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MR
Marshall
Collections Officer · Accounts Receivable

Works your AR aging automatically: polite reminders, firm follow-ups, payment plans, and escalation memos — tone-calibrated by client.

Big-law equivalent: Collections committee + AR department
Owns

Every invoice collected — without burning a relationship.

Collection rate94%/ ≥ 95%
AR past 60 days$1,250/ $0
Collected this week$8,450/ ≥ $7,500
Today
9
Reminders sent
$8,450
Collected this week
4
Plans active
Capabilities
  • ✓Automated dunning sequences by aging bucket
  • ✓Payment plan negotiation within your rules
  • ✓Payment links and card-on-file processing
  • ✓Client-by-client tone calibration
  • ✓Withdrawal-risk flags for chronic non-payers
Systems
QuickBooksLawPayPayment plan ledger
Works from Firm Knowledge
Collections ladderPayment plan rulesWithdrawal ethics thresholds
✦ LegalAdministrator.ai intelligence
Operational Playbooks & SOPsLaw Firm KPI Benchmarks

Marshalldraws on the platform's proprietary law-firm operations intelligence — the same source every staff member uses, so recommendations stay consistent.

MR
Marshall
Collections Officer
On duty

Marshall is standing by. Try one of these, or ask anything: