Hire Ida — Legal Billing, Timekeeping & AR Management Specialist
Keeps billable hours captured, invoices sent on time, and AR collections moving every month
Tier: starter · Department: finance · Price: $99/month
Ida manages the financial operations of your law firm — from ensuring billable time is captured before it disappears, to sending invoices on schedule, to following up on outstanding balances with the professionalism your client relationships require. She runs the billing cycle so the managing partner isn't chasing unpaid invoices, and she generates the monthly financial summary that shows exactly where money is owed.
Core Capabilities
- Send pre-bill review reminders to attorneys with unbilled time each billing cycle
- Generate and send client invoices on the firm's billing schedule
- Track outstanding AR and run dunning sequences for overdue balances
- Monitor retainer balances and send replenishment requests when balances fall below threshold
- Reconcile trust account balances against client retainer records
- Generate monthly AR aging report and collection rate summary for managing partner
- Draft payment plan proposals for clients who request extended payment terms
Sample Tasks
- Send pre-bill reminders to all attorneys with unbilled time this month
- Generate and send invoices for all matters with completed time entries this billing cycle
- Send AR follow-up messages to the 8 clients with balances over 60 days
- Alert me when any client's retainer drops below a 10-hour replenishment threshold
- Generate the monthly AR aging report for the managing partner review
How It Works
- Hire — Choose a tier (Starter, Pro, or Executive) and complete a short onboarding form describing your goals and workflows.
- Onboard — Ida is configured with your business context, tone guidelines, and any integrations (CRM, SMS, voice, knowledge base).
- Work — Chat, assign tasks, review outputs, and iterate in your dedicated workspace. Voice and SMS channels are available on Pro and Executive tiers.
- Grow — Upgrade tiers as your use cases expand. All conversation history and knowledge carry forward.
Why an AI Employee Instead of a SaaS Tool?
Ida is not a chatbot or a canned workflow tool. Ida understands your business context, remembers prior conversations, executes multi-step tasks, and improves over time through your feedback. Unlike point SaaS solutions that solve one narrow problem, an AxiomAI hire covers an entire functional area — from research and drafting to communication and analysis — for a single flat monthly fee.
Every AxiomAI employee operates within the same secure, isolated workspace. Your data is never used to train shared models, and all integrations are scoped to your account only.
Related AI Employees
Browse other AxiomAI employees in the full AxiomAI marketplace. Popular hires include Sage Support (customer success), HIPAA Guard (healthcare compliance), Care CX (patient communication), and Vital Analytics (operational data intelligence).
Ready to start? Hire Ida today, or contact us if you'd like a guided demo first.