LegalPro+
The legal & finance OS for firms.
LegalPro+ helps firms protect revenue before it leaks, recover value already earned, and close the month with confidence. It combines Contract Revenue Protection and Month-End Close Optimization into one secure agentic AI operating layer for legal, finance, billing, and compliance teams.
- No rip-and-replace. Works across your existing systems.
- Human-in-the-loop by design. Agents draft, flag, and recommend.
- Backtest-first proof. Measured value from your own data.
* Metrics are benchmark indicators and planning ranges. LegalPro+ validates the actual opportunity against each customer's own historical data during assessment/backtest.
The Legal Revenue Leak Is Bigger
Than One Workflow.
Most firms treat contracting, billing, e-billing, trust, AR, and close as separate problems. The buyer experiences them as one operating problem: work is done, risk is hidden, revenue is delayed, and leaders see the truth too late.
Contract Value Leakage
Revenue and risk leak through slow intake, manual drafting, inconsistent playbooks, approval delays, missing obligations, and renewal windows that close unnoticed.
Legal Finance Leakage
Earned value gets trapped in time-entry delays, weak narratives, partner prebill queues, rate mismatches, e-billing rejections, write-downs, trust exceptions, GL reconciliation issues, AR aging, and stale close visibility.
LegalPro+ gives firms a live control layer to answer those questions before the postmortem.
Everything In One
Operating Layer.
Converts unstructured requests into structured intake, selects approved templates, performs first-pass review, flags unfavorable terms, routes approvals, extracts obligations, and alerts teams before renewal windows close.
Detects missing time, flags rate issues, prioritizes prebill queues, checks OCG/LEDES compliance, surfaces trust reconciliation breaks, scores close readiness, and gives CFOs a live view of realization, lockup, and billing velocity.
Agents Built For
Every Legal Workflow.
Turns an email or request into structured intake, selects the right template, and creates a clean first draft.
Compares counterparty edits to the playbook and surfaces deviations.
Scores clauses against approved positions, fallbacks, and risk policy.
Routes contracts by value, risk, and policy; nudges stalled approvers.
Extracts obligations, dates, renewal windows, and escalators; watches deadlines.
Files executed contracts, extracts metadata, and synchronizes with M365, DMS, and e-signature tools.
Shows cycle time, leakage risk, renewal calendar, and portfolio exposure.
Connect. Normalize.
Prove. Expand.
LegalPro+ does not force a rip-and-replace. It works across the tools firms already use with human approval, source-aware security, and measurable outcomes.
Book a LegalPro+ demoReplace “AI Demo”
With Measured Evidence.
Legal and finance buyers have seen too many AI demos on fake data. LegalPro+ is positioned around measured proof, not slideware.
| Computation | What LegalPro+ measures | Output |
|---|---|---|
| Contract renewal risk | Notice windows, auto-renewals, escalators, obligations | Missed or preventable leakage |
| Review turnaround | Intake, draft, review, redline, approval timestamps | Cycle-time compression opportunity |
| Narrative quality | Time entries and OCG rules | Weak-narrative and rejection-risk count |
| Entry latency | Work date vs. post date | Lockup days added |
| Prebill approval lag | Prebill generated vs. approved | Bottleneck owners and compression opportunity |
| Rate leakage | Time, rates, fee arrangements, matters | Mispriced invoice count and dollar leakage |
| E-billing prevention | Invoice, OCG, LEDES, submission data | Rejections that could have been flagged |
| AR compression | Invoices, payments, AR aging | Collection lockup days and risk queue |
| Trust integrity | Trust ledger, bank, GL, recon state | Breaks, negative balances, dormant balances |
| Close readiness | Invoice, AR, trust, GL, exceptions | Days-to-close forecast and readiness score |
Every Leader Sees
What They Need To Act.
CFO Command Center
Realization, lockup, billing velocity, cash forecast, leakage forecast, close readiness, and trend movement.
Legal Ops / Contract Portfolio
Contract cycle time, review aging, renewal calendar, obligation risk, playbook deviation, approval bottlenecks, and portfolio exposure.
Billing Director Dashboard
Prebill aging, narrative risk, rate leakage, e-billing rejection risk, reviewer bottlenecks, and queue prioritization.
Trust Compliance Console
Three-way reconciliation, negative balances, bank fees, dormant balances, unresolved exceptions, and time-to-cure.
Partner Workbench
Pending prebills, suggested edits, write-down rationale, realization impact, approval queue, and matter-level action list.
E-Billing Compliance
First-pass acceptance, OCG/UTBMS violations, LEDES issues, rejection reasons, portal trends, and appeal drafts.
Collections Intelligence
AR aging, payment prediction, risk-based follow-up queue, client-specific reminders, and cash timing forecast.
Security & Ethical Wall
Denied access, masked fields, policy drift, export-restriction events, failed access attempts, and audit trail.
Works Across The Systems
Firms Already Trust.
- Microsoft 365 / SharePoint
- iManage
- NetDocuments
- Outlook & Teams
- E-signature systems
- Elite 3E
- Aderant
- SQL Server billing
- ProLaw / SurePoint
- Generic finance sources
- LEDES / UTBMS
- TyMetrix / Legal Tracker
- Passport
- Collaborati
- Custom portals
- Trust / IOLTA ledgers
- GL / ERP sources
- AR aging extracts
- Bank reconciliation
- Billing extracts
- Contract archives
- Flat-file diagnostics
- Data warehouse
- Custom BI tools
- Approved extracts
Built For Confidential
Legal And Finance Data.
LegalPro+ is designed for environments where confidentiality, privilege, ethical walls, and auditability are non-negotiable. Agents draft, compare, route, flag, and recommend. Human approval is required for every judgment call.
LegalPro+ is designed with SOC 2, ISO 27001, GDPR, data-residency, audit, least-privilege, and customer-controlled deployment expectations in mind. Certification status and evidence can be reviewed during procurement.
Talk to our security teamSeven Reasons Firms
Choose LegalPro+.
One platform, two leaks
Contract revenue leakage and legal finance leakage are connected. LegalPro+ handles both.
Backtest-first GTM
Buyers see measured opportunity from their own data before a full deployment - not demo slides.
Integration-first
Works with existing CLM, DMS, M365, e-signature, 3E, Aderant, SQL, and e-billing ecosystems.
Human-in-the-loop
Legal, finance, billing, trust, and client communications stay under human approval.
Security-aware agents
DLS/RLS, ethical walls, masking, export restrictions, and audit are part of the product, not an afterthought.
Sovereign deployment options
Supports private, cloud, or customer-tenant deployment paths for enterprise trust.
CFO-ready value story
Focused on realization, lockup, revenue recovery, close time, and working-capital release.
See What LegalPro+ Would Have Caught In Your Data.
Upload an approved extract or connect a scoped read-only source. We will identify the highest-value leakage pattern and recommend the first workflow to automate.
Start the LegalPro+ assessmentEverything You Need To Know.
From Reactive Cleanup
To Proactive Control.
LegalPro+ helps legal and finance leaders move from spreadsheet fire drills to a measurable operating rhythm - one proven workflow at a time.