Case study · LinguisTriks
Payment chasing and follow-ups that create themselves
Automated task creation inside a project management platform used by translation and interpreting agencies.
The challenge
Agency staff were relying on memory and spreadsheets to chase unpaid invoices, confirm project deliveries and follow up on client statements. Jobs slipped through the cracks, and cash came in later than it should have.
What we built
- A payment-chase task created automatically 30 days after an invoice is emailed, linked to the invoice and client and assigned to whoever sent it
- A delivery task raised the moment a translation or interpreting project is marked complete
- A follow-up task two days after a client statement is sent, for both single and bulk sends
- A redesigned task calendar with Pending, Overdue and Completed filters and one-click completion
The result
- Every invoice now has a chase-up scheduled from the moment it's sent
- Nothing depends on someone remembering to set a reminder
- Managers can see overdue follow-ups across the team at a glance
Find out what you could stop doing by hand
A 30-minute call, no charge. We'll look at how work moves through your business and point out what's worth automating first, and what isn't.