Law firm financials in real time.
Most firms learn a matter lost money only after it has closed. Ezra shows matter-level P&L, WIP and realisation in real time — straight from Clio and Xero, with no spreadsheet in the middle.
Request accessWhat it does
01
Matter P&L in real time
Every matter's profitability — fees, costs, WIP and write-offs — is visible while the work is live, not reconstructed at year-end.
02
WIP, realisation and utilisation
See work in progress, realisation rate and fee-earner utilisation across the firm. Know which work, and which people, are actually paying.
03
Forecasting and billing audit
Revenue forecasts run off the live pipeline; a line-by-line billing audit reconciles against Clio, with practice accounts tied through to Xero.
What’s included
- Matter-level P&L, in real time
- WIP, realisation rate and fee-earner utilisation
- Revenue forecasting from the live pipeline
- Billing audit against Clio, line by line
- Practice accounts reconciled through Xero
Works with
Clio ManageXero
More of the funnel
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