Chasivo for consultants

Every hour spent on invoice follow-ups is an hour you cannot bill.

Get back your $150 to $300 per hour worth of time spent writing follow-ups, checking payment status, and deciding when to chase. Chasivo automates the collection process so that time goes back to client work.

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Follow-up time has a measurable cost at consulting rates.

At $200 per hour, 3 hours of monthly AR administration represents $600 in lost billable revenue. That includes reviewing outstanding invoices, writing follow-ups for overdue milestones, checking whether payments have arrived, and deciding whether a customer who is 10 days late needs a nudge or more time.

Consultants also bill in patterns that complicate collection. Project milestones, phased deliverables, retainer invoices, and final payments each carry different urgency and relationship sensitivity. A follow-up on a $2,000 milestone payment requires a different approach than a follow-up on a $15,000 final invoice. Most invoicing tools treat them identically.

Chasivo differentiates. It tracks each invoice independently with its own risk score, due date, and escalation sequence. The AI factors in the customer’s full payment history, the invoice type, and the current escalation stage when drafting the follow-up. The result is collection activity that runs on data rather than on the consultant’s time.

HOW CHASIVO HELPS

Manual collection versus automated follow-ups.

Without Chasivo

With Chasivo

Follow-ups are written individually, consuming billable hours on non-billable work.
AI drafts follow-ups automatically. Reviewing a Copilot draft takes seconds, not the 15 to 20 minutes of writing one.
Overdue invoices are identified by checking the accounting tool or bank statements manually.
Risk scoring flags invoices likely to go late before the due date, without manual checking.
Milestone, retainer, and final invoices all receive the same generic reminder.
Each invoice is tracked independently with its own risk score, escalation sequence, and follow-up timing.
Follow-up timing is based on judgment. Delayed follow-ups are common during busy project periods.
Follow-up timing is determined by the customer’s actual payment pattern, not by when the consultant finds time.
Reminders send from the invoicing platform’s address, which the customer may not recognise.
Emails send from the consultant’s own Gmail via OAuth. Replies return to their inbox.
No systematic record of which customers pay reliably and which require repeated follow-up.
Customer profiles track average days to pay, late frequency, reliability score, and reminder responsiveness.
CAPABILITIES

What Chasivo provides for independent consultants.

AI follow-up drafts

Each draft references the specific invoice number, amount, and due date. Tone adjusts based on escalation stage and the customer’s payment history — a first nudge reads differently from a third follow-up. Drafts send automatically on Autopilot or queue for review on Copilot.

Native inbox delivery

Follow-ups send from the customer’s own Gmail via OAuth. The recipient sees a familiar sender — not a platform domain. Replies return to the customer’s inbox. No branded footers, no third-party headers, no spam-folder risk from an unfamiliar address.

Per-invoice risk scoring

Each invoice receives a 0–100 risk score before the due date, calculated from the customer’s historical days-to-pay, late frequency, and collection rate. Specific signals are listed plainly: “Customer historically pays 15 days late.” Batch analysis covers up to 10 invoices at once.

Customer payment profiling

AI analyses each customer’s invoice history to produce a behavioural profile: average days to pay, preferred payment day, seasonal risk windows, reminder responsiveness, and a warmth score (1–10). Requires 3+ invoices per customer. Batch profiling available for up to 10 customers.

Unified inbox

All customer communications consolidated in a single view. Conversations are threaded by customer across email channels. AI drafts, sent messages, replies, risk scores, and invoice status are visible without switching between applications.

Multiple invoice types

Standard, Deposit, Milestone, and Final invoice types. Each tracks independently with its own due date, risk score, and follow-up sequence. The AI treats each type appropriately within the context of the customer’s broader payment history.
CHASING AUTOMATION

Three modes of automation, configurable per customer.

Autopilot drafts and sends follow-ups automatically based on the customer’s payment history and escalation stage. Appropriate for established customers with predictable patterns, where manual review on every email adds overhead without adding judgment.

Copilot drafts the follow-up and holds it for review. Nothing sends without explicit approval. Appropriate for new customers, large outstanding balances, or relationships where the tone of each communication matters.

Manual keeps risk scoring and profiling active but disables all AI-generated communication. Appropriate for customers where all correspondence is handled directly by a specific person.

Set a default at the account level. Override per customer as needed. Individual invoices can be paused independently — the customer’s remaining invoices continue under their assigned mode. When a paused invoice resumes, the follow-up sequence picks up at the correct escalation stage based on prior activity, rather than restarting from the beginning.

Try Chasivo now.

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