TrueUp Legal

For law firms on Aderant Expert
trueuplegal.com

Find the cash your firm is leaving in WIP, AR and write‑downs.

TrueUp Legal reads your Aderant data, read-only, and shows every partner what was worked, billed, collected, and what is slipping, by attorney, client and matter. You get the invoices to chase in week one, and the full reporting live in about 30 days.

What it finds

  • Aged AR: the largest, oldest invoices by billing attorney, with last payment date. Your AR hit list arrives in week one.
  • Aging WIP: unbilled time past 30, 60 and 90 days, before it turns into a write-down.
  • Write-downs: by attorney, client and matter, so patterns show up while they can be fixed.
  • Realization: hours worked versus billed, fees billed versus collected, month to date, year to date and against last year.

What partners see

  • A working view (their own production) and a billing view (balances they are responsible for), on separate tabs.
  • A firm view for the managing partner and CFO, with drill-through to client and matter by name.
  • Live before most vendors send a quote: published price, about 30 days to go-live.

How it works

  1. Free Leakage Snapshot. A few read-only queries produce a one-page finding. No commitment.
  2. One 60-minute mapping session with your finance lead.
  3. Week one: your AR hit list.
  4. About 30 days: numbers checked against Aderant, partners get access, and we keep it running every month.

The arithmetic

Illustrative firm collecting $50M a year

~$500K a yearfrom one point of realization
~$1.4M onceof cash freed by collecting 10 days sooner

Round-number arithmetic, not a promise. Your Snapshot shows your own figures.

Published pricing

Firm sizeSetupMonthly
Up to ~50 timekeepers$20,000$2,000
Over 50 timekeepers$25,000$3,000

Monthly covers support, refresh monitoring and new reports. No quote process.

Two ways to run it

In your tenantYour own Power BI; data never leaves your Microsoft account.
Hosted by TrueUpMicrosoft sign-in, no Power BI licences to buy. Ask for pricing.

Book a free Leakage Snapshot

Opening to new firms in January 2027. A few onboarding slots each quarter.

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trueuplegal.com