AI Guides / AI for lawyers

Chase unpaid invoices with AI, for lawyers

Unpaid invoices sit on your desk while you trade billable hours for awkward reminder emails. Hand the list to AI, let it sort the dates, and read its drafts instead of writing from scratch.

What to gather first

• Your unpaid accounts report
• Two reminder emails you sent before
• Current contact names for each matter

Which app

For this one, a plain AI chat window is enough. Open the chat, paste what you gathered, and type the message below.

How to do it

1. Export your unpaid ledger. Pull the list of open client invoices from your billing screen. Copy the table with client names, dates, amounts, and matter descriptions. Paste that text straight into AI.
2. Paste two past emails. Drop in samples of notes you sent to clients who paid late. AI reads how you speak to clients so the tone sounds like your firm. It sees where you stay gentle and where you get firm.
3. Let AI sort and draft. AI groups the list by how long the bills have sat open. It writes a fresh draft for each client, matching the tone to the age of the bill. You get a list of ready notes on your screen.
4. Review, adjust, and send. Read each drafted reminder before it goes anywhere. Fix any names, swap a tone if a matter needs care, and paste the text into your own email. You hit send yourself.

What to type first

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 client name matches the open matter and invoice amount.
• Verify the tone fits your current standing with that client.
• Make sure payment instructions match your firm's bank details.

Try pasting your retainer balances next to see which matters need a top-up request drafted.

More for lawyers

• Sort new client inquiries
• Summarize a long file