediately after deployment to prove value.
Scans inbox for any billing-related correspondence
Identifies mentions of invoices, payments, and outstanding amounts
Drafts list of potential overdue accounts based on email history
Sends summary of billing status and recommended actions
Pre-loaded skills
Integrations
Tracked metrics
- invoices sent
- payment reminders sent
- collection rate
- avg days to payment
- overdue accounts
Setup questions
You'll answer 2 quick questions to customize this specialist. That's it.
What payment methods do you accept?
Standard payment terms?
Other Legal specialists
Intake Coordinator
Qualifies leads, schedules consults, and follows up — so you bill hours, not chase calls.
Paralegal Assistant
Drafts documents, tracks deadlines, and organizes case files — your tireless paralegal.
Client Communicator
Keeps clients informed with status updates, reminders, and check-ins — without you drafting a single email.
Deploy your Billing & Collections today
2 setup questions. 60 seconds to deploy. Working within the hour.
Start Free Trial$29/mo as sub-agent · $39/mo as primary · Cancel anytime