We build confidentiality‑first, IOLTA‑aware automations that eliminate manual intake, raise realization, and accelerate collections. Result: more matters closed, faster cash, and teams focused on legal work.
Busy partners don’t need pretty. They need clarity. We spell out what changes, what it’s worth, how we do it, and your downside protection. You should finish this thinking: “I know exactly what they’ll do, what it costs, and why it pays.”
Passive time capture + invoice discipline lift captured revenue by 5–10 points.
Automated reminders + self‑reschedule increase show rate by 8–15 points.
Clean invoices, payment links, and dunning reduce DSO by ~20%.
Two realistic scenarios. All assumptions visible. If your numbers are bigger, the ROI grows. If smaller, it shrinks. No games.
Total monthly impact: $16,200–$28,000+
Net after $4K retainer: $12,200–$24,000+/mo · Simple payback: ~0.8–1.5 months
Year‑1 net after build: $128K–$270K+
Total monthly impact: $8,700+/mo
Net after $3K retainer: $5,700+/mo · Simple payback: ~2.1 months
Year‑1 net after build (excl. one‑time cash): ~$56K+
Notes: consult lift shown as additional kept consults; realization is captured revenue (not billed); DSO improvement is working‑capital unlocked and not double‑counted.
Most firms land here. We scope exacts in your audit.
$10–18K build · $2.5–4K/mo
$12–25K build · $3–5K/mo
Yes. We integrate with Clio, MyCase, Smokeball, Actionstep, NetDocs, DocuSign and others via native APIs and secure bridges confirmed in the audit.
Yes. Flows respect trust vs. operating, with approvals and reconciliation checks. You retain control of trust decisions.
Time savings are immediate on go‑live; cashflow effects follow your first billing cycles. We monitor KPIs and tune weekly.
One internal owner (≈1 hour/week), PM access for integration, and buy‑in to send reminders. We write the playbooks and train.