Communication & Follow-Up**Purpose**
- 1.2. Reduce manual follow-up, ensuring invoices are not neglected and late payments decrease.
- 1.3. Centralize reminder workflows across communication channels, maintaining compliance and professionalism.
- 1.4. Improve cash flow and client accountability by timely reminders on pending, due, and overdue payments.
**Trigger Conditions**
- 2.2. Payment status remains "unpaid" at specified intervals (e.g., 7, 14, 30 days after issue).
- 2.3. Custom triggers: client-specific cycles, retainer period expiry, or post-adjudicatory deadlines.
**Platform Variants**
- Feature/Setting: Use "Messages API" to send scheduled SMS reminders via automation.
- Sample: Configure POST to /v1/Accounts/{AccountSid}/Messages with client phone and message template.
- 3.2. **SendGrid**
- Feature/Setting: "Transactional Templates" and API for scheduled email reminders.
- Sample: POST to /mail/send using template with invoice and due date variables.
- 3.3. **Slack**
- Feature/Setting: "Incoming Webhooks" to trigger internal reminders or alerts in billing channels.
- Sample: POST to /api/chat.postMessage with #billing-reminders.
- 3.4. **Microsoft Teams**
- Feature/Setting: Automated "Messages" via Teams Bot for staff notifications.
- Sample: Use Bot API to DM attorneys about overdue accounts.
- 3.5. **Mailgun**
- Feature/Setting: "Email API" to automate personalized invoices and reminders.
- Sample: POST to /v3/{domain}/messages with dynamic content.
- 3.6. **Salesforce**
- Feature/Setting: "Process Builder" or "Scheduled Flows" to automate task and email reminders.
- Sample: Set rule: Invoice Status = Unpaid → Trigger Email Reminder Action.
- 3.7. **Clio Manage**
- Feature/Setting: "Task Automations" and "Communication API" for legal-specific reminders.
- Sample: POST reminder template to client's email via API.
- 3.8. **QuickBooks Online**
- Feature/Setting: "Reminder Scheduling" through Invoices API.
- Sample: PATCH /v3/company/{companyId}/invoice/{invoiceId}/send.
- 3.9. **Xero**
- Feature/Setting: "Automated Invoice Reminders" API.
- Sample: Configure occasion and frequency, and set reminder X days post-issue.
- 3.10. **Google Calendar**
- Feature/Setting: Automated "Events API" for internal billing follow-up tasks.
- Sample: Create event on due date with reminder notification.
- 3.11. **Outlook 365**
- Feature/Setting: "Events and Mail API" for calendar and email reminders.
- Sample: POST /me/messages with dynamic subject for invoice reminders.
- 3.12. **Zendesk**
- Feature/Setting: "Triggers" to initiate reminders as tickets for finance/admin teams.
- Sample: Ticket status triggers email to responsible party.
- 3.13. **FreshBooks**
- Feature/Setting: "Automated Reminder Settings" via Invoices API.
- Sample: Schedule reminders at defined intervals per unpaid invoice.
- 3.14. **Zoho Books**
- Feature/Setting: "Email Automation" through Reminders API.
- Sample: POST to /invoices/{invoice_id}/paymentreminder to trigger.
- 3.15. **DocuSign**
- Feature/Setting: "Envelope Reminders" for payment-linked contract signatures.
- Sample: PUT /envelopes/{envelopeId}/reminders to schedule.
- 3.16. **Stripe**
- Feature/Setting: "Invoice Reminder Email" API and webhook event for payment links.
- Sample: Set up "invoice.upcoming" webhook to trigger reminder email.
- 3.17. **Square**
- Feature/Setting: "Invoices API" with scheduled reminders.
- Sample: POST /v2/invoices/{invoice_id}/reminders with schedule.
- 3.18. **HubSpot**
- Feature/Setting: "Workflow Automation" to send scheduled client emails.
- Sample: Workflow: Invoice Issued → Email Sequence Begins.
- 3.19. **Monday.com**
- Feature/Setting: "Automations" to assign tasks on overdue payment detection.
- Sample: If [Payment Status] = Overdue, then notify/mail assignee.
- 3.20. **Pabbly**
- Feature/Setting: "Workflow Automation" to trigger reminders via chosen channels.
- Sample: Trigger: payment due → Send SMS/Email via selected app integration.
**Benefits**
- 4.2. Reduces staff workload by eliminating repetitive reminder tasks.
- 4.3. Multi-channel approach maximizes client reach and response.
- 4.4. Centralizes communication logs crucial for audits, compliance, and dispute resolution.
- 4.5. Enhances client relationship with timely, professional communication cadence.