Produce client-compliant prebills
Speed up your firm’s billing process, reduce invoicing errors, and provide OCG- and client-compliant bills the first time. With integrated client and firm compliance guidelines, clear visibility into workflows, and tracked edits, your firm can get accurate bills out the door to your clients faster than ever.
Provide clients with the accurate, transparent bills they expect.
Notify and track the prebill progress through the workflow.
Review and adhere to client guidelines during the prebill process.
It’s shaved hours off the billing process. We’ve seen a 15% improvement on days of unbilled fees, which is a metric we often use to find out the efficiency of our billing process.
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Produce client-approved proformas via integration with Intapp Terms, which displays client billing and payment terms.
Know when a proforma has been generated, view unreleased time from Intapp Time, check who has made changes, and see where the proforma sits in the workflow.
Review, recall, and reassign work to move aging proformas along.
Increase oversight of suggested bill changes and identify bottlenecks in the workload with audit trails and dashboards.
Case study
Am Law 100 firm Seyfarth Shaw sought to streamline its legal billing workflows and increase visibili...
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Case study
In search of an automated legal billing software solution to replace its paper-based processes, McCa...
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Case study
Am Law 100 firm Mintz deploys Intapp Billstream to streamline and accelerate invoice management and ...
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Clients expect accurate, transparent, on-time invoices — and they only want to work with firms who can prove they took the time and effort to ensure invoices align to their agreed-to requirements. Intapp Billstream helps your firm meet that client need — and accelerate revenue realization — by increasing the speed to billing and collection.
Intapp Billstream offers a collaborative process between client-facing and finance teams. It reduces the back-and-forth phone calls, emails, and rewrites of proformas when changes are made to hours, rates, and narratives. Professionals can log in to check the proforma status, their actionable items, and changes made, ensuring full visibility and review before approval.
Yes, Intapp Billstream includes many customizable elements, including workstream and reporting. Our team will work with you to determine how Billstream can best work for your firm.
For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
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