Turn outstanding invoices into controlled follow-up.
Research federal and state court matters without bouncing between databases, tabs, and docket pages. LawPilots searches the right court-data source, retrieves the record, verifies the case, and returns structured findings your legal team can review immediately.
The billing challenge
LawPilots identifies outstanding invoices, verifies payment details, drafts client-ready reminders, and keeps your team in control before anything is sent.
Find unpaid invoices that need attention.
The Payment Reminder Agent identifies overdue and outstanding invoices so legal teams can quickly see which client accounts require follow-up.
Verify every payment detail before outreach.
Invoice balances, payment status, client details, and billing records are checked before a payment reminder is prepared.
Draft professional payment reminders automatically.
Generate clear, client-ready payment reminder emails based on verified invoice information while maintaining an appropriate law firm tone.
Keep your team in control before anything is sent.
LawPilots requires human approval before sending payment reminders, helping law firms automate collections without risking unintended client communication.
How it works
Connect
Access the firm's configured Clio billing workflow through the LawPilots integration.
Identify
Find invoices that are unpaid, overdue, or only partially paid.
Validate
Confirm invoice status, remaining balance, invoice details, and available recipient information.
Draft
Prepare a professional payment reminder using the validated billing context.
Approve
Present the message for human review. Sending occurs only after explicit user confirmation.
Use Cases
Retrieve available docket details and surface the procedural context needed to decide whether a matter deserves deeper review.
Past-Due Invoice Follow-Up
Identify invoices that have moved beyond their due date and prepare a polite client reminder using current billing information.
Find invoices past due by more than 10 days and prepare reminder drafts for review.
Partially Paid Invoice Reminder
Recognize that a payment has already been made and draft around the remaining balance rather than the original invoice total.
Find partially paid invoices and draft reminders referencing only the outstanding amount.
Billing Review Queue
Build a clean list of outstanding invoices for the billing team to review before deciding which clients require outreach.
Show all awaiting-payment invoices and group the ones requiring follow-up.
Client-Friendly Reminder Drafting
Create consistent, professional wording that communicates the outstanding amount without sounding like a generic collections blast.
Draft a concise first reminder for this validated invoice and keep it ready for approval.
Attorney / Billing Approval
Prepare messages centrally, then allow the appropriate team member to review, edit, hold, or explicitly approve the reminder.
Prepare drafts but do not send anything until the billing manager confirms.
High-Value Balance Review
Prioritize larger unpaid balances for manual attention while still using the agent to assemble invoice context and draft the first communication.
Find outstanding invoices over a selected threshold and prepare them for billing-team review.
FAQs
Discover how LawPilots can help your firm identify unpaid invoices, verify billing details, draft client-ready reminders, and keep your team in control before anything is sent.
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