BillingDocumentClient CommsIntakeDeadline
💰
Back of House

YOUR BILLING
SHOULD RUN
ITSELF.

Collections go up. Nobody gets hassled. The Billing Agent handles the entire post-work revenue cycle — automatically, every time.

Invoice delivered. Reminder sent. SMS fired. Escalation flagged.

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45%

collections improvement in the first billing cycle.

That's not a projection. That's what firms see when they stop relying on someone remembering to send a follow-up.

What It Does

HOW THE BILLING AGENT WORKS

Automated Invoice Delivery
As soon as a matter closes or a milestone hits, the Billing Agent generates and sends the invoice — no manual step required.
Smart Payment Reminders
Day 3, Day 7, Day 14. SMS and email. Tone escalates automatically. You never have to draft a follow-up again.
Escalation Flagging
When a payment hits 21+ days, the agent flags it with a full summary — amount, history, last contact — so you can decide the next move.
Real-Time Collections Visibility
A live dashboard in your practice management system shows every outstanding invoice, status, and last action taken.
Client-Voice Communications
Every message goes out in your tone, your language. Clients don't feel chased — they feel informed.
Speed to Deploy
Design session. Build. QA. Launch. Most firms are live in 3 weeks.
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Common Connections for this Agent
ClioFilevineMyCaseDocketwiseLawmaticsSmokeballCase StatusHonaPandaDocMonday.comClickUpAsanaAirtableCalendlyGmailGoogle WorkspaceGoogle DriveGoogle CalendarTwilioMicrosoft 365OutlookLawPayQuickBooks
+ Any platform with an API or integration layer

We had invoices sitting unpaid for weeks because nobody had time to follow up consistently. The billing agent changed that in the first cycle. Collections improved and my team stopped dreading the end-of-month chase. It just runs.

Josh M. — Personal Injury · 3-Attorney Firm

READY TO DEPLOY
THIS AGENT?

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