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Data cleanup for law offices

Firms run on client, matter and vendor records, and on invoices with long expense backups. Small errors in any of them cost time at billing.

What we see most

  • The same client or matter entered more than once across practice management and billing
  • Vendor and expert invoices with pages of backup that need checking before payment
  • Accounts for people who left still open in document and billing systems

Before we start

[CLIENT TO CONFIRM: CONFIDENTIALITY OR ETHICS TERMS LAW FIRMS WILL REQUIRE OF US]

Packages that fit

Where to next