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XTND Module

Sycamore

Vendor Invoices & Hard-Cost Management

Sycamore turns the messy side of hard costs — experts, transcript fees, vendor invoices — into a clean, controlled workflow. Vendors submit directly, your team reviews and approves in one place, and every recoverable cost lands on the right matter. Native to Clio.

Capabilities

What Sycamore Does

Vendors Submit Directly

A vendor portal lets your experts, court reporters, and service providers submit invoices directly — with W-9s on file and a submission history you can actually see, instead of PDFs buried in inboxes.

Review & Approve in One Place

Every vendor bill is captured, reviewed against the matter, and routed through your approval workflow — so hard costs are checked before they are paid, not reconciled after the fact.

Costs Land on the Right Matter

Approved costs flow to the correct matter and onto the final bill — so recoverable hard costs are billed to the client or carrier, not quietly absorbed by the firm.

Caps & Preferred Vendors

Set per-client spending caps and preferred-vendor rules, so costs stay inside carrier and client limits — and your firm works with the vendors it means to, at the rates it agreed to.

Stop absorbing recoverable costs

Hard costs are where recoverable revenue quietly leaks — a court-reporter invoice that never makes the bill, an expert fee over the carrier's cap, a vendor PDF lost in an inbox. Sycamore captures every cost at the source and gets it onto the matter.

What Sycamore Moves

Hard costs recovered

Recoverable costs are billed, not absorbed

Manual AP entry

Vendors submit at the source; your team reviews, not re-keys

Costs over client caps

Spending stays inside carrier and client limits

Approval speed

One workflow moves bills from intake to paid

The XTND Difference

Capture hard costs at the source — not weeks later

Most firms chase hard costs after the fact — re-keying vendor PDFs, guessing at which matter they belong to, and catching cap overages only when the carrier does. Sycamore moves intake to the vendor, so costs arrive coded, reviewable, and ready to bill.

Your team reviews and approves instead of hunting and typing — and recoverable costs stop slipping through.

A front door for your vendors

Experts, court reporters, and service providers submit invoices through a dedicated portal — W-9 on file, submission history visible, no lost emails.

Clean intake at the source means less manual entry for your team and fewer costs that never make it onto a bill.

Capture every hard cost

See how Sycamore lets vendors submit directly, keeps costs inside client caps, and gets every recoverable dollar onto the matter — instead of onto your firm.

FAQ

Frequently Asked Questions

Are you a vendor with an invoice?

Submit invoices, check status and manage your W-9 in the vendor portal. You do not need a firm login.

Go to the vendor portal