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Catch the fees a client engagement quietly gave away

When an engagement period closes, value the firm was owed can slip away unnoticed, and it usually only turns up when someone happens to ask. This app reads the closed file and lists exactly what may have leaked, line by line.

For the practice finance teamProfessional Services · Legal Services

Why it matters

Today's manual process, and the same job with the app

Practice finance staff at a professional services or law firm, reviewing one closed engagement period at a time.

✕Today's manual process

1Read the engagement file line by line against the fee arrangement and rate card.
2Check the billing register for anything that explains a gap in what was billed.
3Search the partner's notes for a sentence that changes the answer.
4Miss something and money the firm was owed is never recovered.
Reconciliation happens only when someone asks

✓With the app

1The file is read against the fee arrangement and rate card automatically.
2Every gap is checked against the billing register for a change order or reason.
3The notes are searched for the sentence that changes the answer.
4A candidate pack is built with the amount at risk for the partner to decide.
Every closed period gets checked automatically

See it work

One real case, from the app's recorded run

One line's rate deal was quietly pulled back by the client weeks before the invoice, and the gap was never recovered.

Catch the fees a client engagement quietly gave awayReference appBuilt to be shaped to your process
  1. 1The delivered hours 26 hours recorded at 10,660; billed at just 6,396.
  2. 2What the numbers alone show 19 hours recorded, nothing billed, and nothing on file to explain it.
  3. 3Paperwork that looks fine A rate variation from April is on file for this exact gap.
  4. 4Most lines need no review Recorded and billed match exactly, so there is nothing to flag.
  5. 5Who acts on it Addressed to the engagement partner, who bills, absorbs, or raises it.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
60 of 60real leakage lines caughtmeasured in 06 Evals →
10 of 12already-cleared lines surfaced againmeasured in 06 Evals →
15 of 184lines wrongly flaggedmeasured in 06 Evals →
$0.91to check all 48 engagementsmeasured in 07 Unit cost →

The build, step by step

14 steps

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your rulesYour firm's rate cards, clearing rules and review-window policy, not a generic template.
Your recordsYour own engagement files, timesheets, billing registers and partner notes, in the format you keep them.
Your systemsReads from your time and billing system; candidate packs can post back to your review queue.
Your screensThe fields, categories and wording your practice finance team already uses.

Want this for your team?

Talk to us

We can run this on your own closed engagements, inside your own systems, with your own rules.

Talk to us →
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