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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.

LEGAL · DASHBOARD TEMPLATEDraws from:Clio ManageGmailOutlook Mail
Works with either connected inbox.
Your dashboard · liveLive
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:Clio ManageGmailCITED, 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

All dashboard templates
LegalLeads next to new mattersSee template →LegalCourt dates vs your calendarSee template →Client healthClient health, every accountSee template →Client healthAccounts going quietSee template →

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.