The starting situation
Chasing unpaid fees without damaging the client relationship: nobody wanted the job. Billable time was logged from memory at week's end, engagement letters were drafted one by one, and procedural deadlines lived in three different calendars.
What it delivers
- Fees get collected without awkward conversations or oversights
- Time capture no longer happens from memory on Friday night
- No procedural deadline depends on one person's vigilance
12 fewer days in average collection time
What we set up
01
Graduated fee reminders
Three tone levels, from courteous nudge to formal notice, triggered by the real due date. The partner approves, no longer drafts.
02
Effortless time capture
Billable time is inferred from the calendar and open files, proposed at day's end. Two minutes to validate instead of reconstructing your week.
03
Standard letters and engagement agreements
Engagement letter, follow-up letter, case summary: generated from the file, on the firm's templates, reviewed before sending.
Outlook
Microsoft 365
Pennylane
Make
Claude
Services used on this project
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