LegalCollect

Automate your debt recovery processes.

Send invoice reminders using your own email templates, apply late fees, calculate penalty interest, and offer credit card payment options to your clients.

What is LegalCollect?

LegalCollect provides an automated system to manage debt recovery by sending invoice reminders, applying late fees, calculating penalty interest, and offering credit card payment options to clients.

What can you do with Actionstep and LegalCollect?

LegalCollect has all the tools you need to streamline your debt recovery processes and get paid quickly. Features include:

Invoice Reminders: Automated reminders using your email templates, on your schedule.

Merge Fields: Customize your email templates with merge fields.

Email Tracking: Track delivery and opening of emails.

Credit Card Gateway: Provide online payment options to your clients.

Late Payment Penalties: Automatically calculate and apply penalties to your matters.

VIP Clients: Exclude special clients from having reminders sent.

Actionstep Integration:

Automatic nightly download of your Actionstep invoice data.

Creation of disbursements of penalties and/or late fees on your Matters.

Creation of File Notes on your Matters.

Deep link connection to your Matters.

What are the requirements to use this integration?

Subscription/cost: AUD $1.50 per reminder notice sent.
Actionstep permissions: Must have the “reporting data exporter” active.
Native/iPaaS requirements: N/A

How do you get started?

To set up and learn more about using this integration, please contact LegalCollect.

Leslie Leahy
leslie@legalcollect.com.au
+61 414 244 224

Get Started