- Business Services Use Case
Eliminate Unbilled Work Across Matters
How Profisee helps law firms prevent revenue leakage by linking clients, contracts, matters and timekeepers to enforce billing rules at the point of work.
Law firms lose revenue when contract rates, caps and staffing rules aren’t enforced at time entry, leading to write-offs, disputes and delayed cash. Profisee connects clients, contracts, matters, attorneys and billing terms so firms can validate entries up front and catch exceptions before they become unbillable work.
Data Domains
Client, Contract, Matter, Attorney, Billing Terms
Business Problem
Write-offs, billing disputes, missed caps, slow cash
Teams Impacted
Finance, Billing, Legal Operations, Practice Leaders
MDM Impact
Links client-contract-matter, enforces timekeeper rules, validates rates and caps
Business Problem
Data Strategy
Outcomes Business Problem
- Unapplied billing terms: Rates, discounts and fee caps in client contracts aren’t enforced at time entry, creating avoidable write-offs later.
- Unauthorized timekeepers: Restricted roles and staffing rules get missed, leading to noncompliant time that must be credited.
- Rate table drift: Stale rate tables across systems cause mispriced work and margin erosion.
- Manual reconciliation: Finance relies on after-the-fact reviews, delaying invoices and inviting disputes.
Data Strategy
- Contract-matter linkage: Create governed relationships between client, contract, matter and timekeeper to validate entries at the point of work.
- Rate and cap validation: Master rate schedules and fee caps so every entry auto-checks pricing and cap balance.
- Role-based controls: Govern authorized timekeeper roles and staffing exclusions to block out-of-scope work early.
- Exception workflows: Trigger alerts and approvals for flagged entries so issues get resolved before billing.
Outcomes
- Higher realization: Redirect billable staff to paid work and reduce write-offs with cleaner invoices, improving the billed-to-worked ratio.
- Faster cash: Fewer invoice holds accelerate approvals and shorten days sales outstanding.
- Fewer disputes: Contract-aligned bills cut back-and-forth with clients and lower credit memos.
- Stronger margins: Accurate pricing and scope control improve contribution by matter and client.
