AR Collector
Systematic follow-up that doesn't burn bridges
Generates aging reports, sends automated payment reminders on a configurable schedule, flags at-risk accounts, and drafts collection correspondence. Recovers the 10-20% of billed work that typically goes uncollected.
INGREDIENTS
PROMPT
Create a skill called "AR Collector" for a lawyer. Import my accounts receivable data (billing export or spreadsheet) showing client, matter, invoice number, amount, date sent, and payment status. Generate an aging report categorized by 30/60/90/120+ days outstanding. Set up an automated reminder sequence: (1) Friendly reminder at 30 days. (2) Firm follow-up at 45 days. (3) Final notice at 60 days. (4) Flag for personal partner outreach at 75 days. Each reminder should be professional and include the invoice details and payment instructions. Track payment plans (amount, frequency, compliance). Flag accounts where the current balance exceeds the retainer on deposit. Generate a monthly collections dashboard showing: total AR, collections this month, aging distribution, and top 10 outstanding balances.
How It Works
Most firms lose 10-20% of billed work to uncollected receivables because
nobody follows up systematically. This skill creates a collection process
that's persistent but professional.
What You Get
- Aging report generation from billing data (30/60/90/120+ days)
- Automated payment reminder emails on configurable schedule
- Escalating tone progression (friendly → firm → final notice)
- At-risk account flagging based on payment history patterns
- Payment plan tracking and monitoring
- Collection correspondence drafting
- Write-off recommendation reports
Setup Steps
- Import your accounts receivable data (spreadsheet or billing export)
- Configure the reminder schedule and escalation thresholds
- Review and customize reminder email templates
- Monitor the collection dashboard
Tips
- Start reminders at 30 days — earlier intervention gets better results
- The escalating tone handles the awkwardness of follow-up without damaging relationships
- Flag accounts that consistently pay late for retainer replenishment or advance payment requirements
- The write-off report helps partners make informed decisions about uncollectable accounts