The Collections Nudge
Handles routine invoice follow-ups in your voice. You deal with the awkward cases.
The work it kills
- the aging report that stays unopened until quarter end
- writing the same polite reminder for the ninth time
- trying to tell whether a client is annoyed or simply busy
AR aging syncs from your billing system. The agent sees what is outstanding, how long it has been due, and what your team has already said.
Before drafting a reminder, the agent gathers the payment history, open work, past disputes, and any sensitivity flag.
The agent drafts each reminder in your firm's voice and includes the invoice details. Routine messages stay polite, specific, and on schedule.
A reminder below the threshold sends automatically when there is no dispute or sensitivity flag, and the system logs it. Anything above the threshold, disputed, or sensitive stops at the partner. Your rules decide the route.
The partner sees the draft, account context, and payment history. They can send or edit the message, or schedule a call instead. A person handles the awkward conversation.
The agent tracks payment promises against the money that arrives. A missed promise goes back to the partner rather than triggering a harsher email.
We're planning to settle this next month once our own receivables clear. Can we talk about the timeline?client reply, routed to partner
Thanks for the heads-up. We've added a note to the account, and no further reminders will go out this month. If you'd like to talk through the timing, here are two slots this week.
reject pauses contact with this client until you release it
Illustrative acceptance targets
Planning examples, not client results. Your audit sets the exact targets. See how we measure.
What this agent will never do
- Threaten, discount, or negotiate.
- Contact a client flagged sensitive.
- Escalate tone on its own.
Common questions
Will clients get aggressive collection emails?
No. Routine reminders are polite, specific, and written in your voice. Disputed, large, or sensitive cases stop at the partner. The agent does not escalate the tone on its own.
What counts as routine versus partner-reviewed?
You set the amount threshold, dispute rules, and sensitivity flags. Those rules decide the route.
What happens when a promise to pay is broken?
The case goes to the partner with its history attached. A person chooses the next step, whether that is another note, a call, or a pause.
Start with the number, not the build.
The Profitable Line Audit tells you what this workflow costs you today and whether The Collections Nudge clears the bar at your firm. $4,500, two weeks, credited toward any build.
Book the Profitable Line Audit