CollBox

ollBox serves law firms by taking over collections efforts on past-due invoices with a “friendly, professional” approach that aims to preserve client relationships. The system syncs with a firm’s billing or practice management tools, identifies overdue accounts, and orchestrates follow-up communications (both automated and manual) to accelerate payment. CollBox offers both one-time cleanup projects and ongoing AR support, with transparent reporting and dashboard visibility into collection status.

Key Features and Functions include:

Integration with Legal & Accounting Systems
CollBox integrates with Clio Manage, Smokeball, QuickBooks, and other tools to pull invoice data automatically.

Automated Follow-Up Workflow
The platform automates reminders via email, with preconfigured cadences, to nudge clients on outstanding balances.

Human Outreach / Phone Calls
Beyond automation, CollBox uses trained AR specialists to make phone calls to clients when required, aiming to recover payments without needing litigation or harsh escalation.

Dashboard & Reporting
Provides real-time visibility into outstanding invoices, collection status, and recovery metrics so law firms can monitor performance.

One-Time Cleanup + Ongoing Support
Firms may engage CollBox for a one-time “clean up” of aged receivables or maintain it as a continuous AR service.

Transparent Payment Terms
Clients keep 100% of payments collected; CollBox charges for service, not as a commission on collections.