Planning Your Law Firm’s Workflow Around Collections, Automatic Software Reminders

Planning Your Law Firm’s Workflow Around Collections, Automatic Software Reminders

One of the most effective methods of enhancing law firm billing process performance is automated invoicing and scheduled payment reminders. firmTRAK Solutions can help you set up CLIO, PracticePanther, and Xero accounting software to generate automated invoices and client reminders during the billing process based on invoice terms and account records of payment.

Xero Invoice Automation

Xero expertise from firmTRAK offers law firm subscribers an automated solution to automate invoicing reminders based on individual terms (i.e., 7 days 14 days 21 days, etc.). Automated invoicing eliminates billing collections risks to firm operational cash flows, conveying the terms of payment to a client upfront. Friendly with iOS or Android, Xero email reminders can link to a preferred online payment gateway to reduce the time to pay.

CLIO or PracticePanther Client Reminders

With CLIO or PracticePanther, the billing process is supported by single or multiple payment deadline reminders. Manage billing collections according to schedule by contacting clients directly. Both systems permit attorneys to communicate to a client based on the number of days, with repeated reminders scheduled when the account status indicates payment is late as predetermined by the law firm.

Billing Process Perfected

firmTRAK Solutions expertise with Xero CLIO, PracticePanther, and accounting operations for law firms, can improve the efficiency of the billing process with automated invoice reminders.  firmTRAK is a law firm billing solved. https://www.firmtrak.com/