You keep the client.
We take the back office.
You implement Clio. Sooner or later a firm asks for something Clio was never built to do: pre-bill review the attorneys actually engage with, evergreen trust without the chasing, carrier guideline checks before the invoice goes out.
You’re not going to build that, and you shouldn’t have to hand the client to someone who might keep them. So we work alongside you: our sales motion lines up with yours, we join the calls where it helps, and we run onboarding together. Three channel partners already work this way.
Where the line sits
Stays yours
Untouched by anything we do.
- The client relationship.
- The Clio implementation and configuration.
- Practice management, matters, intake, calendaring.
- Ongoing Clio advisory and optimization.
We bring
Everything after the time is entered.
- The back office: pre-bill, e-billing, trust, collections, hard costs.
- A sales motion aligned with yours, not competing with it.
- Help in the room for scoping calls, demos and technical questions.
- Onboarding and implementation, run with you rather than around you.
Client pain points
You don’t need to learn our module names. If a client says one of these, there’s a conversation worth having.
“Pre-bill review runs on spreadsheets and email, and the attorneys never respond.”
Structured pre-bill review with timekeeper collaboration, written back to Clio.
“We need evergreen trust replenishment without chasing clients every month.”
Invoice delivery, e-billing and evergreen trust requests.
“Hard costs and vendor invoices never reliably make it onto the bill.”
Vendor submission, approval workflow and hard-cost capture.
“AR lives in one person’s head, and write-offs are a year-end surprise.”
Aging, a prioritized collections queue, appeals and write-off control.
“Clio and QuickBooks disagree, and month-end takes a week.”
Native two-way sync with reconciliation and an audit trail.
“Carrier guidelines and OCG reductions are quietly eating our margin.”
Line-level guideline checks before submission, and carrier-cut recovery.
Is the client a fit?
- The firm is on Clio, or moving to it.
- Insurance defense or outside general counsel, where the back-office gaps are widest.
- Enough invoice volume that billing is somebody’s actual job.
- The gap is in the back office (billing, trust, collections, vendor costs) rather than in practice management.
If you’re unsure, send it anyway. We’d rather tell you it isn’t a fit than have you screen out a firm we could have helped.
After the introduction
Your name is on the introduction, so it’s worth knowing how the work actually goes. Implementation runs a parallel period of one full billing cycle, both systems live, before anything gets switched off. Trust balances, AR aging, WIP and transaction history arrive reconciled rather than approximately right.
Every module ships with training material ready on day one, written before go-live rather than after. The platform itself ran in production inside a 150-attorney firm across eight states for a decade and more than 100,000 invoices before any other firm saw it.
Several mid-size insurance defense and outside general counsel firms have gone live since. Your client won’t be the experiment.
What we want is your client coming back to you saying the introduction was a good one. That’s the only outcome that keeps this working.
Become a partner
Tell us who you are and, if you have a firm in mind, roughly what they’re stuck on. We answer every one of these within two business days, including the ones where the answer is that it isn’t a fit.
Already working with us? Sign in to the partner portal