Question 1

What is CollectSync?

Accepted Answer

CollectSync is software for mid-size law firm back offices. It recovers hard cost advances, keeps fees and costs separate, puts every open invoice in one collect queue, and uses AI to turn your notes into scheduled follow-ups and drafted emails.

Question 2

How does CollectSync recover hard cost advances?

Accepted Answer

At many mid-size firms, a third to half of the checks AP writes are hard cost advances or charges billed back to clients. CollectSync tracks those costs separately from fees, so each advance is followed through to recovery instead of getting buried inside the invoice.

Question 3

How do AI follow-ups work in CollectSync?

Accepted Answer

Your notes are the data. When an invoice passes 31 days, a reminder is scheduled automatically. If a client promises a check next week, CollectSync sets the follow-up for the day after it should arrive. If the payment has not posted, it drafts an email asking for an update, ready for you to send.

Question 4

Do I need BillSync or APSync to use CollectSync?

Accepted Answer

No. CollectSync works on its own. When it runs alongside BillSync and APSync, it can use billing data and AP data together, which gives you better predictive analysis and a full view of what went out, what was billed, and what came back.

Question 5

Can CollectSync send reminder statements and follow-ups by email?

Accepted Answer

Yes. CollectSync tracks how, to whom, and when each bill went out. It sends reminder statements and collection follow-ups by email, and gives you analytics to collect every invoice as quickly as possible.

Question 6

What is email direct pay?

Accepted Answer

Email direct pay is for clients who do not require a billing portal. The invoice is delivered by email with a direct way to pay, and finance still tracks its status alongside portal submissions.