Matters, time, billing, and trust accounting—firm operations where every hour is accountable and client funds stay separated correctly.
Run the firm without losing the billables—or the trust account reconciliation
We implement matters, contacts, and conflict checks with workflows for intake and engagement letters. Time capture supports timers, narratives, and LEDES exports; invoicing handles split billing, write-downs, and payment plans. Trust accounting follows IOLTA-style rules with three-way reconciliation reports your accountant expects—not spreadsheet patches.
01 // THE MANDATE
Matters, time, billing, and trust accounting—firm operations where every hour is accountable and client funds stay separated correctly.
We implement matters, contacts, and conflict checks with workflows for intake and engagement letters. Time capture supports timers, narratives, and LEDES exports; invoicing handles split billing, write-downs, and payment plans. Trust accounting follows IOLTA-style rules with three-way reconciliation reports your accountant expects—not spreadsheet patches.
02 // ENGINEERING
Development process
Structured phases—from discovery to launch—with clear ownership and handoff points.
Firm workflow (weeks 1–3)
Core PMS (weeks 3–14)
Trust & compliance (weeks 10–18)
Adoption (weeks 12–20)
Cutover (weeks 18–24)
Operate (ongoing)
03 // CAPABILITIES
Core Capability Matrix
The building blocks of your solution
Matters
clients, contacts, opposing parties, related entities.
Conflicts
search workflows; approvals with audit.
Time
timers, narratives, UTBMS codes optional; mobile capture.
Billing
hourly, flat, contingency flags; pre-bills, approvals, invoices.
Trust & operating
separate ledgers, transfers, reconciliation reports.
Documents
matter folders, templates, version basics; DMS hooks.
Calendar
deadlines, court dates; Outlook/Google sync.
AR
aging, collections, payment plans; trust-to-operating rules.
Reporting
realization, utilization, origination splits optional.
Integrations
accounting export, e-payments, e-signature partners.
04 // DELIVERY LIFECYCLE
The strategic roadmap
Milestones and checkpoints—each phase has a clear outcome before the next begins.
Weeks 1–3: Discovery, data migration plan, KPIs.
Weeks 4–10: Core matters + time live in pilot group.
Weeks 9–16: Billing + trust; accountant review.
Weeks 15–20: Firm-wide rollout; training complete.
Weeks 19–24: Stabilization; integrations polished.
Ongoing: State bar rule changes; reporting enhancements.
05 // PRODUCT SCOPING
Choosing your path
Two engagement models—start lean and iterate, or commit to a full platform build from day one.
MVP
Speed & essentialism
Full product
Enterprise maturity
06 // PARTNERSHIP
Why work together
A single accountable partner across strategy, build, and go-live—not a revolving door of vendors.
End-to-end ownership: discovery, architecture, implementation, and launch—with clear communication and production-grade engineering.
- Discovery & alignment
- Systems that scale
- Implementation depth
- Clear comms
07 // CLARITY
Frequently asked
Custom when trust rules, origination splits, or embedded client workflows need ownership—otherwise we integrate.
08 // MORE SOLUTIONS
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