Fee Schedule Change Advance Notification
A done-for-you professional services automation built for the Billing Coordinator, connecting QuickBooks and Mailchimp so the work below happens on its own.
What this automation does, step by step
When a firm updates its fee schedule, every affected client is automatically notified in advance with a clear explanation of what's changing and when it takes effect, satisfying the compliance requirement for advance disclosure without a billing coordinator manually identifying which clients fall under the updated schedule and drafting individual notices.
The notification is logged automatically for the compliance record, and clients consistently respond better to a clear, proactive heads-up about a fee change than they do to discovering it as a surprise line item on their next statement.
- A CRM
- Zapier or Make.com
- Mailchimp or email
- QuickBooks Online
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left unautomated, a billing coordinator spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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