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How Willow Works

Catch it before it's billed

Willow moves bill review upstream — to the moment it can still be fixed — putting your billing team and the timekeepers who did the work in one place to adjust, approve, and protect realization before the invoice ever goes out.

Fix it while it's still fixable

Every bill moves through one review — billing and timekeepers together — before it leaves the firm, so the corrections that protect realization happen while there's still time to make them.

Review

Collaborate

Approve

Structured Review

Review every line before it leaves the firm

The cheapest write-down is the one that never happens. Willow moves review to pre-bill, so problems are caught while the bill can still be fixed — not after the client or carrier pushes back.

How it works

1Every Clio-originated draft bill lands in Willow, ready for structured review.
2Adjust hours, mark entries no-charge, and exclude what should never be billed.
3Your edits are captured cleanly, ready to write back to Clio on approval.

The payoff: Issues are resolved at review, not conceded to a write-down after the invoice has gone out.

Collaboration

The people who did the work, in the review

A billing coordinator interpreting entries alone, days later, is guessing. Willow brings the timekeepers into the same review, so corrections carry real context.

How it works

1Route entries to the timekeepers who logged them.
2They weigh in on their own time with the context only they have.
3Hours and descriptions are corrected before the bill is finalized.

The payoff: Accurate, defensible bills — shaped by the people who know the work, not guessed at after the fact.

One Source of Truth

Every edit written straight back to Clio

A review that lives in a spreadsheet drifts from your system of record. Willow keeps them one and the same.

How it works

1Approve the reviewed bill in Willow.
2Every adjustment writes back to Clio automatically.
3Your system of record matches exactly what you reviewed.

The payoff: No spreadsheet markups, no re-keying, and no version drift between review and record.

Realization

Protect the revenue you already earned

Unbilled time, thin descriptions, and quiet errors erode realization one bill at a time. Willow surfaces them while the bill is still editable.

How it works

1Surface the unbilled time, thin narratives, and errors that erode realization.
2Fix them in review, while the bill can still be changed.
3Send a bill that is right the first time.

The payoff: More of the work your firm actually did becomes revenue it actually keeps.

What Comes Into Focus

The numbers your billing team gains visibility into

When review runs through Willow, the signals that used to hide in email threads and spreadsheets become something you can watch and manage.

Where every bill stands

See exactly which bills are in review, ready, or approved.

Post-bill write-downs

Watch write-downs fall as issues get caught in review instead of after.

Time in review

Know how long bills sit between draft and approved.

Timekeeper participation

See which timekeepers are actually engaging with their own entries.

Adjustments per cycle

Track how much each cycle takes to get bills clean.

Realization

Measure how much of the work performed actually makes it onto a bill.

The XTND Difference

Billing and timekeepers, in one review

Most pre-bill review is one person interpreting everyone else's entries after the fact. Willow puts the billing team and the timekeepers in the same review, so corrections happen with real context — and billing owns a process instead of a guessing game.

Front-of-house stays close to the matter; the back office keeps control of the bill.

See how Willow protects your realization

Book a walkthrough and we'll show you how Willow puts billing and timekeepers in one pre-bill review — catching the fixes that protect realization before the invoice goes out.

Request a Demo