Everything your firm's money touches. One system.
From the first invoice to a reconciled trust account — billing, payments, collections, and an AI assistant that does the busywork. No second tool, no side spreadsheet.
Book a demoAn assistant that does the busywork.
Ask in plain English. It reads your workspace instantly and proposes the rest — you review a confirmation card and approve. Nothing changes without your click.
- Instant answers on outstanding, overdue, balances, and trust
- Drafts invoices, payment plans, and retainer requests
- Proposes, then you confirm — never a surprise action
- Hands you the right screen when a task needs it
- Role-aware: viewers only ever read
Invoice for Henderson v. Atlas
Due in 30 days, emailed on approval
Every way a client wants to pay.
A branded pay page that looks like your firm — clients pay by card, bank, or wallet, and the rest collects itself on schedule.
- Card, ACH, and Apple / Google Pay
- Branded pay pages and automatic receipts
- Payment plans with autopay and soft-decline retries
- Surcharge or convenience fee — clamped to state caps
- Vault a card or bank account, reuse it safely
- Card data tokenized in the browser — never touches our servers
Chase less. Collect more.
Overdue invoices enroll themselves and sort by what's at stake. Polite, automatic follow-up does the chasing — and knows exactly when to stop.
- A queue that ranks itself by amount and age
- Email and SMS sequences that stop the second they pay
- Quiet hours, time zones, consent, and STOP handled for you
- Settlements and branded payment plans
- Interest and late fees, with per-state usury limits as guidance
- Chargebacks triaged alongside the matched payment
- Day 1Friendly email with the pay linkSent
- Day 7Text reminderSent
- Day 14Offer a 4-payment planNext
- Day 30Final noticeStops if paid
Trust accounting, handled.
Hold client retainers correctly without a spreadsheet — segregated, reconciled, and ready for an audit, with trust and operating money never mixed.
- Per-client and per-matter balances, plus an Unallocated bucket
- Append-only ledger with a running balance on every move
- Ledger-verified reconciliation, ready to tick against your bank statement
- Separate trust and operating merchant accounts
- Evergreen retainers that refill themselves
- ACH disbursements and transfers to operating, straight from trust
- Apply trust to an invoice in a click — logged both ways
Built for the audit, not just the demo.
Case-centric billing, statements your clients understand, and the unglamorous guarantees that matter when you hold someone else's money.
- Matters: bill by the case, roll revenue up by matter
- Branded client statements as PDFs
- A branded client portal to pay, fund, and view matters
- Reports with CSV and summary-PDF export
- Append-only, hash-chained audit log
- Payments that never double-charge, data encrypted at rest, and role-based permissions
See it run on your firm's numbers.
Book a short demo — we'll set up a sandbox with your trust accounts and a couple of matters, and walk the whole workflow, AI included.