Finance · Live demo
Overdue fee collection calls
Calls clients' accounts payable teams about overdue invoices, fixes whatever is holding payment up and records the promised date.
Talk to Nina at Bramblegate Law Group
Bramblegate Law Group is made up. Nina is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Law firm invoices often sit unpaid for a simple reason, like a missing PO number in the client's e-billing portal. Nobody finds out until a partner asks why a large invoice is 60 days old.
How it works
- Reads overdue invoices from the billing system each morning
- Emails a reminder at 30 days and calls the client's accounts payable contact at 45
- Finds out what is holding payment up and reissues the invoice with the right PO or matter number
- Records the promised payment date and stops chasing until it passes
- Passes fee disputes to the billing partner, and never discounts, threatens or adds charges
- Sends the finance director a weekly summary of what is overdue, promised and paid
What it connects to
- AgentHi, is that Dana in accounts payable at Hartvale Media? It's Nina from Bramblegate Law Group's billing team, calling about invoice 88412 for $46,250, which is now 15 days past due.
- ClientLet me check. It was rejected in our portal because there's no PO number on it.
- AgentThanks, that explains it. Our records show PO 7731 for this matter, so I'll reissue the invoice with it today. Once it's back in, when is your next payment run?
- ClientThursday next week, as long as it's approved by Monday.
- AgentGreat. I'll send the corrected invoice through your portal this morning and note payment in next Thursday's run. I won't call again unless it misses that run.
Illustrative conversation. Names, numbers and details are made up.
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