Clio Integration Required

Automate Partner Compensation. Eliminate Spreadsheet Chaos.

Shadow Ledger middleware for law firms. Automates complex fee allocation, origination credits, and waterfall calculations with real-time Clio synchronization.

Allocation Types Supported

Handle any fee structure your firm uses with flexible allocation rules.

Origination Credits
Responsible Attorney
Working Attorney
Waterfall Allocations
Tiered Thresholds
Custom Split Rules

Key Features

Everything you need to manage partner compensation with transparency and accuracy.

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AI Fee Agreement Parsing

AI understands natural language fee agreements like "60/40 split after $10,000 threshold" and converts them to executable rules.

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Waterfall Calculations

Automate complex waterfall allocations with priority rules, cost reimbursements, and multi-tier structures.

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Real-Time Clio Sync

Webhook-driven synchronization. Bills, payments, and activities sync automatically - no manual data entry.

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Role-Based Access

Partners see firm-wide data. Associates see only their own contributions. PostgreSQL row-level security enforces isolation.

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AI Explanations

Click any allocation to get a plain-English explanation of how the amount was calculated. Full audit trail included.

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Comprehensive Reports

Partner compensation summaries, matter breakdowns, MTD/YTD tracking, and trend analysis with one click.

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Revenue Charts

Visualize compensation trends over 6-12 months. Track performance by partner, matter, or practice area.

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Multi-Format Export

Export reports to CSV, PDF, or Excel for year-end distributions, tax reporting, or board presentations.

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Enterprise Security

AWS PrivateLink for AI processing. Encrypted tokens at rest. PostgreSQL row-level security.

Role-Based Access Control

Different views for different roles. Everyone sees exactly what they need.

Partners

Full firm-wide compensation visibility. Configure rules, view all matters, generate reports.

Associates

View only their own contributions and allocations. See matters they worked on.

Administrators

Configure fee rules, manage users, monitor sync status, handle billing.

How It Works

From Clio connection to compensation report in four simple steps.

1

Connect Clio

One-click OAuth authentication. Webhooks automatically configured for real-time sync.

2

Configure Rules

Define fee allocation rules for your firm. AI parses natural language agreements.

3

Automatic Sync

Bills, payments, and activities sync via webhooks. No manual data entry ever.

4

Generate Reports

View compensation summaries, matter breakdowns, and export to CSV/PDF/Excel.

Eliminate Month-End Spreadsheet Chaos

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