Watcher automation template

Unpaid legal bills with new asks

"Flag bill activity for a client who still owes money while their emails show them asking for more work."

The person doing the legal work and the person chasing the bill are rarely the same person, so firms routinely take on new work for clients who have stopped paying for the last batch. The billing system knows the balance and the inbox knows the ask; only something reading both can put them on one screen before the yes.

Reads:Clio ManageGmailReads your legal billing and your connected inbox together.
Your Inbox · new insight

A payment landed on the Reed matter, but the balance is still $4,200, and Tuesday's email asks to add a custody appeal. Both attached, before anyone says yes.

Evidence:CITED, ALWAYS
UNDER THE HOOD

What it actually watches

Bill and payment activity in Clio Manage for clients with a balance still owed, cross-checked against that client's related email threads. A paid-up client asking for more work stays quiet; an unpaid balance next to a fresh ask fires.

MAKE IT YOURS

A template is a starting sentence

Edit the wording in the builder, or just tell Binee in chat. Two ways businesses bend this one:

"Only flag it when the unpaid balance is over $2,000."
"Route these to the accounts channel instead of my feed."

Businesses running this usually add

Put "Unpaid legal bills with new asks" on watch tonight

Connect your tools, turn the template on, and edit the sentence until it sounds like your business. Free plan included.