At-Risk Clients
Identify at-risk clients automatically. Monitor overdue invoices, stalled projects, and expiring proposals with ClientFlow's risk detection dashboard.
The At Risk tab automatically flags clients showing warning signs: overdue payments, stalled projects, or expiring proposals.
Risk Categories
ClientFlow detects three types of risk:
| Risk Type | Trigger Condition | What It Means |
|---|---|---|
| Overdue Invoice | Invoice payment is past due date | Client hasn't paid on time |
| Stalled Project | No time tracked on active project for 14+ days | Work has stopped |
| Expiring Proposal | Proposal valid_until date within 7 days | Proposal will expire soon |
A client can have multiple risk factors simultaneously.
Risk Levels
Each at-risk client is assigned a risk level based on severity and combination of factors:
| Level | Meaning |
|---|---|
| Critical | Multiple risk factors or severe overdue situation |
| High | Significant risk factor present |
| Medium | Moderate concern |
| Low | Early warning sign |
Risk Heatmap
Visual matrix showing risk distribution across your client base. Quickly see:
- How many clients are at each risk level
- Concentration of risk factors
- Overall portfolio risk
At-Risk Client List
Each client in the list shows:
| Field | Description |
|---|---|
| Client Name | Client company name |
| Risk Level | Critical, High, Medium, Low badge |
| Risk Factors | Icons indicating which risks apply |
| Amount at Risk | Total value tied to risk factors |
| Suggested Actions | Recommended next steps |
Client Risk Analysis Panel
Click any at-risk client to open detailed analysis:
Overview
- All active risks for this client
- Risk level explanation
- Total amount at risk
Related Items
- Overdue invoices (with days overdue and amounts)
- Stalled projects (with days inactive)
- Expiring proposals (with expiration dates and values)
Suggested Actions
System-generated recommendations based on risk type:
| Risk Type | Typical Suggestions |
|---|---|
| Overdue Invoice | Send reminder, call client, review payment terms |
| Stalled Project | Check project status, reach out to client |
| Expiring Proposal | Follow up, extend deadline, schedule call |
Understanding Each Risk Type
Overdue Invoice
When an invoice's payment_due date passes:
- Client appears in At Risk with overdue_invoice flag
- Amount shows outstanding invoice value
- Days overdue displayed
What to do:
- Check if client received the invoice
- Send payment reminder
- Address any issues blocking payment
Stalled Project
When an active project has no time entries for 14+ days:
- Client appears with stalled_project flag
- Project name and days inactive shown
What to do:
- Verify if pause is intentional
- Check if work is blocked on client input
- Reach out to confirm project status
Expiring Proposal
When a proposal's valid_until date is within 7 days:
- Client appears with expiring_proposal flag
- Proposal value and expiration date shown
What to do:
- Follow up with client on decision
- Offer to extend deadline if needed
- Schedule call to discuss concerns
Using At Risk Effectively
Daily check (2 minutes)
- Open At Risk tab
- Check for any Critical level clients
- Address Critical items same day
Weekly review
- Review all at-risk clients
- Assign follow-up actions to team members
- Track resolution progress
What to prioritize
- Critical clients — Act today
- High clients — Act this week
- Overdue invoices — Revenue at stake
- Expiring proposals — Close or lose
Risk Prevention
Avoid overdue invoices
- Invoice promptly after work completion
- Set appropriate payment terms (Net 15, Net 30)
- Send reminders before due date
Avoid stalled projects
- Maintain regular time tracking
- Check in with clients during quiet periods
- Identify blockers early
Avoid expired proposals
- Set realistic valid_until dates
- Follow up before expiration
- Track proposal age in Revenue tab
Related Tabs
- Pending — Shows pending invoices and proposals before they become overdue/expired
- Insights — AI-generated recommendations for at-risk situations
- Revenue — Overdue invoices also appear here
The At Risk tab shows problems while there's still time to fix them. Check it regularly.