Automations for law firms
Payment reminders for law firms
Unbilled time and overdue invoices pile up at month end. For law firms that's a common story, and it's what the payment reminder flow is for. A polite reminder sequence for unpaid invoices, with a payment link in every message.
Why law firms ask for this
Unbilled time and overdue invoices pile up at month end. Nobody at a small immigration practice with one paralegal signed up for that part of the job, and the payment reminder flow handles it.
What it looks like in practice
Picture a small immigration practice with one paralegal. An invoice passes its due date in QuickBooks. The client gets a friendly reminder with a payment link. A week later a firmer note follows. When they pay, the sequence stops and the invoice is marked paid.
How it works for law firms
Once the payment reminder flow is running for a small immigration practice with one paralegal, this is the sequence.
- An invoice is due or overdue in QuickBooks.
- A polite reminder goes out with a payment link.
- Follow-ups go out on a schedule you choose, getting firmer.
- Payments are matched and the sequence stops.
- You get a weekly list of who still owes what.
Tools it connects to
For law firms, I usually connect it to LawPay, Outlook and QuickBooks. It runs on Xero, Stripe and n8n behind the scenes.
Questions from law firms
Does the payment reminder flow work with LawPay?
Often, yes. Before building the payment reminder flow I check your LawPay account and plan, because some features depend on API access. If there's a gap for your law setup, you'll know before you pay anything.
How is client data handled?
For the payment reminder flow, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The payment reminder flow sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your law business?
Tell me how your law business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built