Stop chasing unpaid invoices. InvoiceSherpa helps law firms collect faster—by automating your payment reminders, follow-ups, and past due outreach.
Clients who delay payment for weeks—or months
Manual follow-up processes that waste valuable staff time
No visibility into what’s outstanding or who’s overdue
Administrative burden that grows with each new client
Nudge clients to pay on time with personalized collection messages that maintain your professional relationship.
Match follow-up cadence to your business model with automated collection workflows for different client types.
Make it easy for clients to settle balances with one-click payment options that maintain your agency's branding.
Know which invoices are overdue and what's in progress with comprehensive collections reporting and tracking.
Stop wasting time chasing payments manually. See how InvoiceSherpa can automate your collections process and improve your cash flow.
Set it and forget it collection workflows
Monitor payment status across all clients
Get notified when payments become overdue
Easy online payment options for clients
Seamlessly sync with your accounting software
Track collections performance and trends
Unpaid invoices create work long before they become serious collection problems. Someone has to check balances, decide which client needs a reminder, send the message, record the interaction, and return later to see whether payment arrived.
That routine becomes harder to manage as a firm adds clients and cases. A handful of overdue invoices may be easy to track manually. As the number grows, staff can spend hours each week repeating the same collection tasks.
The automation of law firm accounts receivable software provides a defined workflow. Instead of relying on someone to remember which accounts need attention, the firm can establish when follow-up should happen and how frequently it should continue.
That gives staff more time to focus on accounts that require judgment. A billing dispute, a client who needs individual attention, or an invoice requiring internal review can stay with the team while routine outreach runs automatically.
The goal is to stop using staff time for repetitive work that software can handle consistently.
For growing firms, that can make collections easier to manage without adding another layer of spreadsheets, calendar reminders, and manual emails every time the client list grows.
Collections work is easier when everyone knows what should happen after an invoice goes out.
A defined receivable process sets expectations for when an invoice becomes due, when follow-up begins, how often communication continues, and when an account needs staff attention. Without that structure, two clients with similar balances may receive different treatment simply because one invoice was noticed sooner.
The invoice process can become harder to manage when staff members keep separate notes, , or maintain their own spreadsheets. That makes it difficult to see the status of an account without asking the person who last worked on it.
Automation can move routine follow-up into a repeatable process. The firm chooses its collection cadence in advance, then uses software to carry out the steps that don't require individual judgment.
A typical workflow may include:
That structure also makes responsibilities clearer. Attorneys, administrators, bookkeepers, and other staff can work from the same collection process instead of relying on separate systems or personal reminders.
Collections shouldn't operate separately from the firm's broader financial workflow.
An unpaid balance affects firm accounting. If staff can't quickly see which invoices are current, overdue, or already paid, cash planning becomes harder. Employees may also spend unnecessary time checking information across different systems.
InvoiceSherpa integrates with your current accounting software so collection activity can stay connected with the accounting software the business already uses.
Collection software and legal accounting software serve different purposes. Accounting systems maintain financial records. Collection automation focuses on what happens after an invoice has been issued and payment is still outstanding.
Using the two together allows firms to automate overdue follow-up without expecting one platform to handle every financial task.
The same distinction applies to legal accounting procedures and compliance requirements. Collection automation doesn't replace the firm's accounting controls, trust-account procedures, billing policies, or professional obligations. Those processes should remain within the systems and policies the firm uses to manage them.
InvoiceSherpa can handle routine collection activity while the firm's existing accounting processes remain in place. Staff get a clearer division of responsibilities without creating another disconnected manual workflow.
Collection problems can stay hidden when information is spread across emails, spreadsheets, personal notes, and accounting reports.
One staff member may know that a client plans to pay next week. Another may be looking at an aging report that still shows the balance as overdue. Someone else may be working from an older spreadsheet.
That makes financial management harder.
A shared view of receivables gives the team a clearer picture of what is happening across outstanding accounts. Staff can see which invoices remain unpaid and identify balances that have been sitting unresolved without relying on memory or separate notes.
It also changes internal conversations. Instead of asking whether someone followed up with a client, staff can look at the current invoice status and decide what needs to happen next.
That becomes increasingly useful as firms grow. A solo attorney may be able to remember most billing details. A larger practice with multiple attorneys, administrators, and accounting staff needs a process that doesn't depend on one person keeping track of every account.
InvoiceSherpa's dashboard, invoice tracking, past-due alerts, and client-level reporting give staff a central view of collection activity. That can help management identify aging balances and see where follow-up may need additional attention.
Law firms don't all bill the same way, and one firm may use several billing arrangements.
Some matters are billed hourly. Others may involve flat fees, staged invoices, or another agreed payment schedule. The timing and tone of collection communication may need to change depending on the client and billing arrangement.
Using the same sequence for every account can make that difficult.
InvoiceSherpa allows firms to create custom collection sequences for different client types. Staff can decide how frequently each group should receive follow-up rather than making that decision from scratch every time an invoice becomes overdue.
One group may receive an early courtesy reminder shortly after the due date. Another may need a longer interval before the next message. The firm can define those rules in advance.
Communication can also remain consistent. Late payment doesn't always mean the client relationship has broken down. A client may have missed an email, overlooked the due date, or need another reminder.
Automating routine communication gives the firm a consistent process while leaving staff free to step in when an account requires individual attention.
The software handles repeatable follow-up. The team handles exceptions.
Legal billing software generally focuses on the work that happens before and when an invoice is issued. Depending on the platform, that may include time entries, matter billing, invoice creation, expense tracking, and related billing tasks.
Collection work starts after the invoice has been sent.
If employees still need to check aging reports manually, write individual reminder emails, record responses, and remember when to follow up again, a large part of the administrative workload remains manual.
Collection automation can take over those repeatable steps.
Start by looking at what staff do each week. Some collection work requires judgment. Other steps happen under predictable rules.
Routine reminders are a good example. Staff shouldn't need to review every aging report simply to identify invoices that have reached a predetermined follow-up point.
Visibility matters as well. Employees should be able to see what remains outstanding without reconstructing the history of an account from emails, spreadsheets, and personal notes.
Collection software should also have a clearly defined role within the firm's financial systems. It doesn't replace legal billing, accounting, or trust-account administration.
InvoiceSherpa focuses on collections by automating follow-up, giving clients straightforward payment options, tracking invoice status, and connecting with your current accounting software.
That allows firms to add automated collections to their current billing and accounting setup without rebuilding their entire financial process.
Accounts receivable software helps manage the work that happens after an invoice has been issued. InvoiceSherpa automates payment reminders, follow-ups, and past-due outreach while giving staff visibility into unpaid balances and collection activity.
Yes. InvoiceSherpa supports automated email and SMS reminders. Firms can create collection sequences that follow a defined schedule rather than relying on staff to remember when each client needs another follow-up.
Yes. Custom collection sequences allow firms to adjust follow-up timing for different client types. That gives staff more control over the receivable process without requiring them to manage each reminder manually.
Yes. InvoiceSherpa integrates with your current software, allowing collection activity to work alongside the firm's existing accounting setup.
InvoiceSherpa provides real-time invoice tracking, past-due balance alerts, and collection reports by client. Staff can see which invoices are outstanding and monitor collection activity without maintaining a separate manual tracking system.
No. InvoiceSherpa focuses on the collections side of the process. It can automate follow-up, provide payment options, track outstanding invoices, and connect with your current accounting software while the firm continues using its existing legal billing software and accounting systems.
