BillCake

A thoughtful follow-up. Every time.

Approve the approach, then let your agent follow through with professional email reminders and planned AI phone conversations. For law firms and professional services. Your team stays in control.

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Approve the plan · Your agent follows through

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Every invoice has a next step

See what’s due, what needs attention, and which follow-up is ready for your approval.

Invoices42

Sort: Due date
Client / InvoiceBalance
Henderson & Co.$4,800
Maple Studio$2,250
Alder Partners$3,200

Reminder ready for approval · Simulated preview

Approve the next step

One invoice. A clear next step.
Henderson & Co. · #1042 · $4,800

Review a short reminder and the follow-up schedule. Your approval starts the outreach.

  • Review the reminder
  • Approve email and phone timing
  • Keep control of client contact
Henderson & Co.Invoice #1042 · $4,800
To Sarah · Draft reminder

Hi Sarah, invoice #1042 for $4,800 is overdue. Could you let us know when to expect payment?

First email → Second reminder → Phone follow-up
  1. Reminder drafted
  2. Owner reviews the plan
  3. Plan approved
Owner approval required

Ready to send under your approved plan.

Simulated example · Demonstrates owner approval

Meet Cake.Your built-in billing agent.

Cake helps your office staff review overdue invoices, approve reminders, and track payments—all inside BillCake. Ask a question, review the next step, and let Cake handle the follow-through.

Meet Cake, your
built-in billing agent.

From the first reminder to the final payment.
Your agent follows through. You stay in control.

CakeInvoice review
Which invoices need my attention today?
Message Cake
Nothing is sent from this preview.

Illustrative Cake workspace · Fictional invoice data. AI phone outreach is a planned capability. Nothing is sent from this demo.

  • Ask in your own wordsAsk Cake which invoices need attention and get a clear answer.
  • Approve in the conversationReview reminders and payment requests before the next action.
  • Cake follows throughTrack reminders, phone follow-ups, and confirmed payments.

Your billing system. BillCake’s follow-through.

Planned integrations with your practice management and accounting tools. Availability will be confirmed before launch.

Your billing system

ClioMyCaseSmokeballQuickBooksXeroOther

BillCake agent

BillCake

Reminders

EmailPhone

Owner decisions

ReviewApprove
Clio → BillCake → ClioHenderson & Co. · Invoice #1042 · $4,800
  1. Invoice synced to BillCake
  2. Payment confirmed
  3. Paid status synced back

One invoice. Both systems up to date.

Illustrative sync · Integration availability will be confirmed before launch.

You’ve done the work. Let BillCake handle the follow-up.

Preview only. Registration is not connected; your details will not be submitted.