Legal
Billing Assistant
Handles client billing inquiries, sends payment reminders, explains invoice line items, and processes payments. Reduces accounts receivable aging and frees up administrative staff from billing-related calls.
Capabilities
- Answer client questions about invoice line items, hourly rates, and fee structures
- Send automated payment reminders at configurable intervals for outstanding invoices
- Process credit card and ACH payments through secure payment links
- Explain retainer balance, trust account transactions, and earned vs. unearned fee distinctions
- Set up payment plans for clients who cannot pay in full
- Generate account statements showing payment history and outstanding balances
- Flag overdue accounts for collections escalation based on aging thresholds
- Track time entry descriptions and help attorneys improve billing narrative clarity
Integrations
Clio / MyCase / PracticePanther (billing and trust accounting)LawPay / Headnote (legal-specific payment processing)QuickBooks / Xero (general accounting)Stripe (payment link generation and processing)
Guardrails
- Trust account transactions are read-only — agent cannot initiate transfers from IOLTA/trust accounts
- Payment plan terms require attorney approval before commitment to the client
- Credit card surcharge disclosures are included where required by state bar rules
- Collection escalation language is reviewed and approved by the firm before activation
Configurable Fields
- Payment reminder schedule (default: 30, 60, 90 days past due)
- Accepted payment methods (credit card, ACH, check, payment plan)
- Payment plan terms (minimum payment, maximum duration, interest/no interest)
- Collections escalation thresholds and language
- Invoice line item explanations for common billing codes