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How Sycamore Works

From vendor invoice to billed hard cost

Sycamore moves hard-cost intake to the source — vendors submit directly, your team reviews and approves against the matter, and every recoverable cost lands on the final bill, inside client and carrier caps.

Capture it at the source

Hard costs move through one clean flow — submitted by the vendor, reviewed by your team, billed to the matter — so recoverable costs stop slipping through the cracks.

Submit

Review

Bill

Vendor Portal

Move intake to the source

Hard costs get lost when they arrive as PDFs in someone's inbox. Sycamore gives your vendors a front door, so intake starts clean.

How it works

1Experts, court reporters, and service providers submit invoices through a dedicated portal.
2W-9s are on file and every submission has a visible history.
3No more chasing paper or digging through email for a missing bill.

The payoff: Clean intake at the source means your team reviews costs instead of re-keying them.

Review & Approve

Check costs before you pay them

A hard cost approved without context is a hard cost you might not recover. Sycamore routes each one through review against the matter.

How it works

1Each vendor bill is captured and matched to its matter.
2It routes through your approval workflow with full context attached.
3Approvers sign off before anything is paid.

The payoff: Costs are validated before payment, not reconciled weeks after the fact.

Onto the Matter

Bill what is recoverable

The costs that never make it onto a bill are pure leakage. Sycamore gets every approved cost to the right place.

How it works

1Approved costs flow to the correct matter.
2They land on the final bill, coded and ready.
3Recoverable costs are billed to the client or carrier.

The payoff: Recoverable hard costs are billed — not quietly absorbed by the firm.

Caps & Vendors

Stay inside the limits

Carrier and client caps are easy to blow through when costs come in piecemeal. Sycamore keeps spend inside the lines.

How it works

1Set per-client spending caps for hard costs.
2Define preferred-vendor rules and agreed rates.
3Costs stay within carrier and client limits, with the vendors you intend.

The payoff: No surprise overages, and you work with the vendors you mean to, at the rates you agreed.

What Comes Into Focus

The numbers your AP and billing teams gain visibility into

When hard costs run through Sycamore, the vendor spend that used to hide in inboxes becomes something you can watch and control.

Every vendor invoice

See each invoice — submitted, in review, approved, or paid.

Manual AP entry

Watch re-keying drop as vendors submit at the source.

Costs vs. client caps

Know which costs are approaching or over a client cap.

Hard costs recovered

Track recoverable costs billed versus absorbed by the firm.

Time to approval

Measure how long invoices take from intake to approved.

Vendor spend

See spend by matter, client, and vendor in one place.

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.

Capture every hard cost

Book a walkthrough and we'll show you how Sycamore lets vendors submit directly, keeps costs inside client caps, and gets every recoverable dollar onto the matter.

Request a Demo