How to automate your accounts receivable collection in Clio Manage (…this will save your team hours every week):

Tired of manually chasing overdue bills?

Here’s a step-by-step guide to automate your AR process.

First, set up email reminders in Clio’s billing settings.

Then, use Make.com to automatically create tasks for phone follow-ups & escalations:

• Set up triggers based on invoice age, type (revenue vs. trust) and amount

• Create standardized task titles

• Include invoice & client details in task descriptions

• Dynamically assign tasks to team members

Benefits of this automation:

✅ Consistent follow-up on all overdue bills

✅ No need to run manual reports

✅ Saves hours of admin time each week

✅ Improves cash flow with faster collections

Want to see this in action?

I’ve created a detailed video walkthrough showing exactly how to set this up.