How to decrease billing admin by 40% using AI Automation (and 3 ways to implement it today in your billing workflows):
Running your boutique law firm billing can be a daunting task.
To make sure your firm is in good financial health, you need to:
→ Chase your clients for payments over email and phone
→ Extract billing info from emails and documents
→ Make decisions, e.g whether you’ve got the right email address for the AP department of your client
But here’s the problem:
❌ You and your team need to waste hours every week doing all the above
Not to mention the errors that can be made in the process, after all we are flawed humans.
It’s a beast of a task, especially if your firm is growing quickly.
And frankly, most boutiques simply don’t have the bandwidth to keep up.
That’s why AI Automation is a total game changer.
Used the right way, AI can take the billing admin weight off your team’s shoulders, so that you can focus on growing the firm, rather than playing catchup.
Here are 3 ways to leverage AI for a more streamlined billing process:
✔️ Automated Chaser Voice Calls – using tools like Paidnice and Vapi, have an AI agent call your customers and remind them of the unpaid bill. It will even be able to have a conversation with them and collect any needed information, e.g. the reason why the bill was not paid yet, to pass onto your team for actioning.
In the video below, you can check out a demo call.
✔️ Automated Data Extraction and Formatting – parse the data coming from emails or documents to extract information, such as billing addresses, company names, and billing due days. Then format it into whatever format your accounting system expects.
✔️ Automated Decision Making – categorise billing queries to go to the right team member, or send out different billing email templates based on whether you have a personal email address or one for a department, all with no human input.
Armed with these strategies and tools, you can make your billing workflows run on autopilot.
It’s next-level billing for growing boutique firms powered by AI, not hours of human grunt work.
The best part?
AI keeps improving.
A lot of these use cases were not possible a year ago.
The future will only tell how much of admin will AI be able to automate.
Click to get access to the free Make templates here.
