The costs you advanced, on the invoice that goes out
Court fees, filing costs, expert invoices and vendor bills reconciled between your accounting system and your bills — without anyone re-keying them, and without them being written off because they arrived late.
What this looks like today
Costs arrive after the bill goes out
A vendor invoice lands three days after the pre-bill closed. It either delays the invoice or gets absorbed — and absorbing it is the path of least resistance.
The same cost is entered twice
Once in accounting, once in the practice management system, by two different people, with no reconciliation between them beyond someone noticing.
Nobody can see what has been advanced
Disbursements sit across AP, the trust ledger and matter records. Answering "what have we fronted on this matter" takes a spreadsheet and an afternoon.
What changes
- Costs flow from your accounting system to the matter without re-keying
- Late-arriving disbursements are caught before the invoice is finalised
- Advanced costs are visible per matter, in one place, as they accrue
- Reconciliation is a report rather than an exercise
Delivered by Banyan — Data & Integrations
Talk to us about your firm
Tell us what you’re running today and we’ll come back with whether this is a fit.