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Optimizing Operations
for Maximum Revenue

XTND Product Dashboard Views

Turn Time Into Revenue with
Smarter Legal Billing Tools

Our all-in-one platform integrates with Clio and QuickBooks to unify billing, trust, and vendor management — streamlining workflows, eliminating duplicate entry and errors, centralizing communication, and saving your team hours every week while freeing attorneys to focus on clients.

Law firms lose an average of 20% of their revenue annually to leakage.

How We Solve Revenue Leakage

Revenue Leakage

Xtnd Solution

Delayed invoicing

Automated invoice transformation & carrier submission

Missed hard cost recovery

Vendor Invoice Management + QBO to Clio expenses integration

Billing guidelines compliance

Billing rules to align time entries with carrier guidelines

Trust billing inefficiencies

Evergreen trust replenishment with consolidated invoices

Client cuts & bad debt

Invoice line-level bad debt tracking & analytics

Duplicate data entry

End-to-end integration with XTND, Clio, and QBO

Your Competitive Edge
in Legal Operations

View the Full XTND– Advantage

Our XTND
Platform
includes
a suite
of modules.

Available as one fully integrated solution or individually, based on your needs.

Oak

Oak

Billing Guidelines

Ensure your time entries comply with billing guidelines before submission.

Juniper

Juniper

Evergreen Trust Replenishment

Automate recurring trust replenishment with consolidated billing, reducing time to bill and improving the client experience.

Sycamore

Sycamore

Vendor & Invoice Management Portal

Centralize and streamline vendor invoices with automated notifications, approvals, and end-to-end visibility through QBO + Clio.

Ironwood

Ironwood

Hard Cost Integration

Eliminate duplicate entry and reimbursement delays by automatically syncing hard costs from QBO to Clio.

Aspen

Aspen

Rush Checks

Cut out email bottlenecks—request, approve, and track rush checks seamlessly from start to payment.

Clio + XTND Integration Dashboard

Clio + XTND

Smarter Workflows.
Seamless Clio Integration.

Automate repetitive tasks, speed up billing, and
deliver a best-in-class client experience.

What Our Clients Say

In insurance defense, margins are tight— every dollar counts. This solution was built for that reality. It gives attorneys and staff a front-end product designed for their workflows, backed by a back-end system that keeps money flowing. Simply put, it pays for itself.

Matt Ostman
Principal Consultant,
Elevate LawOps LLC

XTND has completely changed how we manage our billing operations. We’ve cut our processing time in half.

Dana Mashburn
Senior National Billing Manager,
Lydecker, LLP.

XTND is a powerful and highly customizable platform that addresses the unique needs of insurance defense firms in a way that no other product on the market does. Most existing solutions don’t truly fit the way insurance defense firms operate. With XTND, especially in partnership with Clio, everything is brought together—billing, trust management, and operational workflows— into a single solution designed specifically for this practice area. It’s clear to me that XTND is the answer insurance defense firms have been waiting for.

Lee Taylor
Attorney/Founder,
Stratus Legal Consulting

The XtndPlatform combines consulting expertise with a powerful suite of automation tools designed to ensure firms capture every dollar they've earned.

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