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

Hire Ida now at https://mahluminnovations.com/hire/invoice-counsel or browse the full AxiomAI marketplace.