Collecting outstanding balances is one of the most operationally complex parts of running a professional services firm — and one of the easiest to let slip. Without a structured process, accounts fall through the cracks, follow-ups happen inconsistently, and the team spends more time managing spreadsheets than actually collecting.
A law firm managing a significant volume of outstanding accounts had no dedicated tooling for collections. Their accounting team was doing it manually, with no workflow, no automation, and no visibility into where each account stood.
We built them a collections module designed around how their team actually works.
What We Built
The platform gives collectors a structured, account-by-account workflow — configurable payment terms, multi-step follow-up sequences, and automated communication drafts that surface at the right moment in the process. When a follow-up is due, the system generates a draft SMS, email, or letter for the collector to review and approve before it goes out. Nothing is sent blindly — but nothing gets forgotten either.
Escalations route to managers automatically. Payment plans are tracked with running balances. Every interaction is logged with a full audit trail. Administrators can configure the entire workflow — terms, steps, templates, and timing — without any code changes.
The Outcome
- $250,000 in monthly collections flowing through a structured, automated workflow — replacing a fully manual process
- Collectors spend their time on accounts that need attention, not chasing down what to do next
- Management has full visibility into account status, collector activity, and escalations across the team