Deployments
Systems running across professional firms
A sample of the intake, billing, and matter management systems we've deployed for professional service firms.
Beach Bay Legal Group
Matter management consolidated 400 active files into one system.
Cancela & Vidal CPAs
Billing automation lifted realization rate from 78% to 94%.
Miami Beach Consulting Partners
Deadline tracking eliminated missed filing dates for a full fiscal year.
Ocean Drive Advisory
Document management indexed 12,000 files to their matters.
Lincoln Road Law Partners
Automated conflict checks caught 6 conflicts in the first quarter.
Sunset Harbour Tax Advisors
Real-time time capture recovered 18% more billable hours.
Espanola Way Immigration Law
Deadline automation tracked filings across 4 jurisdictions.
Flamingo Park Family Law
Matter staffing views cut associate scheduling conflicts to zero.
Bayshore Business Advisors
Partner reporting rollup consolidated 3 offices into one dashboard.
Meridian Real Estate Counsel
Trust accounting reconciliation reduced audit prep time by 60%.