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.
An 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 & trust
- Drafts invoices, payment plans, and retainer requests
- Proposes → you confirm — never a surprise action
- Hands you the right screen when a task needs it
- Role-aware: viewers only ever read
Read-first, write-safe — nothing changes until you click Confirm.
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 + automatic receipts
- Payment plans with autopay + soft-decline retries
- Surcharge or convenience fee — clamped to state caps
- Vault a card or bank account, reuse it safely
- PCI SAQ-A: card data tokenized in the browser
PCI SAQ-A · tokenized in the browser
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 + age
- Email + SMS sequences that stop the second they pay
- Quiet hours, time zones, consent + STOP handled for you
- Settlements and branded payment plans
- Interest & late fees with day-count + per-state usury caps
- Chargebacks triaged alongside the matched payment
- Northwind LLCMAT-0031 · 24d overdue$2,480.00
- Atlas FreightMAT-0014 · 11d overdue$1,325.00
- Cole HoldingsMAT-0009 · 5d overdue$640.00
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 & per-matter balances + an Unallocated bucket
- Append-only ledger with a running balance on every move
- Three-way reconciliation against the ledger and the bank
- Separate trust & operating accounts (dual-MID)
- Evergreen retainers that refill themselves
- Apply trust to an invoice in a click — logged both ways
- Whitaker estate$5,000.00
- Henderson v. Atlas$3,200.00
- Cole acquisition$1,500.00
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
- Idempotent payments · encrypted at rest · roles & permissions
- Trust deposit · $5,000J. Reyes · 9:14a · #a1f3
- Invoice sent · INV-2031system · 9:15a · #7c2e
- Applied to invoice · −$1,800J. Reyes · 9:20a · #b9d0
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.