Time capture, conflict checks, billable hours, and the trust account — on rails so the practitioners practice.
Time capture, conflict checks, billable hours, and the trust account — on rails so the practitioners practice. Built for UK law firms.
Every new instruction routed through conflicts and KYC before a partner says yes. Retainer caps watched, not assumed.
Lightweight capture that fee-earners actually use. Per-matter, per-task, per-fee-earner — so realisation is calculable, not guessed.
Pre-bills generated on schedule, partner review on the iPad, trust account reconciled with the ledger. SRA-aware throughout.
Templates the firm actually uses — parameterised, version-controlled, auditable. One source of truth, not seventeen Word files.
Initial ID + AML at instruction, on-going monitoring through the matter, audit trail for the SRA inspection nobody enjoys.
The firm's drafting brain, searchable. Junior fee-earners find the right precedent in seconds, not the wrong one in twenty minutes.
A regional firm ran on Clio for matters but did pre-bills in Excel and trust reconciliation by hand. Three-week build: scheduled pre-bills generated from approved time, partner-review queue on iPad, trust ledger reconciled to Xero nightly. Six months in: WIP-to-bill cut from 19 days to 8, realisation up four points, partner Sundays returned.
How we measure: WIP-to-bill measured as date of last fee-earner time entry to date of bill issue, weighted by matter value across 84 active matters; realisation = billed / recorded hours, rolling quarter.
If your work isn't exactly this, the nearest sectors share the rhythm. Or browse every industry we build for.
Bring a recent matter, a pre-bill, and the trust ledger. We diagnose from the numbers.