Law firms and solo practitioners often agree fees as a retainer, monthly instalments or invoices per stage of a matter, and reminders must be polite and discreet — about the amount only, never the case. RemindCash records each fee or instalment as a receivable (monthly instalments as a recurring receivable), sends neutral reminders in the firm's name and stops when the payment is recorded.
How payments usually work
- An advance or retainer before work begins.
- Agreed monthly instalments for longer matters.
- Invoices at the end of a stage or matter.
A reminder schedule that fits
| Step | When | Tone |
|---|---|---|
| Heads-up | 5 days before | Neutral and courteous |
| Due today | On the due date | Neutral |
| First follow-up | 5 days after | Courteous |
| Second follow-up | 15 days after | Direct, offer to talk |
Setting it up in RemindCash
- Add the client as the payer with email, language and time zone.
- Create receivables for each fee or invoice, and a monthly recurring receivable for agreed instalments.
- Approve neutral templates — client name, amount, due date and payment link only.
- Invite colleagues who handle billing, with roles.
- Pause or record a dispute when a fee is under discussion.
Example reminder
Subject: {{company_name}} — payment due {{due_date}}
Dear {{recipient_name}},
This is a courteous reminder that {{amount}} is due on {{due_date}}.
Payment details: {{payment_link}}
Please contact us if you have any questions about this payment.
{{company_name}}
Good practice
- Never put matter names, case details or advice in a payment reminder.
- Send reminders only to the client who owes the fee.
- Agree fees and how reminders are sent in the engagement letter, and follow your bar's rules on fees and client communication.
What RemindCash does not do
It does not manage matters, time recording, trust or client accounts, invoicing or payments. SMS and WhatsApp are not open yet.
FAQ
Do reminders show anything about the case?
Only what you put in your approved template. The supported fields are the client's name, amount, due date, your firm's name and a payment link.
Can instalments be reminded automatically each month?
Yes, with a monthly recurring receivable.