Optimaite Law
Module · Dunning · Module

Open receivables,that report themselves.

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.

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  • GDPR compliant
  • §43e BRAO compliant
  • Native beA integration
  • §203 StGB compliant
  • On-premise available
  • Cloud in Germany
  • Solo to large firms
The status quo

Today this costs time. Not anymore with Optimaite.

Without Optimaite

Dunning becomes a side job

Open receivables are usually checked weekly from accounting or bank data. Reminders go out late or inconsistently.

With Optimaite Law

AI reconciles invoices, bank payments and credits and flags open or partly paid items.

→ Invoice 2026-1047 · 18 days overdue

Without Optimaite

Tone and escalation drift

A long-standing client needs a different reminder than a new debtor. Standard templates rarely reflect that.

With Optimaite Law

AI assigns reminder stage, default interest and recommended tone based on client type and history.

Without Optimaite

Handoff to enforcement is brittle

When reminders fail, claim status, correspondence and payments have to be assembled again.

With Optimaite Law

AI drafts payment reminder, dunning letter, instalment proposal or final deadline with payment link.

Built in, not bolted on

Four things that define this module.

01

Receivables cockpit

All overdue invoices with age, amount, client, risk and recommended action.

02

Reminder-stage rules

Stages, deadlines, texts, fees and escalations are configurable per firm or client type.

03

Default-interest calculation

Interest by cut-off date and claim type is calculated automatically and inserted into letters.

04

Instalment plans

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.

AI in the background

From receivable to decision

Dunning as a continuous firm process, not a monthly chore.

  1. 01
    What the AI does

    AI reconciles invoices, bank payments and credits and flags open or partly paid items.

    → Invoice 2026-1047 · 18 days overdue

    What you decide

    Accounting or secretariat confirms ambiguous matches.

  2. 02
    What the AI does

    AI assigns reminder stage, default interest and recommended tone based on client type and history.

    What you decide

    You adjust stage or tone when relationship or strategy requires it.

  3. 03
    What the AI does

    AI drafts payment reminder, dunning letter, instalment proposal or final deadline with payment link.

    What you decide

    Release stays with the team; sensitive clients can be set to manual.

  4. 04
    What the AI does

    AI monitors response, payment or expiry and suggests the next escalation.

    What you decide

    You decide on grace, instalments, stop or handoff to enforcement.

Lawyer in control. Client communication and escalation are never sent without defined approval rules. Every reminder stage is traceable and can be paused per client.

Compared

Optimaite dunning vs. manual receivables list

AspectOptimaite LawExcel / DATEV Export
PrioritisationBy age, amount and riskSorted by date
Reminder textsClient-specificOne standard letter
Interest calculationAutomaticManual or omitted
Enforcement handoffWith claims accountReassemble manually
FAQ

Frequently asked

Yes. VIP clients, ongoing settlement talks or disputed invoices can be set to manual, paused or partner approval.

Only if you configure the rules that way. Many firms start with drafts and later enable automatic first reminders.

Plays well with

Related modules

Dunning that does not get buried.

We show how receivables, reminder stages and enforcement handoff run in one firm pipeline.

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14-day trial · no credit card · data residency: Frankfurt