Every practice area handles money differently.

What we see

• Case costs advanced for years before a single dollar comes back
• Settlement distributions that have to be calculated and documented exactly right
• Medical liens and third-party payoffs running through the trust account
• A P&L that looks terrible in the years between settlements

What we do

• Advanced case costs tracked per matter as recoverable receivables, never buried in expenses
• Settlement statements reconciled against the trust ledger before disbursement
• Lien and third-party payoff tracking through the client sub-ledger
• Reporting that shows capital tied up in open matters, not just this month's cash

What we see

• Retainers running dry mid-matter, with work already done
• Frequent trust-to-operating transfers, each one needing documentation
• Collections conversations with clients already under real personal strain
• Fee disputes where the ledger has to hold up to scrutiny

What we do

• Retainer balances monitored against your minimums, with replenishment flagged early
• Every earned-fee transfer recorded, documented and reconciled to the client ledger
• A structured, non-confrontational follow-up process you control
• Client ledgers detailed enough to answer a fee dispute line by line

What we see

• Flat-fee work where profitability depends entirely on how long each matter really takes
• Estate and probate funds held in a fiduciary capacity, separate from operating
• Matters that reopen years after they were closed
• Court accountings that demand exact records

What we do

• Flat-fee profitability measured against actual time so pricing reflects reality
• Fiduciary and estate accounts reconciled and kept clearly distinct from firm funds
• Records retained and retrievable when a dormant matter comes back
• Documentation clean enough to support a court accounting

What we see

• Flat fees collected in advance that are not yet earned
• Payments from family members rather than the client themselves
• Cases that take five times longer than the fee assumed
• Expert and investigator costs that arrive without warning

What we do

• Unearned flat fees held and recognised correctly rather than booked as revenue on receipt
• Third-party payments documented against the correct client ledger
• Profitability by case type, so flat fees can be set from evidence
• Expert and investigator costs tracked per matter and against your cash forecast

What we see

• Large escrow balances passing through the trust account on tight closing timelines
• Wire activity that has to be reconciled same-day, not at month-end
• Per-transaction flat fees where volume determines whether the year works
• Title and recording costs advanced ahead of closing

What we do

• Escrow reconciled at a frequency that matches your closing volume
• Every wire in and out tied to a specific matter and client ledger
• Per-transaction profitability so flat fees can be priced against real cost
• Advanced title and recording costs tracked and recovered at closing

What we see

• Large numbers of relatively small matters, each with its own ledger
• Government filing fees advanced on behalf of clients, constantly
• Instalment payment plans that have to be tracked per client
• Flat fees collected before the work is done

What we do

• Client ledgers that stay accurate at high matter volume
• Filing fees tracked as advanced costs per matter and recovered properly
• Payment plan balances monitored, with missed instalments flagged
• Unearned flat fees recognised as work is performed, not on receipt

What we see

• A mix of hourly, flat-fee and retainer arrangements in the same book of business
• Corporate clients whose accounts payable cycle runs 60 to 90 days by policy
• Ongoing general counsel retainers that need scope tracking
• Profitability that varies sharply by engagement type

What we do

• Revenue and margin reported by engagement type, not lumped together
• AR aging that distinguishes slow-by-policy from genuinely at-risk
• Retainer utilisation tracked against scope so overruns surface early
• Cash forecasting built around your real corporate collection timing

What we see

• USPTO and international filing fees advanced constantly across many matters
• Prosecution matters that stay open for years with intermittent activity
• Annuity and maintenance fees on recurring long-range schedules
• Foreign associate invoices in multiple currencies

What we do

• Filing and maintenance fees tracked per matter and recovered reliably
• Long-running matters kept accurate through years of intermittent activity
• Recurring fee obligations visible in the cash forecast well ahead of time
• Foreign associate costs recorded and reconciled cleanly