Yieldly Cash Flow Platform
Our flagship AI-powered platform for comprehensive cash flow management. Average DSO reduction: 45 days. Working capital released: £3-15m depending on firm size.
- Real-time lock-up monitoring across all matters
- Automated intelligent payment chasing
- Partner-specific dashboards with mobile access
- Predictive analytics for payment delays
- Integration with Elite 3E, Aderant, and all major PMS
InTapp██
Intelligent client intake and matter management. Streamline your onboarding while ensuring compliance and profitability from day one. Manual processes Automated workflows. Setup time: 7 days.
- Smart conflict checking across all systems
- Automated AML/KYC compliance verification
- Matter profitability forecasting at intake
- Resource allocation optimization
- Client credit checking and risk scoring
- Engagement letter automation
███ Advisory
Strategic financial consulting from legal sector specialists with 50+ years combined experience. We don't just implement technology – we transform your entire financial operations. Typical engagement ROI: 340%.
- Financial process optimization and redesign
- Technology implementation and change management
- Partner compensation model design
- Working capital optimization strategies
- Pricing and profitability consulting
- Benchmarking against peer firms
SRA & Regulatory Compliance
Built-in compliance with SRA Accounts Rules, automatic COFA reporting, and complete audit trails. First-time invoice acceptance rate: 98%.
- Automated SRA rule checks before billing
- Client account reconciliation
- Built-in three-way matching
- Complete audit trail for every transaction
System Migration Integration
Works with your existing PMS - Elite 3E, Aderant, Proclaim, or any other system. Implementation in 14 days, not months. Zero disruption guarantee.
- Pre-built connectors for all major PMS
- Real-time data synchronisation
- No disruption to current workflows
- Full API access for custom needs