Resource Hub
Welcome to our Resource Center! Here, you'll find tools and insights to streamline your processes and enhance customer engagement.
Reports
Report
Late payments report
How quickly does every UK region really get paid?
Report
The path to Double Zero
Is the path to zero debtors and zero work in progress possible?
Guides
Can leaseholders pay service charges by direct debit?
Yes, if the leaseholder agrees. The lease still sets amounts and dates, demands must be served properly, and each demand is collected on its due date.
Do law firms still need a card terminal in the office?
Many law firms don't. Payment links, pay by bank and phone payments cover clients who pay remotely, and a terminal can stay for clients who pay at the desk.
How can law firms help clients who can't pay in one go?
Law firms can take staged money on account, agree an instalment plan on a bill or accept part payments. Agree it in writing, including missed payments.
How do I get paid when someone else is paying my client's bill?
Invoice your client, mark it payable by the third party, and agree the payer's cap and contact in writing before work starts, as on settlement agreements.
A client went into administration owing me money: what now?
You're an unsecured creditor. Confirm the administrator, send a proof of debt with your invoices, stop chasing, and expect to get back little or nothing.
Can you collect a £30,000 invoice by direct debit?
Yes, but providers set a limit on each direct debit and larger ones can cost more. Agree a higher limit first, or use pay by bank or a bank transfer.
Should I put a direct debit mandate in my proposal?
For agency retainers, usually yes. Add a mandate link to the acceptance step, say what it covers in the fees section, and take any upfront payment first.
What happens when a client cancels their direct debit and nobody notices?
Collections stop but invoices keep going out. How a cancelled direct debit goes unnoticed, what it costs, and a monthly check that catches it early.
How do I stop forgetting to bill clients for hosting and software costs?
Add each hosting or software cost to the client's recurring invoice the day you buy it, put it in the contract, and collect it by direct debit.
How do agencies keep track of payments across Stripe, GoCardless, Wise and Revolut?
Each payment tool pays out in its own batches, so agencies check four dashboards. Put UK client payments in one place and keep Wise for overseas clients.
How do I get paid by big companies that use supplier portals?
Register as a supplier, get a PO before you start, submit through the portal exactly as asked, then chase accounts payable and ask which payment run it's on.
What will my clients see on their bank statement when I collect by direct debit?
Clients see the name on the SUN their mandate sits under: yours, or your provider's unless you pay for your own. Here's what to expect and what to tell them.
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Webinars
Solving Late Payments: How Law Firms Can Use AI Agents to Reduce Lockup | Adfin x Actionstep
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How to Build a Better Client Onboarding Process
Why you should be charging late fees on overdue payments
AI Chasing: how it works and why it beats automated reminders
The Adfin Brew: Episode 3 - Practice first, Clients next.
The Adfin Brew: Episode 2 - The path to full credit control
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