The month-end that took a week.
Fees lived in one spreadsheet, invoices in another, and the truth in the office manager's head. Raising a month's invoices took days; chasing late payers happened when someone remembered; nobody could say what was actually owed at any given moment.
The brief: one system shaped around how the firm already works — not an off-the-shelf package it would have to bend around — connected to the accounts software they weren't willing to leave.
Invoicing & fee tracking
Every job, fee and stage in one place — a month's invoices raised in an afternoon, not a week.
Automated chasing
Polite reminders on a schedule, escalation when overdue — the system never forgets, and never sounds rude.
Accounts integration
Two-way sync with the firm's existing accounts package — no migration, no double entry.
Cash dashboard
Invoiced, collected and overdue — live, by client and by month, for the partners' Monday meeting.
We stopped chasing invoices — the system does it politely, every time. Month-end went from dreaded to done.
Running the business on spreadsheets?
Describe the process that hurts most — you'll hear back from Jan within one working day.