The work got done and the bill went out. Then the follow-up became whoever had a spare hour, which in a busy month is nobody, and the oldest bills sit in the aging report until a partner notices them at the end of the quarter.
Clio Manage already holds the answer to who owes what and for how long. Turning that into a notice sent on the right day, in your firm's wording, stopped the moment the client pays, and written down on the matter, is still a person's job at most firms. That job is what an AI billing agent takes. Here is what it does each weekday, and what it leaves with your staff.
What the agent does each weekday
It connects to Clio Manage through Clio's API, reading bills, payments, matters and trust balances, and writing notes back. Odyssey AI is not affiliated with or endorsed by Clio.
Every weekday morning: it checks every unpaid bill and sends a payment reminder based on how late that bill is — at 7, 30 and 60 days — in your firm's wording and on your schedule. A bill four days past due gets nothing yet. A bill at 32 days gets the second notice, not the first one again.
When a payment is recorded: your staff enter it in Clio the normal way. The agent reads Clio, sees the bill is paid, and stops that client's reminders. There is no list to update and nobody to tell.
When a trust balance drops below your minimum: it sends that client a retainer top-up request, so the replenishment ask goes out when the balance falls rather than when someone catches it three weeks later.
When a bill passes 90 days: it stops emailing that account and puts it on a call list for a person on your team.
After every step: the email it sent, the question a staff member asked it, and the action it took are written as a note on the matter in Clio. The billing record and the client record stay in one place.
The part that usually breaks
A reminder schedule run by hand has one common failure: a client who already paid gets a notice anyway. That email is awkward for the firm and irritating for the client, and it makes staff wary of sending reminders at all.
So the useful question is not whether software can send scheduled email. It is whether it knows when to stop. The agent reads payment status out of Clio on every run, which is why recording the payment the normal way is the only step your staff have to keep doing. Automating payment reminders is mostly this: getting the stop condition right so the sending can be left alone.
Ask Odyssey: answers from inside Clio
Stopping also has to work between runs, because clients tell your staff things that are not in Clio yet.
An Ask Odyssey button sits on a matter and on a client's contact page. One click opens the agent focused on that client. Staff ask what that client has been sent, why a notice went out, or what they still owe, and it answers from Clio. They can also tell it something — a client who paid by check this morning, or one a partner wants left alone this month — and it holds that client's reminders. It can also email an A/R aging report or a client's billing history on request. The question and the answer are saved as a note on the matter.
That is the difference between a scheduler and something your staff actually work with. The person who takes the client's call is the person who can stop the next email, without filing a request with anyone.
What stays with your people
A billing agent should not try to be the whole collections function. Three parts of the job stay with your staff by design.
Accounts more than 90 days past due: these go on a call list, not into another email. A client who has read three notices and paid nothing needs someone who can ask what is going on and decide what the firm will accept. That is a conversation and a judgment call, and a fourth email will not make it.
Disputes and sensitive accounts: a client arguing about a line on the bill, or a matter where the relationship needs care, goes to your staff. Never to more automation.
The wording and the timing: your team writes and approves what each notice says and when it goes, before anything reaches a client. The reminders are the firm's, in the firm's voice, on the firm's schedule. You can pause the agent at any time.
Those three are not gaps in the product. They are the parts where a person changes the outcome, and the reason to automate the first 60 days is to have time for them.
Watch it run before you scope it
We recorded the agent working end to end in the demo video: a recorded payment stopping a client's reminders, the weekday run sending notices and a retainer top-up request, an account past 90 days moving to a call list, and a staff member asking a question from inside a matter.
It runs on a demo law firm in Clio Manage with made-up clients and amounts. It is a demo, not a client deployment, and no firm is named in it. The Clio Manage integration page lays out the same work as five steps, with the rules the agent follows and the questions firms ask us about it.
Billing is the first thing built on the connection
Billing is where we started because it is repetitive, it follows rules the firm already has, and nobody on staff wants to own it. It is not the limit of what the connection carries. The same approach — read the records in the system your office already uses, apply the rules your office already follows, write the result back where your staff already look — is what we build as custom software for the rest of what a firm runs on.
What it costs
A build fee from $2,500, then from $599 a month. The monthly fee covers the AI model usage, monitoring and fixes, and the changes you ask for once it is running. More systems to connect, more volume and more complicated rules raise a quote. The pricing section of our FAQ lists what the fee includes.
Measure that against the bills that age out quietly each year, and against the hours your staff spend assembling a reminder list and writing the same three emails.
The call
Bring two things: your current aging report, and what your firm says in a first and a second notice today, even if the second one is a sentence someone improvises each time.
We will go through which bills the agent would have emailed this morning, which ones belong on a call list instead, and what the wording and the schedule should be. If that is the conversation you want, book a call.