3 specs

Firm Operations & Finance

Trust accounting hygiene, spend, vendors, and the admin nobody owns.

3 specs
PB-026

Trust Account Hygiene Check

Flags the trust accounting patterns that turn into bar complaints.

QQuickBooksXXero
Firm Operations & Finance
PB-029

Case Cost Drift Monitor

Watches advanced case costs against what the matter is likely worth.

FFilevineQQuickBooks
Firm Operations & Finance
PB-043

Vendor Spend Audit

Finds the marketing and service vendors quietly billing you for nothing.

QQuickBooksGGmailGSGoogle Sheets
Firm Operations & Finance