Rosy Cancela PAStart a Project
Deployments

Systems running across professional firms

A sample of the intake, billing, and matter management systems we've deployed for professional service firms.

Beach Bay Legal Group

Matter management consolidated 400 active files into one system.

Cancela & Vidal CPAs

Billing automation lifted realization rate from 78% to 94%.

Miami Beach Consulting Partners

Deadline tracking eliminated missed filing dates for a full fiscal year.

Ocean Drive Advisory

Document management indexed 12,000 files to their matters.

Lincoln Road Law Partners

Automated conflict checks caught 6 conflicts in the first quarter.

Sunset Harbour Tax Advisors

Real-time time capture recovered 18% more billable hours.

Espanola Way Immigration Law

Deadline automation tracked filings across 4 jurisdictions.

Flamingo Park Family Law

Matter staffing views cut associate scheduling conflicts to zero.

Bayshore Business Advisors

Partner reporting rollup consolidated 3 offices into one dashboard.

Meridian Real Estate Counsel

Trust accounting reconciliation reduced audit prep time by 60%.