Solutions By Role
XTND is built to serve every stakeholder in your firm — from managing partners to billing teams.
Drive Growth Without Increasing Headcount
When rates are set by someone else, growth comes from collecting more of what the firm already bills. XTND strengthens the operational foundation of your firm by connecting trust management, billing, vendor expenses, and financial reporting into a single coordinated workflow.
- Billing workflows are standardized across offices and practice groups.
- Vendor expenses flow directly into the correct matters without manual re-entry.
- Attorneys gain visibility into what has been collected — not just what was billed.
- Trust replenishment requests are calculated and issued automatically.
- Operational friction between case teams and finance is reduced.
- Structured invoice review workflows eliminate informal approval chains.
- One-click PDF and LEDES file generation simplifies billing release.
- Centralized invoice tracking improves oversight across offices.
The result is a more scalable practice: more capacity, more clarity, and fewer bottlenecks.
Strengthen Financial Control and Revenue Integrity
Financial leadership in a high-volume firm requires accuracy, visibility, and predictability. XTND integrates directly with your existing systems and introduces structured controls around:
- Cross-system reconciliation between Clio and QuickBooks Online.
- Vendor invoice intake and posting.
- Trust replenishment workflows.
- Consolidated operational reporting.
- Line-level receipting tied to collected revenue.
- Structured invoice submission and tracking across e-billing platforms.
By reducing manual entry, eliminating duplicate data handling, and centralizing reporting, XTND improves financial integrity across the firm. It enables:
- Cleaner audit trails.
- More consistent billing cycles.
- Better visibility into realization and collections.
- Simplified month-end reconciliation.
- Centralized identity management through Microsoft 365 or Google Workspace SSO.
XTND does not replace your financial systems. It strengthens how they work together.
Standardize Case Operations Across the Entire Firm
Operational consistency is difficult in multi-office practices. Billing, trust management, vendor handling, and reporting often operate in parallel rather than in coordination. XTND connects these workflows into a unified operational framework.
- Invoice review, submission, and tracking are standardized across offices.
- Vendor expenses follow a structured submission process.
- Trust requests are calculated consistently.
- Rush payment requests move through defined channels.
- Financial data stays synchronized between systems.
- Communication between attorneys, paralegals, finance, and administrative teams becomes more transparent.
By reducing cross-department misalignment, XTND helps ensure that case operations move forward without unnecessary delay.
Reduce System Risk and Manual Oversight
Law firm IT teams are often asked to troubleshoot financial and operational issues that originate from disconnected workflows. XTND reduces that burden by:
- Maintaining structured data synchronization between Clio and QuickBooks Online.
- Providing centralized audit visibility across transactions.
- Eliminating manual CSV imports and spreadsheet-based workflows.
- Supporting single sign-on through Microsoft 365 or Google Workspace.
- Ensuring user activation and deactivation aligns with firm-wide identity management.
- Reducing support escalations related to billing and trust discrepancies.
Fewer manual processes. Fewer support escalations. Greater system integrity.
Modernize and Control the Entire Billing Lifecycle
High-volume billing requires precision, coordination, and speed. XTND enhances the full billing lifecycle by introducing structure, visibility, and automation at every stage.
Structured Invoice Review
- Centralized pre-bill review workflows.
- Clear status visibility for each invoice during drafting and approval.
- Reduced reliance on email chains for approvals and edits.
Simplified Invoice Generation
- Generate client-ready PDF invoices with a single action.
- Produce LEDES files directly from approved bills.
- Eliminate manual formatting or external file preparation.
Streamlined E-Billing Submission
- Upload LEDES files to carrier e-billing portals without recreating data.
- Track invoice status after submission.
- Maintain visibility into rejections, holds, or required edits.
- Manage invoice blockers without losing oversight of billing progress.
Multi-Biller Coordination
- Centralized dashboard to track invoice progress across billers.
- Visibility into what is drafted, submitted, held, or paid.
- Improved coordination between billing teams and attorneys.
Trust & Vendor Integration
- Trust replenishment aligns with invoice release.
- Vendor expenses are captured before submission.
- Reconciliation tools highlight discrepancies early.
- Line-level receipting improves insight into collections.
XTND transforms billing from a fragmented process into a coordinated, trackable workflow — from pre-bill review through portal submission and payment tracking.