From integrations to workflow improvements and automations.
We configure and streamline your accounting and legal tech so your billing, payments, and reconciliations are easier to manage. Whether you're starting fresh or cleaning up a messy system, we align your tools to match how your firm actually works.

Includes:

• Setup or cleanup of Clio, Soluno, or QBO and other

• Custom chart of accounts design

• Billing workflow setup (templates, time entry, invoice cycles, collections tracking)

• Trust and operating account reconciliation setup

• Integration between legal and accounting systems (e.g., Clio + QBO sync)

• Automations for recurring transactions, bank feeds, and payment matching

• Staff training (1–2 sessions) on core workflows and reporting

• Dashboard and report customization for real-time financial visibility