Legal · dashboard template

Overdue bills and client email

"Which clients have overdue bills, with the balance owed and whether each has emailed us recently, largest balance first."

Collections at a firm is a conversation, not a dunning letter, and the conversation goes better when you know whether the client has been talking to you. The billing system cannot see the inbox; this card can.

Draws from:Clio ManageGmailOutlook MailWorks with either connected inbox.
Your dashboard · live

Reed: $4,200 overdue 24 days, emailed Tuesday asking to add a custody appeal. Salazar: $2,900 overdue 12 days, silent for three weeks.

Reading from:CITED, ALWAYS
UNDER THE HOOD

What it actually shows

One row per client with an overdue balance: the amount still owed, how old the bill is, and whether that client has been in touch by email lately, so the follow-up call starts informed. Balances come from your own Clio access, email from your own inbox.

Everything here lives on a board with the Pulse above it: the line that reads the whole board and says what changed, what needs attention, and what to do next.

MAKE IT YOURS

A template is a starting sentence

Edit the wording until it fits your business exactly. Two ways businesses bend this one:

"Only show balances over $1,000."
"Add each client's open matters next to the balance."

Boards running this usually add

Put "Overdue bills and client email" on your board

Connect your tools, say the sentence, and the card starts reading your business. Free plan included, no credit card required.