CollBox

How CollBox works with Clio

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  Instant Past-Due Detection, Fully Synced with Clio Manage

  CollBox connects directly to Clio Manage to automatically identify past-due invoices and surface them in real time—no manual tracking, no spreadsheets, and no digging through reports. Once connected, CollBox continuously syncs your billing data so nothing slips through the cracks.
  When an invoice reaches your preferred overdue threshold (for example, 1, 15, or 30 days past-due), it automatically appears in CollBox with all client details and balances intact. This allows your assigned Accounts Receivable Specialist to begin gentle, professional follow-up immediately.
  Firms maintain complete visibility: every call, email, and note logged by your specialist appears in your CollBox dashboard, alongside payment progress and account summaries. You’ll always know who’s been contacted, what was said, and which invoices have been paid.
  It’s like having a built-in collections dashboard powered by Clio, giving your team a live picture of the firm’s cash flow health.
  In short: Clio provides the data, CollBox brings it to life—turning overdue invoices into recovered revenue automatically, accurately, and without extra work for your staff.

• From Sync to Success: Human Expertise Meets Automation

  After syncing with Clio Manage, CollBox assigns your firm a dedicated Accounts Receivable Specialist—an experienced, U.S.-based professional trained in law firm receivables and client communication.
  Your specialist begins friendly, brand-aligned outreach to each past-due client identified from your Clio data. Using your firm’s tone and policies, they make personalized phone calls, send courteous email reminders, and follow up on promised payments—all while preserving client goodwill.
  Every action is tracked within CollBox for full transparency. You’ll see who was contacted, when, and the outcome of each interaction—no surprises, no guesswork.
  Clio firms gain an instant “human layer” of cash-flow management—without hiring, training, or managing in-house staff. Instead of spending hours chasing payments, your team can focus on billable work, confident that CollBox is handling every past-due follow-up in the background.
  Because CollBox acts in a first-party capacity—never as a third-party collections agency—your firm maintains complete control of the client relationship and reputation.
  The result: faster payments, fewer awkward calls, and a healthier bottom line—all seamlessly powered by your existing Clio Manage setup.