Shadow Ledger middleware for law firms. Automates complex fee allocation, origination credits, and waterfall calculations with real-time Clio synchronization.
Handle any fee structure your firm uses with flexible allocation rules.
Everything you need to manage partner compensation with transparency and accuracy.
AI understands natural language fee agreements like "60/40 split after $10,000 threshold" and converts them to executable rules.
Automate complex waterfall allocations with priority rules, cost reimbursements, and multi-tier structures.
Webhook-driven synchronization. Bills, payments, and activities sync automatically - no manual data entry.
Partners see firm-wide data. Associates see only their own contributions. PostgreSQL row-level security enforces isolation.
Click any allocation to get a plain-English explanation of how the amount was calculated. Full audit trail included.
Partner compensation summaries, matter breakdowns, MTD/YTD tracking, and trend analysis with one click.
Visualize compensation trends over 6-12 months. Track performance by partner, matter, or practice area.
Export reports to CSV, PDF, or Excel for year-end distributions, tax reporting, or board presentations.
AWS PrivateLink for AI processing. Encrypted tokens at rest. PostgreSQL row-level security.
Different views for different roles. Everyone sees exactly what they need.
Full firm-wide compensation visibility. Configure rules, view all matters, generate reports.
View only their own contributions and allocations. See matters they worked on.
Configure fee rules, manage users, monitor sync status, handle billing.
From Clio connection to compensation report in four simple steps.
One-click OAuth authentication. Webhooks automatically configured for real-time sync.
Define fee allocation rules for your firm. AI parses natural language agreements.
Bills, payments, and activities sync via webhooks. No manual data entry ever.
View compensation summaries, matter breakdowns, and export to CSV/PDF/Excel.
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