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Marshall

Collections Officer · Accounts Receivable

Works your AR aging automatically: polite reminders, firm follow-ups, payment plans, and escalation memos — tone-calibrated by client.

Big-law equivalent: Collections committee + AR department

Owns

Every invoice collected — without burning a relationship.

Collection rate94%/ ≥ 95%

AR past 60 days$1,250/ $0

Collected this week$8,450/ ≥ $7,500

Today

Reminders sent

$8,450

Collected this week

Plans active

Capabilities

✓Automated dunning sequences by aging bucket
✓Payment plan negotiation within your rules
✓Payment links and card-on-file processing
✓Client-by-client tone calibration
✓Withdrawal-risk flags for chronic non-payers

Systems

QuickBooksLawPayPayment plan ledger

Works from Firm Knowledge

Collections ladderPayment plan rulesWithdrawal ethics thresholds

✦ LegalAdministrator.ai intelligence

Operational Playbooks & SOPsLaw Firm KPI Benchmarks

Marshalldraws on the platform's proprietary law-firm operations intelligence — the same source every staff member uses, so recommendations stay consistent.

Marshall

Collections Officer

On duty

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