Rosy Cancela PA engineers the client intake, matter management, billing, and document infrastructure that professional service firms run their practice on — so partners bill hours, not paperwork.
Firms Deployed
20+
Practice Areas
5
Founded
2011
Billable Hours Tracked
210k+
New client onboarding and conflict checks handled before the first meeting.
Every active matter tracked with status, staffing, and deadlines in one record.
Billable hours captured as they happen, not reconstructed at month-end.
Every filing, contract, and correspondence indexed to its matter.
Statutory and filing deadlines tracked automatically across every matter.
Realization, utilization, and revenue tracked across every partner.
Realization_Rate
94%
+11% YOYTime entries recorded in the moment, not reconstructed from memory two weeks later, are the single biggest lever on realization rate we've seen across every firm we've deployed.
20+
Firms Deployed
4.9
Client Rating
"We used to reconstruct billable hours from memory every Friday. Now time is captured as the work happens, and our realization rate finally reflects the hours we're actually putting in."
Marco Vidal
Partner, Cancela & Vidal CPAs
01
We map how intake, billing, and deadlines actually move through your firm today.
02
Intake, matter, and billing workflows mapped to your practice areas.
03
Client records and matter history carried over, nothing lost.
04
Staff trained, billing cut over, support on call through your next filing cycle.
Yes — the same intake and billing core has been deployed for consulting, architecture, and advisory practices.
Yes — new client intake includes automated conflict screening against your existing matter database.
We migrate client records, matter history, and billing data from your current practice management software before go-live.
Most single-office firms are fully live within four weeks of kickoff.
Firms entering time same-day recover 15-20% more billable hours than end-of-week reconstruction.
A single missed statutory deadline can cost more than a year of software fees.
Automated invoicing tied to approved time cuts average days-to-pay significantly.
Tell us about your intake, billing, and deadline workflow — we'll show you what a deployment looks like for your firm.
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