Avery Law Reduces 90+ Days Balance Overdue by 75%

About Avery Law

Founded in 2012, Avery Law is a modern boutique law firm redefining legal services for fast-moving businesses. Headquartered in London, the firm specializes in corporate, commercial, and cross-border legal matters, serving a diverse portfolio of startups, scaleups, and international investors. With a lean team of lawyers and legal ops professionals, Avery prides itself on combining deep legal expertise with tech-savvy service delivery.

But as the firm scaled, supporting increasingly complex deals and expanding its international client base—so did the challenges behind the scenes. Their finance operations, once simple, were now lagging behind the pace of the business. Manual invoicing, scattered client communications, and late payments began creating operational friction. 

Avery Law needed a better way to manage accounts receivable, one built for a high-performing legal team that values both efficiency and the client experience.

That’s when they turned to Kolleno’s accounts receivable management solution. 

The Challenges

Behind Avery Law’s sharp legal delivery was a finance operation falling behind. Manual tasks, disconnected tools, and scattered records made it hard to stay on top of receivables—leading to delayed payments, duplicate follow-ups, and an inconsistent client experience.

1. Manual Processes Slowing Down the Team

Avery Law is known for its speed, precision, and ability to turn around complex legal matters efficiently. But while their client-facing work was modern and agile, the same couldn’t be said for what was happening behind the scenes. 

Key financial processes, like issuing statements of account, reconciling payments, and tracking invoice statuses were still being handled manually. Each task required multiple steps: exporting data from Clio, formatting spreadsheets, sending follow-up emails, and updating trackers by hand. 

As monthly invoice volumes grew, so did the time spent just staying on top of collections.

“We were doing great work for our clients, but behind the scenes, we were stuck in spreadsheets”, says David Turney, Co-founder and Partner at Avery Law.

Even the smallest requests, like a client asking for an updated invoice or confirmation of payment, could disrupt an entire afternoon. And because everything was reactive, it became increasingly difficult to work proactively or at scale.

2. Disconnected Systems

There was no integration between Avery’s case management platform (Clio) and their receivables tracking. Information flowed in silos, forcing the team to manually copy client details and financial data from one system to another. This disjointed workflow meant they were constantly switching tabs, logging in and out of different platforms, and reconciling mismatched information. It introduced unwelcome friction and increased the chance of human error.

Without a reliable way to link legal operations with finance, the team often found themselves wasting time verifying invoice details or backtracking through Clio to double-check case references. This not only slowed down internal processes but also caused delays in communicating with clients.

According to David Turney, “We were constantly toggling between Clio and spreadsheets, just to make sure the numbers lined up. It felt like we were spending more time moving data around than actually managing our receivables.”

3. No Central Hub for Collections

Avery Law lacked a centralized, real-time view of their accounts receivable pipeline. Payment history, invoice statuses, and client communication records were scattered across various folders, email chains, and spreadsheets. There was no single place to see which invoices were overdue, who had been followed up with, or what actions were pending.

As a result, collections became a guessing game. Follow-ups were either missed or duplicated, and the team couldn’t easily identify which accounts required immediate attention. Important decisions were being made without clear data, and valuable time was lost gathering context that should have been readily available.

4. A Strain on Client Relationships

Perhaps most critically, these inefficiencies began to affect the client experience. Delayed follow-ups, inconsistent messaging, and unclear payment instructions were becoming more frequent—not because the team lacked care or professionalism, but because the system wasn’t designed to support the firm’s growing scale.

Clients occasionally received reminders that had already been addressed, or waited days for responses that should have taken minutes. For a law firm built on trust, responsiveness, and reputation, this was a growing risk. “We hold ourselves to high standards when it comes to client experience, so chasing a payment twice or taking days to send a receipt wasn’t acceptable. But without the right system, these things kept slipping through the cracks”, explains David Turney.

Avery Law needed a solution that would not only support their internal workflow but protect the strength of their client relationships.

The Solution

Why Kolleno Accounts Receivable Management?

As Avery Law grew, their internal finance systems couldn’t keep pace. Manual processes, disjointed tools, and time-consuming payment tracking were becoming real barriers to operational efficiency—and, increasingly, to the client experience.

They needed to make several key changes, including:

• Implementing a centralized dashboard to unify visibility across accounts and activities

• Automating client communications and follow-ups

• Offering clients a seamless payment portal with open banking functionality

• Creating a direct integration between Clio and their collections system

After exploring multiple providers, Kolleno stood out as the only platform that offered a legal-ops-friendly interface combined with deep automation, complete visibility, and an intuitive experience for both clients and staff.

“As soon as we hopped on a demo with Kolleno, we realized it was the solution we needed,” explains David Turney. “No other provider came close in terms of the functionality and visibility it offered.”

Once Kolleno was in place, the change was immediate. What had once been a fragmented, manual, and reactive collections process became structured, automated, and efficient. The firm gained control and clarity over every single collections task. 

From powerful automation to real-time visibility, Kolleno fundamentally reshaped how Avery Law managed their receivables. Here’s how it all came together.

A Centralized Dashboard to Increase Visibility 

With Kolleno in place, Avery Law finally achieved the one thing their firm had been missing: total visibility. The centralized dashboard brought every detail—outstanding balances, client communications, payment trends, and task assignments—into a single, real-time interface. 

For the first time, the team could identify at-risk accounts before they became problems, monitor follow-up activity without chasing colleagues, and spot patterns across the entire receivables landscape. 

What used to take hours of digging and cross-referencing now took seconds. This level of visibility transformed how the team worked. Finance became proactive instead of reactive. Decision-making became faster, more confident, and more data-driven. 

The result? A smarter, sharper collections operation built to scale.

“The moment we had everything in one place, it changed how we operated. We could finally see the full picture—what was overdue, what needed action, and where the risks were. It gave us control we just didn’t have before”, explains David Turney. 

Automated Client Communications

Kolleno’s automated client communication tools helped Avery Law bring structure, speed, and professionalism to their outreach, without losing the human touch. 

Intelligent workflows now handle everything from initial invoice reminders to escalation emails, adjusting tone and timing based on client behavior, payment status, and custom rules. Each message is personalized and on-brand. This ensures that clients feel supported, not hounded. 

Previously, the firm’s fee-earners and back-office staff team spent hours drafting emails and updating follow-up calendars. Today, Kolleno’s system handles that with ease, automatically logging every interaction and giving the team full context for when human intervention is needed. “Clients get timely, professional updates without us needing to think about it, and we step in only when it really matters”, adds David Turney.

No more duplicate chasers. No more forgotten threads. Just timely, intelligent communication delivered consistently. 

A Seamless Open Banking Payment Portal

Adopting Kolleno’s open banking-enabled payment portal marked a turning point in Avery Law’s collections journey. Clients could now view and pay invoices directly from a secure, professional portal—no clunky attachments, no copy-pasting bank details, and no need to chase for remittance advice. 

Payments can be made in seconds via direct bank transfer, all within a few clicks. The portal also provides complete transparency: clients could see outstanding balances and past payments at any time, reducing inbound queries.

This means automated reconciliation, fewer errors, and dramatically faster settlement times. Most importantly, it has elevated the client experience, offering the kind of seamless, tech-enabled interaction that reflects the firm’s modern, responsive approach to legal services.

As David Turney explains, “Kolleno’s payment portal made things easier for everyone. Clients pay faster because the process is seamless, while we spend far less time on follow-ups or reconciling payments.”

A Direct Integration with Clio

Clio is the backbone of Avery Law’s legal operations—so any finance platform needed to work hand in hand with it. Kolleno delivered exactly that. 

“The Clio integration was non-negotiable for us. With Kolleno, everything just flows—no more copying data between systems, no more double-checking records. It’s created a proper link between legal work and getting paid”, states David Turney. 

The integration between the two systems ensures client, case, and invoice data flows automatically, eliminating the need for duplicate entries or manual reconciliation. As soon as an invoice is generated in Clio, it appears in Kolleno.

This tight connection created a single, reliable workflow from case completion to cash received. It also meant fewer administrative errors and smoother collaboration between legal and back-office teams. 

With everything synced in real time, Avery could maintain momentum across departments and ensure collections happened as efficiently as the legal work itself.

A Smooth Onboarding Experience

Implementing a new finance platform often raises concerns, especially for lean, high-performing teams like Avery Law’s. Would it be disruptive? Would onboarding drain internal resources? Would it take weeks to see value?

With Kolleno, none of those fears came true.

From day one, the onboarding experience was fast, collaborative, and surprisingly hands-off. The Kolleno team worked closely with Avery Law to configure workflows and reporting views tailored specifically to their legal environment. With Clio at the heart of Avery Law’s legal operations, syncing that data accurately into Kolleno was essential—and the integration worked seamlessly.

“We expected a learning curve. Instead, we were up and running within days,” explains David Turney.

Kolleno handled the heavy lifting: importing historical invoice data, mapping client records from Clio, and setting up smart automation rules. They also helped Avery Law’steam configure escalation triggers, payment templates, and user permissions, all designed to reflect the firm’s tone, branding, and client expectations.

Training was minimal but impactful. Thanks to Kolleno’s intuitive interface, team members could navigate the platform with confidence after just one session. The result? No lag time. No resistance. The team hit the ground running.

As David Turney explains, “Kolleno’s onboarding team was fantastic. They took the time to understand our unique challenges and proactively solved them for us.”

Instead of dragging out for weeks, the rollout was complete in just a few days. And within the first week, Avery Law was already seeing fewer overdue accounts and faster payment responses.

The Impact 

The results of implementing Kolleno were felt quickly—and across every part of the firm. Within just three months, Avery Law had transformed its collections performance, streamlined internal processes, and elevated the client experience.

• 75% reduction in 90+ days balance overdue

• 21% decrease in the number of invoices overdue

• 7% drop in median days late

But beyond the numbers, the real impact was in how the team worked. Collections shifted from a manual, time-consuming process to a streamlined, data-driven system that ran efficiently in the background. With visibility through a centralized dashboard, Avery Law’s fee-earners and back-office staff could focus on higher-value tasks. For example, like building relationships and resolving complex queries.

Client communication became more timely and consistent, reducing back-and-forth and preventing disputes before they could arise. Internally, collaboration between fee-earners and the finance team tightened, thanks to the direct Clio integration that aligned both departments around a shared set of data.

Most importantly, Kolleno gave Avery Law the structure to support long-term growth without sacrificing the agility and professionalism their clients expect.

Looking to Transform Your Collections Management?

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