Receivables automation for Australian legal practices
SettleFlo imports your unpaid invoices from Actionstep, sends the Communications your Workflow defines from your own address, and takes the payment online.
What it does
Four things, all of them running today against real invoices in Actionstep.
Open invoices are pulled from Actionstep every hour with their matters, debtors and matter types. Anything voided upstream reconciles itself. Run it by hand whenever you want to.
A due date, a day offset, then an ordered list of steps: send a Communication or apply a Penalty. Deliberately linear, so what will happen on any given day is never in question.
Consent Microsoft 365 once and every Communication leaves your own mailbox, on your own domain. Eight merge fields cover the invoice, the matter, the fee earner and the Payment Link.
The debtor opens a hosted page and pays by card through Pinch — no login. When the money lands, the responsible fee earner is emailed and a task is raised in Actionstep.
Connect, author, automate
Sign in with Actionstep — there is no password and no sign-up form. Your firm exists from the first sign-in, and setup reads as complete on its own once these three are done.
An administrator connects Actionstep, which brings in your name and operating time zone. Then consent Microsoft 365, verify the sending address, and apply for a Merchant so card payments can be taken.
Write the email your practice would have sent anyway, in your own words, with merge fields for the invoice and the Payment Link. Then set the day offsets that decide when it goes.
One run per operating day in your own time zone: invoices are enrolled, due steps are executed and interest accrues. The Automation Stage unlocks only when setup is genuinely complete.
Automation you climb into
A new firm cannot be automated by accident. Every outbound action queues for a human until you decide otherwise, and every state change is recorded.
Everything pending, with its invoice, debtor and age. Approve to execute, or decline to skip the step or stop the Enrolment.
Every state change in plain language, filterable — who did what to which invoice, and when.
Name the matter types, matters or debtors a Workflow will never touch. Sensitive files stay out of it.
Written only from verified Pinch notifications, never by hand, with refunds, disputes and chargebacks surfaced for attention.
Get paid faster, from the invoices you already have
SettleFlo is in pilot with a small number of Australian practices running on Actionstep. If that is you, we would like to hear from you.