Optimaite Law connects invoices, incoming payments, reminder stages, default interest and client communication. AI detects overdue items, drafts the right reminders and suggests escalation or instalments — without your team maintaining receivables in Excel.
AI prioritises receivables, calculates default interest and drafts reminders matched to client, tone and escalation stage.
Open receivables are usually checked weekly from accounting or bank data. Reminders go out late or inconsistently.
→ Invoice 2026-1047 · 18 days overdue
A long-standing client needs a different reminder than a new debtor. Standard templates rarely reflect that.
When reminders fail, claim status, correspondence and payments have to be assembled again.
All overdue invoices with age, amount, client, risk and recommended action.
Stages, deadlines, texts, fees and escalations are configurable per firm or client type.
Interest by cut-off date and claim type is calculated automatically and inserted into letters.
Instalment agreements are monitored; missed payments trigger follow-ups or escalation.
Enforcement handoff
If dunning fails, the claims account is handed to enforcement without re-entry.
Dunning as a continuous firm process, not a monthly chore.
AI reconciles invoices, bank payments and credits and flags open or partly paid items.
→ Invoice 2026-1047 · 18 days overdue
Accounting or secretariat confirms ambiguous matches.
AI assigns reminder stage, default interest and recommended tone based on client type and history.
You adjust stage or tone when relationship or strategy requires it.
AI drafts payment reminder, dunning letter, instalment proposal or final deadline with payment link.
Release stays with the team; sensitive clients can be set to manual.
AI monitors response, payment or expiry and suggests the next escalation.
You decide on grace, instalments, stop or handoff to enforcement.
Berufsträger-Kontrolle. Client communication and escalation are never sent without defined approval rules. Every reminder stage is traceable and can be paused per client.
| Aspekt | Optimaite Law | Excel / DATEV Export |
|---|---|---|
| Prioritisation | By age, amount and risk | Sorted by date |
| Reminder texts | Client-specific | One standard letter |
| Interest calculation | Automatic | Manual or omitted |
| Enforcement handoff | With claims account | Reassemble manually |
Enforcement
AI detects title, principal claim, ancillary claims and payments, calculates the claims account and suggests the next enforcement step.
Billing & Accounting
AI auto-bundles unbilled hours and expenses into batch invoices · checks subject value and frame fee · monitors dunning levels and default interest — you approve.
Client Portal
AI sorts client-uploaded documents automatically into the matter and notifies the responsible lawyer.
Alles Wichtige zu Betrieb, Sicherheit und Einstieg — kurz beantwortet.
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Demo buchenWe show how receivables, reminder stages and enforcement handoff run in one firm pipeline.
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