Ezra.
05 · Financials

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, realisation and money-at-risk in real time — straight from Clio and Xero, with every figure drillable to the rows that compose it.

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At a glance

Matter financials illustrative — every £ drills
  • Hartley v Hartley · Family £38,200
  • Okafor · Employment £29,650
  • Estate of Reyes · Private Client £24,400
  • Mansfield Holdings · Dispute Resolution corrected −£1,400 £36,200
Billed (net) · total £128,450
Money at risk client funds vs unbilled WIP
  • Hartley v Hartley · Family covered
    Funded
  • Okafor · Employment £11,100 at risk
    Thin
  • Estate of Reyes · Private Client £8,200 at risk
    Unfunded
  • Mansfield Holdings · Dispute Resolution £6,000 at risk
    Thin
Funded At risk

£25,300 at risk across £61,200 WIP

What it does

01

Every figure is drillable

Click any £ — fees, WIP, write-offs, debtors — and see the rows that built it. No more 'where did that number come from?' A CI guard enforces drill coverage across every report, so the trail never goes cold.

02

A corrections layer that survives audit

Write-offs, off-system credit notes and fee re-attributions are first-class — captured per entry, baked into every report and explainable on demand. The figures match Clio; the story behind them survives a partner asking.

03

Money-at-risk, before the leak

See funding coverage and runway days per matter; the funding watcher alerts the firm before a matter busts its funded cap. It never moves money — it tells a person, who decides. Recover the work before the cash goes, not after.

04

Trust accounting, reconciled in real time

The Clio client-account ledger syncs every fifteen minutes and reconciles against the sum of matter balances. Trust drift is caught the day it happens.

05

Revenue leakage, found before it's lost

A billing audit watches for work that never reached a bill — calendar time, recorded calls, client emails, idle matters, thin time narratives — and estimates the pounds at stake. Findings are triaged, not nagged, and pre-computed so the page renders instantly.

06

Ask the books in plain English

A read-only data agent answers questions about matters, fees, balances and compliance in plain English — scoped by role, so a fee earner sees only their matters and a partner sees the firm. It tells; it never changes.

07

Twenty reports, role-scoped

Aged debtors, billing audit, cashflow, lockup, matter P&L, money-at-risk, performance, period-end, realisation, trends, WIP — twenty-plus reports, all corrections-aware, all CSV-exportable. Fee earners see only their matters; partners see the firm; billing clerks have write.

What’s included

  • Every £ figure clickable, drill-down to source rows (CI-enforced)
  • Corrections layer — write-offs, credit notes, fee attributions
  • Money-at-risk: funding coverage and runway-day alerts (never moves money)
  • Trust accounting reconciled against Clio every 15 minutes
  • Billing-leakage audit with estimated £ recovery
  • Lockup (WIP days + debtor days), per earner and firm
  • Ask — a read-only, role-scoped data agent over the firm's numbers
  • WIP, realisation rate and fee-earner utilisation
  • Twenty-plus reports, all corrections-aware and CSV-exportable
  • Practice accounts reconciled through Xero

Works with

Clio Manage Xero

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