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How Juniper Works

From time entry to paid invoice

Juniper takes billing and evergreen trust from a manual, month-end scramble to a real-time, per-client operation: it calculates as work happens, keeps every client's trust funded on its own rules, packages the client's communication into one touchpoint, and delivers carrier-clean e-bills — so the routine runs itself.

Real time, every time

Billing and trust move through Juniper as one continuous flow — calculated, packaged, and delivered — instead of a month-end event your team has to survive.

Calculate

Package

Deliver

Real-Time Billing

Calculate as the work happens — not at month-end

Month-end is where billing goes to die: a batch runs, numbers surprise everyone, and corrections start a week you do not have. Juniper computes continuously, so the bill is right when the period closes.

How it works

1Invoice and trust-request amounts are calculated live from Clio activity as time and costs post.
2The calculated bill flows straight into your pre-bill review — in Clio, or in XTND's Advanced Pre-bill.
3Because the calculation is continuous, the bill is complete the moment the period closes — nothing to reconstruct after the fact.

The payoff: No overnight batch, no month-end scramble — bills are ready and right when you close the period.

Trust Control

Keep every client funded — on its own rules

Most trust automation tops a matter to one threshold for everyone. Multi-client matters do not work that way, and the exceptions become the manual work. Juniper handles them per client.

How it works

1Set replenishment thresholds per client and per payer within the same matter.
2Juniper calculates the trust request automatically when a balance drops below its threshold.
3The request routes through approval — billing owns the logic, while attorneys keep running the matter.

The payoff: Retainers stay funded and trust stays compliant, without your back office running the manual gauntlet.

Client Communication

One clear package — not three separate documents

An invoice here, a trust request there, a ledger somewhere else — three touchpoints and three chances for confusion. Juniper assembles them into one clean communication per client.

How it works

1Assemble the invoice, trust request, and an incremental trust activity ledger — with receipts attached automatically.
2Customize each client's bill — including split bills across multiple payers on a matter — with per-client invoice templates instead of blanket settings.
3Deliver it as one consolidated email — invoice and trust request together — or as separate documents, whichever the client prefers.

The payoff: Clients get one clear package; your team sends one thing, and the “exception to the rule” is just part of the process.

Delivery

Delivered your way — PDF, LEDES, email, or TPA site

Two questions, handled: what the client gets, and how it gets there. Juniper generates a PDF or a carrier-ready LEDES file — no hand-editing — then emails it or uploads it to the TPA site, fully hands-free.

How it works

1The what: a PDF invoice, or a LEDES / UTBMS file — customizable per matter and built to the carrier's spec, so there's nothing to edit by hand.
2The how: emailed to the client, or uploaded straight to their TPA / carrier site.
3TPA upload is fully hands-free — no portal logins, no reformatting, no hand-edited LEDES files.

The payoff: No more manual LEDES edits or portal uploads — bills go out clean and hands-free, and your billing team gets its day back.

What Comes Into Focus

The numbers your billing team gains visibility into

When billing and trust run through Juniper, the signals that used to hide in spreadsheets become something you can watch — across every client, matter, and carrier.

Billing-cycle time

Watch the days from draft to delivered invoice fall as Juniper assembles the bill.

Trust replenishment turnaround

Know how fast retainers get topped back up once a balance dips below threshold.

Clients below trust threshold

Spot the clients whose retainers need attention now, before the work stalls.

Out the door faster

Bills reach clients sooner, cutting days off your collection cycle.

Days sales outstanding

Measure how long it takes to turn work performed into cash in the door.

Invoices out per cycle

See your team ship more each cycle as the routine runs itself.

The XTND Difference

The routine, handled — so your people aren't

Billing and evergreen trust are relentless, manual work, and they only grow with your client count. Juniper runs that routine continuously and at the client level — where other tools force one blanket rule — so your back office spends its time on judgment, not data entry.

Make the routine work for you, instead of letting it run your team.

See how Juniper can save you time

Book a walkthrough and we'll show you how Juniper calculates in real time, keeps trust right at the client level, and delivers carrier-clean invoices for your firm.

Request a Demo