Headnote drives increased profitability and efficiency where it matters most - getting paid and tracking client satisfaction.

From getting paid faster to automating AR management and NPS tracking, Headnote ensures your firm will beat its collection and revenue goals.

AR Management & Automation
AR Management & Automation

AR Management & Automation

  • Personalized firm dashboard with real-time AR and payment activity updated automatically
  • On demand historic and outstanding payment and AR data at a client, matter, or firm-wide level
  • Automated collections functionality including personalized, ongoing email reminders to clients until invoice is paid in full
  • Recurring and installment payment plans to automate ongoing client payments
CLIENT SATISFACTION TRACKING VIA NPS

CLIENT SATISFACTION TRACKING VIA NPS

  • Automatically survey clients to understand how likely they are to refer your firm at the time payment for services is completed
  • Clients complete a single question survey rating how likely they are to refer your firm to a colleague on a scale of 1-10
  • Client feedback is appears instantly on your firm’s dashboard
  • Benchmark your firm’s average NPS over time or analyze feedback granularly for a specific time period or at the invoice, client, or attorney level
Easy, Compliant Online Payments

Easy, Compliant Online Payments

  • Credit card and instant eCheck / ACH payments for a transparent, flat fee
  • Payment requests, website portal payments, manual credit card charges
  • Recurring and installment payment plans on the schedule of your choosing
  • Guaranteed payment security and full PCI compliance
Insights, Reporting & Visibility

Insights, Reporting & Visibility

  • Client activity tracker including if the invoice was received or opened
  • Payment activity tracking including whether payment was received or if the client has set up a payment plan
  • Real-time status of all automated collection efforts to date and ongoing for a particular invoice
  • Historic receivables and payment data as well as predicative analytics on future receivables and cash flow

Adding Headnote into your firm's post-invoicing process is simple.

Headnote is compatible with many email, billing, invoicing, and accounting systems so you can easily integrate Headnote into your existing application. Use Headnote with your current billing or practice management software by quickly adding a Headnote payment link to be sent with your invoice.

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