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.
Request access →At a glance
- 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
- Current · 0–30 days £41,000
- Ageing · 31–60 days £22,500
- Ageing · 61–90 days £13,710
- Over 90 days £9,000
- Current £18,000
- 1 month £12,480
- 2 months £7,500
- 3 months + £4,000
- Hartley v Hartley · Family coveredFunded
- Okafor · Employment £11,100 at riskThin
- Estate of Reyes · Private Client £8,200 at riskUnfunded
- Mansfield Holdings · Dispute Resolution £6,000 at riskThin
£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
Request access
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