5 specs

Bots that connect to QuickBooks.

5 specs
PB-015

Lead Vendor Scorecard

Ranks every lead vendor by cost per resolved case, not cost per lead — by tort, by cohort, with the adverse patterns broken out.

FFilevineLLitifyLDLead DocketQQuickBooks+1
Mass Tort Campaigns
PB-031

Trust Account Hygiene Check

Flags the trust accounting patterns that turn into bar complaints.

QQuickBooksXXero
Firm Operations & Finance
PB-033

Vendor Fall-Out Analysis

Traces where cases from each vendor die after signing, what the file says the reason was, and how late you caught it.

FFilevineLLitifyCCasePeerQQuickBooks
Mass Tort Campaigns
PB-035

Case Cost Drift Monitor

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

FFilevineQQuickBooks
Firm Operations & Finance
PB-049

Vendor Spend Audit

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

QQuickBooksGGmailGSGoogle Sheets
Firm Operations & Finance