BI & 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, not just 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, automatic filling of recurring fields — eliminating double entry without replacing lawyer judgment.
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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