Invoice follow-up and receivables reminders
SI builds an aging list from the billing system and drafts polite reminders at the firm's intervals, highlighting accounts that need a personal call.
Admin and operations help for solo attorneys and small firms. SI drafts and organizes; attorneys review and decide. No legal advice, no filing-ready work product, and client confidentiality comes first.
Worth knowing: Administrative support only: this is not legal advice and does not replace attorney judgment. An attorney reviews and approves anything client-facing or substantive, and client-confidential information is used only with the firm's agreements, access controls and consent. SI drafts reminders only. It never moves, applies, or disburses funds, never touches trust (IOLTA) accounts, and never contacts clients about money without a person approving the message.
The problem
Overdue invoices sit because nobody wants to chase them, or reminders go out on no set schedule.
What SI does
SI builds an aging list from the billing system, drafts polite reminders at the intervals the firm sets, and highlights accounts that need a personal call.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Solo family-law practice
An aging list shows which invoices have passed the firm's first reminder interval, and each draft waits for a person to approve it.
- Two-attorney estate-planning firm
Accounts the firm has marked as sensitive are highlighted for a personal call instead of a standard reminder.
- Small commercial-litigation firm
Reminder drafts follow the firm's intervals, and the list does not apply any payment or change a balance.
What it takes to set up
GemmiSI sets this up on your own equipment and accounts; your data stays with you. Before connecting anything that holds client information, the firm reviews the vendor's terms, data retention and training practices, confirms access controls, and obtains any required client consent. Start with sample or de-identified material. Use a read-only aging export from the billing system, plus the reminder wording and intervals the firm has already chosen. Setup is often a few days.
What a human still checks
- A person or attorney approves each reminder before it is sent.
- The attorney decides how to handle sensitive accounts, payment plans, and write-offs, and makes any collection decision.
- SI never sends, files, or posts on its own.
- Unsure items go to a "needs attorney review" queue.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
From this aging export [paste], list invoices past these intervals [paste]. Draft a polite reminder from this approved wording [paste] for the ordinary ones. Highlight accounts marked sensitive, or any you are unsure about, for a personal call. Do not move money, change a balance, or contact anyone. Pause and show me before sending, filing, posting or changing anything. Use only the sample or de-identified information I provide; do not include client-confidential details.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.