Quarter close without the billing scramble.
Balances fill the fee workbook, fees are calculated from your schedule, invoices go out, and statements are filed.
From first call to up and running.
1Map your process
We learn how your team works today and which tools it uses.
2Build and connect
We build the workflow inside the tools you already use.
3Test with your team
We run it with real examples before it goes live.
4Document and support
You get written instructions, and we keep it running as your tools change.
What it does for your firm.
A quarter close that runs itself
The workbook fills in and the invoices are ready without a week of copying.
Fewer billing mistakes
Fees come from your schedule, not from someone re-typing a balance.
A clean paper trail
Statements, invoices, and payments are filed as they happen.
Common questions.
Which tools does this work with?
Portfolio tools like Orion and Black Diamond, spreadsheets, QuickBooks, your CRM, and your document storage.
Does it charge clients on its own?
No. It prepares the workbook, the invoices, and the statements. Your team reviews and sends.
Can it handle our fee schedule?
Yes. Fees are calculated from the schedule your firm already uses, including tiered and flat arrangements.
What happens when a payment arrives?
The invoice is filed and logged, so nobody has to check it off by hand.
Other ways we help with automation.
Let's find the busywork worth automating.
Tell us where your team spends too much time.
We'll show you what could run on its own.