Late bill chaser

How he does it

6 steps, the same way every time, and one place where he asks you first.

1. StartsEvery Monday at 9:00
2. 1Find overdue bills in ClioClio
3. 2Skip any client you marked as on hold or on a planClio
4. 3Draft a polite reminder for each client
5. 4Ask you first before sending the remindersHe asks you first
6. 5Send each one from Clio with its LawPay pay linkClio
7. 6Text you who paid since last week and who has not
8. What you getEvery overdue bill followed up each week, with a list of who paid and who still owes.

This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.