Expense & AP Workflow

Experience seamless expense and accounts payable workflow software that maximizes accuracy, reduces administrative burden, ensures compliance,
and saves valuable time for your firm.

Automated Process

Automate your entire expense management process to eliminate costly errors, delays, and inefficiencies
associated with manual data entry and processing.
 

Accounting Insights

Gain greater, real-time visibility to see spending before it happens, manage
cash flow effectively, identify discrepancies, and pinpoint opportunities for
savings.
 

Mobile Approvals

Save time with mobile approvals and efficient invoice and payment
handling that prevents late payments, strained vendor relationships, and
potential penalties.

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New Business Intake

Streamline your new business intake process to eliminate duplication of effort and data entry errors. Ensure efficient conflict check submission,
capture new client intake documentation, and expedite matter creation based on your firm’s requirements.

Consistent Process

Enjoy just one consistent point of entry for all new business information and
documentation — from requesting a Conflict Search to capturing billing rules
and routing, approvals, and client matter number generation.
 

Smooth Communication

Provide visibility to workflows in route, nudge pending approvals, escalate
conflict checks, and more to ensure smooth communication and
collaboration — without delays and duplication.
 

Organized & Compliant

Access complete, organized, and compliant client information at the click of
a button — all in accordance with your law firm’s operations.

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Digital Billing

Minimize manual tasks and maximize cash flow, profitability, and growth through tailored features, unparalleled analytics integration, and Paperless
Proforma / Pre-Bill that provides greater convenience, accuracy, and cost savings for  your firm and your clients.

Streamlined Billing

Streamline every aspect of billing with an intuitive and user-friendly interface
that slashes data entry time and empowers attorneys and staff to focus on
what they do best — delivering exceptional legal services and driving firm
growth.
 

Flexible Functionality

Enjoy flexible billing functionality and thoughtful approval logic tailored to
match your firm’s unique requirements while accommodating complex fee
structures and billing arrangements.
 

Robust Analytics

Unlock robust analytics and reporting capabilities that seamlessly integrate
with your existing systems to eliminate inconsistencies and get ideal visibility
into profitability, trends, and opportunities for growth.

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