Receivables and intake, run by agents

−33%

Days sales outstanding

< 48 h

Intake to signed letter

6 wk

To default path

The problem

Receivables were chased by whoever had time. New-client paperwork took two weeks because engagement letters were assembled by hand from old ones.

What we built

• A receivables agent with tier-aware reminders and escalation rules
• An intake agent that drafts engagement letters from a structured form
• Approvals in email: one tap to send, edit or hold

Result

Cash came in faster and partners stopped spending Fridays on it. Approval volume fell to a handful a day within a quarter.