Revenue Acceleration
The workflows that move metrics live in the same platform.
Meet Revenue Acceleration.
01 - Deliver Bills Faster. PDF bill delivery is a manual process littered with exceptions, and when it's handed off to attorneys, accounting loses oversight entirely.
Delivery rules customized by practice area, attorney, client and matter
Firm-controlled email templates with merge fields customizable per send
Centralized and distributed bill delivery with oversight
Emails sent from the firm's Office365 with PDFs and secure payment links
02 - Collect Faster. Collections run on someone remembering; who was chased, who escalated, what was promised, and none of it is visible outside the person who did it.
Agentic A/R follow-up with escalating tone and customization by practice area, attorney, client and matter
Central tracking of billing activity, notes, and task status across teams
Trust replenishment managed automatically against balance requirements
Automatic cash application: line-by-line reconciliation posted back to your FMS
03 - Measure Better. AI-driven insights that find opportunities to pull cash forward and drive deeper analysis into financial performance
35+ pre-built dashboards, customizable and live in the first month
Realization, lockup, leakage, and aging at every level from firm to matter
Exceptions surfaced by AI, prioritised, and routed to the collector's worklist
Real-time sync with Elite, Aderant, SurePoint, and every other major FMS