LawBilling & Finance

SMS Payment Reminders

Built for Law Firm Billing Teams.

Identify cases with eligible outstanding balances and send SMS payment reminders while notifying the assigned staff member, reducing manual collections follow-up for billing and finance teams.

Why this matters

The manual work this replaces

Outstanding balances require manual review, client outreach, and internal coordination.

What Caddi does

How the automation runs

  1. Neos

This process reviews upcoming calendar events for a target staff member, extracts unique case numbers, checks each case for eligible type and minimum outstanding balance, retrieves client contact and language details, sends an SMS payment reminder to the client, and sends an internal message to the assigned staff about the notification.

Value created

What changes after Caddi

Payment reminders go out faster with more consistent follow-up on collectible balances.

Browse all
Law

Evernote Note-to-Task

Read new notes tagged for follow-up, extract the action items, and create tasks in your project or matter system, reducing dropped action items for paralegals and legal ops teams.

Law

Collection Payment Receipts

Identify today’s collection payments, resend receipts to the right recipients, and update the corresponding case record and email tagging, reducing cross-system payment tracking for billing and finance teams.

Law

HIPAA Authorization Packets

Pull case details to complete and review HIPAA authorization PDFs and upload the finalized file to the case record, reducing manual form completion for compliance teams.

See it on your stack

Want SMS Payment Reminders automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.