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Automate invoicing for every filing fee, flat-rate case, and payment plan. Chase payments, track retainers, and keep your books spotless.
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No more digging through accounting software or spreadsheets. Just ask your AI billing agent in plain English.
Use one of the most common prompts below or use your own to begin
Real-time visibility into every retainer, filing fee, and payment plan across all your bankruptcy cases.
2,134
Invoices Sent
1,987
Payments Received
$34,200
Outstanding
$7,800
Overdue
95.4%
Collection Rate
Status
Client
Amount
When
Recent Payment Received
$4,200
1 hour ago
New Invoice Generated
$3,500
3 hours ago
Outstanding Balance
$2,800
5 days ago
Retainer Payment
$5,000
1 day ago
Service Invoice
$1,750
4 hours ago
From flat-fee Chapter 7s to Chapter 13 payment plans, your AI handles the billing so your team handles the cases.
The moment a retainer is signed, an invoice is generated with the correct fee structure, filing costs, and payment schedule.
AI sends polite reminders for retainer balances and payment plans. Your team never makes an awkward collection call again.
Clients pay from their phone via invoice link. Credit card, ACH, or payment plan installment. All in one clean page.
See exactly how much revenue each filing type generates — Chapter 7 vs. Chapter 13 vs. Chapter 11 — with real-time dashboards.
Set up Chapter 13-style payment plans that auto-bill monthly. AI handles failed payments and sends late notices automatically.
AI maintains trust account compliance, tracks retainer balances, and generates audit-ready reports for bar requirements.
Every invoice you forget to send, every payment you forget to chase — it all adds up to lost revenue.
of bankruptcy firms say payment plan management is their biggest billing headache
average revenue lost per year from missed payment plan installments and untracked costs
average time bankruptcy firms wait to collect retainer balances without automated reminders
of payment plan installments are late when no automated reminder is sent
Quick and simple setup. Connect your tools, import your data, and your AI billing manager starts working today.
Sync with Clio, Best Case, TNG, or QuickBooks in minutes. No coding required.
Bring in your client list, fee agreements, and payment plans. We handle the migration.
Your AI billing manager starts generating invoices and tracking payments from day one.
Join hundreds of bankruptcy firms using AI to automate invoicing, manage payment plans, and eliminate billing headaches.