Effectively managing accounts receivable (AR) is crucial for maintaining the financial health of a law firm. Firms need to easily identify “at risk” clients and invoices, which are reaching the point of diminishing returns in a systematic, efficient, user-friendly way. Orion’s AR Collection Manager does just that.

Orion’s AR Collection Manager dramatically streamlines collection efforts by providing both the billing attorney and accounting staff or collection manager with an instant, updated snapshot of open invoices, steps taken to collect on those invoices, and instructions pertaining to “doubtful” debtors.

Law firms can increase their bottom-line by initiating, tracking and viewing collection efforts such as emails, notes about phone calls or follow-up reminders. All efforts are then linked to the invoice itself for complete collections management.

Orion’s AR Collection Manager’s Robust Features Include:

View key statistical AR information in summary and invoice level simultaneously

Forward “collection instructions” to management for review

Identify “doubtful” invoices (and include or exclude them from an aged accounts receivable report)

Tag invoices to be “written-off” for the accounts receivable clerk

Easily identify collection contacts for various communications

Record actions taken to collect using Orion’s “Journal” tool

Create reminders for follow-up

Customizable email templates for collection communications

Block new matter opening for clients in collections

Print and distribute accounts receivable reports including collection status and notes