Billing, pipeline and capacity
Catch the scope creep before you write it off.
Every invoice compared to the engagement letter before it leaves. Every matter watched for silence. Every person’s load visible on Monday morning.
What firms ask us for.
- “We keep doing work that was never in the engagement and never billing it.”
- “Invoice errors we only find when the client disputes them.”
- “A matter nobody has touched in three weeks and nobody noticed.”
- “I do not know who is drowning and who has room until someone quits.”
- “A pipeline view that is not a partner’s memory.”
What we build.
Billing reconciliation
Time entries and invoices are checked against the engagement scope and the rate card. Out-of-scope work, missed entries and rate mistakes are listed for a person to decide on before the invoice goes out, not after the dispute.
Pipeline with staleness alerts
Matters, deals and engagements on one board with the last activity date. Anything quiet past your threshold is flagged to its owner and, if it stays quiet, to the partner.
Capacity tracking
Hours logged, hours planned and hours available per person, by week. Who is over, who is under, and where the next matter should go.
How it runs.
It reads from the practice management, time and accounting systems you already use. Nothing is changed in those systems without a person approving it. Every flag carries the evidence: the time entries, the scope clause, the last activity.
Demo.
Read what a fictional firm’s invoice review turns up, then change a rate or a date on the invoice and run it again to watch findings appear and disappear.
Built and running
Proof — by the numbers.
16,062 leads tracked from first contact to outcome, with a response time measured on 7,912 of them · 27,167 service requests taken and 20,871 matched to a provider · every job’s charge checked against its approved scope before invoice and contractor payout.
Counted from the systems’ own databases, September 2026.
Common questions.
Will this slow down billing?
It runs before the partner review, so the review gets shorter. Flags are a list, not a gate.
Our time entries are messy.
Most firms’ are. The first phase usually improves entry quality because people see their gaps the same week.