Insight + Action = Velocity
Taylor Day was looking for a smarter, scalable way to manage their entire Invoices-to-Cash lifecycle, from billing, to collections, to financial insight.
They selected Zebraworks to modernize their back office without disrupting attorneys or replacing their practice management system.
“Zebraworks is a 100% upgrade to our existing FMS.”
– Leah H. Paul, MBA, Comptroller
Zebraworks is a 100% upgrade to our existing financial management system."
The Challenge
The firm’s billing and collections teams were spending valuable time on manual processes that slowed the movement of revenue through the system.
Common Challenges Included:
- Limited visibility into where invoices were stalled
- Manual collections workflows
Inconsistent follow-up processes - Difficulty prioritizing the highest-value collection opportunities
- Delayed insight into revenue cycle performance
Taylor Day had strong people and proven processes. What was missing was a unified way to identify issues early and act on them consistently.
Urgent shareholder requests often created workflow disruptions. “I had to run a bill one at a time and send out the email. The process wasn’t scalable.”
— Leah H. Paul, MBA, Comptroller
The Opportunity
Manual A/R Follow-Ups
Rather than focusing solely on billing automation, the firm wanted to improve performance across the entire revenue cycle.
The objective was clear:
- Reduce lockup
- Accelerate collections
- Increase working capital
- Give finance teams actionable insight into where intervention would have the greatest impact
This required more than visibility. It required insight and action in the same platform.
We would have to go back and grab every single copy of the PDFs and plot it into the email. A/R follow-up consumed valuable time.”
Why Zebraworks
Zebraworks connected directly to the firm’s existing financial management environment, providing a continuous view of the path from work completed to cash collected.
Using Zebraworks, the firm was able to:
- Identify revenue at risk before it aged into collection problems
- Prioritize collection activities based on impact rather than invoice age alone
- Automate routine billing and collections workflows
- Eliminate manual exceptions that slowed invoice delivery
- Surface strategic exceptions that represented opportunities to accelerate cash flow
The result was a more proactive and efficient approach to managing the firm’s revenue cycle.
The Results
By bringing insight and execution together, the firm achieved measurable improvements across key financial metrics.
Revenue Acceleration Outcomes:
- Faster billing cycle times
- Reduced lockup
- Improved collections visibility
- Increased collections productivity
- Better realization performance
- Stronger working capital position
Perhaps most importantly, finance teams gained confidence that they were focusing their efforts where they would have the greatest financial impact.
Built for Exceptions
One of the most significant discoveries was that many delays were not caused by major process failures.
They were caused by exceptions.
Missing billing information. Delayed approvals. Inconsistent follow-up. Client-specific requirements. Payment behavior changes.
Individually, each exception seemed small. Collectively, they represented millions of dollars in delayed cash flow.
Zebraworks helped the firm identify, prioritize, and resolve those exceptions before they became revenue problems.
Because every exception is either a problem to solve, or an opportunity to accelerate cash.
Looking Ahead
Today, the firm continues to use Zebraworks as part of its broader Revenue Acceleration strategy.
With deeper visibility into billing performance, collections activity, realization trends, and cash flow forecasting, the finance team is able to make faster decisions and drive measurable business outcomes.
We love Zebraworks. When we change systems down the road, we’re taking it with us."
Ready to accelerate your firm’s revenue cycle?