Juniper
Real-Time Billing, Evergreen Trust & Carrier Delivery
Juniper turns the relentless, manual work of billing and evergreen trust into a process that runs itself — so your back office spends its time on the work that needs their expertise, not chasing replenishments and reformatting invoices. Native to Clio, built for complex, high-volume, trust-based firms.
What Juniper Does
Real-Time Billing Calculation
Invoice and trust-request amounts are calculated live from Clio activity and flow into your pre-bill review — in Clio, or in XTND's Advanced Pre-bill. No overnight batch, no month-end surprises: the bill is complete the moment the period closes.
Per-Client Evergreen Trust
Automated trust replenishment configured per client and per payer within the same matter — different rules for different clients, not one blanket threshold for all. Highly configurable for complex, high-volume, trust-based firms.
Split Bills, Customized per Client
Split a matter's bill across multiple payers, each client's invoice customized to its own rules — sent as one consolidated email (invoice and trust request together) or as separate documents, with receipts attached automatically and an incremental Trust Activity Ledger included.
Delivered Automatically — Hands-Free
The what: a PDF invoice or a carrier-ready LEDES/UTBMS file, customizable per matter. The how: emailed to your client, or uploaded straight to their TPA site — fully hands-free. No more editing LEDES files by hand or logging into carrier portals, so your billing team gets its day back.
Make the routine work for you
Evergreen trust and billing are relentless, manual work — and the more clients and matters you carry, the more they consume. Juniper turns that routine into a process that runs itself, so your team's time goes to the work that needs their judgment.
What Juniper Moves
Manual back-office hours
Trust replenishment and invoice prep run themselves
Billing speed & cash flow
Clean bills go out faster and get paid sooner
Trust & compliance risk
Replenishment and ledgers stay accurate by default
Rejected e-bills
Carrier-clean LEDES clears on the first pass
Control at the client level — not one rule for all
Most trust automation tops a matter back up to a single target when it dips below one threshold — the same rule for every client. Multi-client matters don't work that way. Juniper gives you control per client and per payer within the same matter, so each client's retainer follows its own rules.
And it puts that control with your billing team, while your attorneys keep running the matter — the next level of control firms need as they scale.
The exception becomes the process
Per-client invoice templates and configuration replace blanket settings, so the "exception to the rule" that used to need manual handling is just part of the flow.
Invoice, Trust Request, and an incremental Trust Activity Ledger arrive as one consolidated package — the routine handled, so your team isn't.
Run billing and trust on autopilot
See how Juniper calculates in real time, keeps evergreen trust right at the client level, and delivers carrier-clean invoices — so the routine stops running your back office.