Our Process
We've designed a streamlined process to get your finances in order with minimal disruption to your business.
Discovery Call
We start with a focused conversation to understand your PI practice — your case volume, trust account setup, IOLTA obligations, and current pain points with financial visibility.
Custom Proposal
We build a service package tailored to your firm's needs, covering trust accounting, case cost tracking, contingency fee cash flow forecasting, and any compliance requirements specific to your state.
Onboarding
We set up your chart of accounts for legal practice, connect your trust and operating accounts, and establish the workflows needed for accurate IOLTA ledger management from day one.
Financial Clean-up
We reconcile your trust and operating accounts, organize case cost records, and build clean, reliable books that reflect exactly what's happening in your PI practice.
Ongoing Support
Monthly trust reconciliations, real-time financial dashboards, and proactive advisory — so you always know where your firm stands financially and can focus on winning cases.
What to Expect
Our process is designed to be straightforward, efficient, and focused on your business needs.
During Onboarding
- A comprehensive review of your current financial situation
- Setup of secure data-sharing systems and tools
- Establishment of communication channels and expectations
- Development of a tailored financial strategy
Ongoing Relationship
- Regular financial reporting and updates based on your plan
- Scheduled review calls to discuss performance and strategy
- Proactive financial advice and growth recommendations
- Continuous optimization of financial processes