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Collection Letter (current client)

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When a client is 2 full billing cycles over due we do the following:

  • Confirm with Shelly that this is to be sent out.
  • Confirm with lawyer that this is to be sent out.
  • Prepare and Send this letter  Withdrawal Letter lack of Funds 2018
  • fill in client name and address
  • Look at  casename…Time & Billing…Balance Waiting Payment.

 

 

 

 

 

  • add 7 days from the date of the letter (EXAMPLE:  Sept. 12  = Sept 19.)  Make sure that is still bolded.
  • Put a task and mark HIGH PRIORITY in My case under that file.
  • give to lawyer to review and /s it.
  • send it out via PDF email  AND
  • upload to MYCASE and share with client.
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