DASHBOARDS & AUTOMATION
Numbers you can verify, not decorative dashboards
A dashboard showing metrics nobody consults has no value, however well designed. We start from a specific question the firm already asks, not the other way around.
Financial dashboards
Pending billing, unbilled matters, trust account tracking: the figures that determine whether a firm is profitable this quarter, beyond what it bills in theory.
Trust accounts and compliance
Automated reports that meet bar requirements, without manual reconstruction at month-end.
Contract automation
Document generation from templates and automatic filling of recurring fields. Double entry goes away; the lawyer’s judgment stays.
Connecting to existing tools
New workflows plug into QuickBooks and your existing matter management, not the other way around. The firm keeps its accounting system; we adapt around it.
Free business consultation
Let’s discuss your context and the best approach for your firm.
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