Invoice chasing at legal practices involves manually checking aging reports, filtering overdue invoices, drafting personalized reminders, and tracking responses across email and spreadsheets. Manual processes create delays, missed follow-ups, and inconsistent escalation of high-value items.
Automation monitors aging reports in real time, classifies invoices by age bucket, generates and sends reminder emails automatically, and escalates high-value overdue items to engagement partners. the team focuses on exceptions and relationship management instead of routine tracking.
The full workflow, from trigger to completion.
The automation platform monitors daily for invoices where the due date has passed and no payment has been recorded.
Retrieve invoice details including client name, invoice number, amount, due date, and days overdue.
The automation categorises each invoice as 7-day, 14-day, 30-day, or 60+ day overdue and determines the appropriate reminder template.
The automation composes a personalised reminder email using the client name and invoice details, then sends it.
Record the reminder sent date, client contact, and next follow-up date as a task linked to the client record.
If an invoice exceeds $5,000 and is 30+ days overdue, send an alert for the Finance Manager to review and escalate manually.
When payment is received and recorded, the automation marks the invoice as paid and logs the reconciliation timestamp.
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