Chase unpaid client invoices with AI, for lawyers
Unpaid invoices sit on your desk while you put off sending uncomfortable collection emails to clients. AI reads your billing ledger, sorts the late accounts, and drafts calm reminders for you to review.
What to gather first
- Your current aged accounts receivable list
- Two past reminder emails you liked
- Firm fee agreement payment terms
Which app
For this one, a plain AI chat window is enough: ChatGPT, Claude, or Gemini. Open the chat, paste what you gathered, and type the message below. First time? Read how to talk to an AI.
How to do it
- Paste your overdue ledger. Copy the text from your billing report into AI. Include the client name, matter description, balance due, and how long the balance has been open. Leave out credit card numbers or private trust details.
- Give your favorite past notes. Paste one or two collection emails you sent before that struck the right tone. This shows AI how your firm speaks to clients about money. AI matches that voice instead of sounding stiff or rude.
- Tell AI to draft reminders. Ask AI to sort the list by how late each bill is. AI writes a short reminder note for each client, keeping newer bills light and older bills direct. AI lists each draft clearly under the client name.
- Read, adjust, and send. Look over each note to make sure the balance matches your records and fits your relationship with the client. Edit any phrases that feel off. Copy the final text into your email and send it yourself.
What to type first
Here is our firm's overdue invoice list and two past reminder emails I liked. Group these accounts by how late they are. Draft a short, polite email reminder for each client that matches the tone of my examples. Make older balances more direct. Do not send anything or contact anyone.
Change the words to match your business. AI follows what you say, so say what done looks like.
Before you trust it
- Check that the balance due and invoice dates match your billing file.
- Make sure the tone matches your ongoing relationship with that specific client.
- Confirm that trust account credits or recent retainers are not missed.
Once this feels routine, you can have AI draft engagement letters that set these payment expectations from day one.
More for lawyers
- Sort new client inquiries
- Chase unpaid invoices
- Summarize a long file
- Summarize case files and transcripts
- Draft routine charging memos
- Turn witness notes into briefs
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