Managed Receivables for Professional Services & Consultants: The Neutral Follow-Up Protocol

Published 20 October 2026

For consulting firms, boutique advisory practices, and professional services agencies delivering high-value work on credit terms.

At a Glance: How It Works

• Who it is for: Professional services firms, consultancies, and digital agencies under 40 employees billing on retainer, milestone, or credit terms (7 to 90 days).
• The core shift: Senior partners stop chasing invoices. ChaseFlow manages your receivables through the neutral TradePact Network protocol from issuance to resolution.
• Pricing structure: Flat credit fees per invoice ($4.95 to $12.50 depending on subscription tier). Zero contingency commission, zero percentage cut of your receivables.
• Settlement: Strictly non-custodial. Your clients pay your existing bank account directly, exactly as agreed.
• The 25% pilot: Hand over 25% of your newly issued invoices next month. Compare client sentiment, administrative time saved, and resolution speed with your internal process. Then decide.

Why Does Client Follow-Up Threaten Consulting Relationships?

When you run a professional services consultancy, your revenue depends on trust, strategic advisory standing, and client goodwill. Yet every month, senior partners face the same friction: milestone deliverables are completed, retainers are due, but payment lags 30, 45, or 60 days past agreed terms.

Following up internally creates an acute dilemma:

1. The Partner Tax: Senior billable partners spend Friday afternoons sending awkward follow-up emails instead of delivering client work or closing new engagements.
2. The Advisory Boundary: Asking an executive sponsor for money complicates ongoing strategic conversations. When an account lead chases an invoice, the peer-to-peer advisory dynamic shifts to transactional tension.
3. Internal Procrastination: Because nobody wants to alienate an important client, reminders are delayed until cash flow becomes critical. By the time follow-up starts, invoices are already 45 or 60 days overdue.

Automated AR reminder software attempts to solve this by blasting templated email sequences from your own domain. But generic automated emails still come from your brand—and when a software bot bugs your client's managing director, your firm still takes the reputational friction.

Debt collection agencies represent the opposite extreme: aggressive contingency collectors who demand 20% to 50% commission cuts and employ high-pressure tactics that permanently destroy multi-year client relationships.

There is a better alternative: a managed receivables service that operates as a neutral protocol.

How Does the Neutral TradePact Protocol Protect Your Client Relationships?

ChaseFlow separates your commercial advisory relationship from the mechanical protocol of getting paid. We operate under a single guiding standard: You stay the good guy. The rulebook does the asking.

When you partner with ChaseFlow, receivables follow-up is managed through the neutral TradePact Network protocol. The follow-up is not an emotional confrontation from your firm; it is a standardized, predictable administrative process managed by specialized professionals:

• Neutral Third-Party Standing: Follow-up originates under the TradePact protocol. Your client understands that payment rules apply equally and impartially to every invoice, removing personal friction.
• Preserving Advisory Goodwill: When speaking with your clients, you focus 100% on delivery, client strategy, and growth. If a client mentions an invoice, your message is simple: "All of our billing administration is handled independently through the TradePact protocol. For any project questions, come straight to me; for billing schedules, their specialist team takes care of everything."
• Structured Dispute Handling: If a client raises a scope question or invoice query, follow-up pauses immediately. The dispute is routed to your team with full context, allowing you to resolve genuine project queries collaboratively before payment resumes.
• Tamper-Evident Documentation: Every communication, reminder, and payment arrangement is logged into an immutable, tamper-evident case record. If escalation is ever necessary, you hold complete documentation without having exchanged a single heated email.

How Does ChaseFlow Manage Your Invoices from Issuance to Resolution?

ChaseFlow takes over your receivables from the day an invoice is created, providing comprehensive managed follow-up through to payment resolution.

[Invoice Created] ➔ [1-Click Xero/QuickBooks Sync] ➔ [Neutral Pre-Due Reminder] ➔ [Due Date] ➔ [Structured Post-Due Protocol (Email/Phone/Chat)] ➔ [Direct Client Settlement]

1. Ingestion and Setup in Minutes

Connect your existing Xero or QuickBooks account in one click, or upload invoices via standard spreadsheet templates. Set your bank details once so clients always remit funds directly to you.

2. Preventive Pre-Due Verification

Before an invoice falls overdue, neutral, courteous confirmation reminders ensure your invoice reached the correct accounts payable contact, purchase order numbers match, and payment runs are scheduled.

3. Service Levels Tailored to Each Account

You choose the service level per invoice, starting on Essential and upgrading whenever required:

• Essential (0.25 credits per invoice): Structured email follow-up throughout; polite outbound telephone verification starting from Day 60 overdue; Good Payer and Balanced communication styles; interactive live chat for structured payment plans.
• Premium (0.50 credits per invoice): Structured email follow-up throughout; outbound telephone verification at every major overdue milestone (+14, +30, and +60 days); Good Payer, Balanced, and Strong communication styles; priority dispute triage.

4. Non-Custodial Direct Settlement

Neither ChaseFlow nor TradePact ever touches your money. Your clients remit payments directly to your designated bank account using your existing payment instructions. When payment is detected or marked, follow-up stops immediately.

Transparent, Flat Credit Pricing with Zero Contingency Cuts

Traditional collection agencies take a 20% to 50% commission cut of your hard-earned professional fees. ChaseFlow charges a transparent, flat fee in credits per invoice. You pay once per invoice to cover pre-due reminders and up to 90 days of managed post-due follow-up.

Notes on Commercial Terms: Subscription plans carry a 3-month minimum commitment; purchased credits remain valid for 3 months. Invoices in progress are fully serviced through their 90-day cycle even if your balance reaches zero.

How Does ChaseFlow Compare to Other Receivables Approaches?

The 25% New-Invoice Pilot Offer

You do not need to overhaul your accounting department or hand over your historical client ledger to experience the difference.

We invite consulting practices and professional services firms to run our standard low-friction pilot:

Don't hand over your whole ledger. Send us 25% of your new invoices next month. Compare client sentiment, billable time saved, and resolution speed with your internal process. Then decide.

Select a representative cross-section of newly issued invoices—retainers, milestone billings, or project deliverables—and assign them to ChaseFlow under the Balanced style. Measure how quickly clients remit payment when reminders are managed impartially, and experience the relief of keeping partner conversations entirely focused on high-value client advisory work.

Protect Your Client Relationships While Securing Your Cash Flow

Stop sacrificing senior partner hours to overdue invoice admin. Shift your receivables follow-up to a neutral, professional protocol that keeps you in the advisory driver's seat.

Watch the customer journey, the interactive demo and get started for free