Payment and Collections Policy Pack

Written payment terms, deposit rules, and a step-by-step collections procedure that runs without drama.

Collections stay awkward when nothing is written down. This pack sets standard payment terms, deposit requirements for new clients, and a timed collections sequence from the first reminder to pausing work.

The internal procedure tells staff exactly what to do on day 15, day 30, and day 45, so nobody improvises. Client-facing templates include the payment terms summary, the past-due notice, and the work-pause letter.

What's included

Firm payment terms policy
New client deposit rules
Timed collections procedure
Past-due and work-pause templates
Card and ACH setup guidance

Review before use

These are templates, not legal, tax, or insurance advice. Have your attorney review any policy, engagement language, or client agreement before you use it, and check with your insurance carrier that it fits your coverage. Terms and conditions

$49

One-time purchase. Policy documents and templates in Word and PDF.

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Use the files with unlimited clients at your firm. Purchases are covered by our terms.