See what you’ve earned before the bill goes out.
Finley follows every hour from the timesheet to the bank, and shows you the money still sitting between them. Finley knows every entity, every fee arrangement, and every matter on the docket. You never explain your own firm twice.
for Law Firms
Know the trust ledger is clean before anyone asks.
The three-way match is the bank statement, the book balance, and the sum of every client ledger. Most states want it monthly. In North Carolina the State Bar audits 240 lawyers a year at random. Finley checks all three every night and flags the first dollar out of place. You still sign the reconciliation.
See what an hour was worth by the time it was paid.
Collection realization finished 2025 at 90.3% by Georgetown’s count, with associates lower still. At a midmarket firm the bigger loss comes earlier, in the hour nobody wrote down. Finley traces every hour from standard rate to billed to banked, by timekeeper, practice group, and client.
Lockup is where the quarter is decided.
The industry’s word for the days between the timesheet and the bank, and the median runs about seventy-five. Half the finance leaders in BigHand’s 2026 survey named aged WIP their biggest cash-flow pressure, up from a third. Finley watches WIP, unbilled time, and AR aging against the matters that made them.
Partner compensation is the firm’s cash flow.
The firm distributes its profit rather than holding it, because earnings left inside become phantom income for the partners. A collections miss lands on somebody’s December. Finley counts what each book produced, what the draw already took, and what is left to pay out without borrowing.
Every entity, one set of books.
The operating PLLC, the building LLC, the management company, the title arm, a partnership per office. Finley holds all of it and answers as one firm. When the bank renews the line or a partner buys in, the consolidated number is already there.
What can you distribute in December?Finley sets what the firm earned beside what it collected, month by month.
Your P&L is cash basis, so it records the month a client paid. WIP, unbilled time, and the trust balance all sit outside it, and two of those three are the firm’s own money.
Finley takes both numbers from the matter ledger rather than the tax return. The December figure stops being a guess you make in November.
Connect Finley once and start gaining insights.
Finley connects to your accounting and your practice management system, and we can help build connectors for most other systems.
Connected in minutes, and nothing for your administrator to maintain. Your practice management system keeps running time, billing, and the trust ledger. Finley looks and never touches.
Finley remembers. Your seasonality. Which clients pay on ninety days. Which practice group carries the year. Your firm administrator has carried all of it for years, unwritten. The next banker, the next lateral, the next buyer of your firm start from zero.
A dashboard, a reporting layer, a forecast, and the reasoning that ties them together. None of this replaces your practice management system, your trust ledger, or your close.
Where one ends and the other begins
Your practice management and books
Finley
- System of record for your ledgerSystem of record for your financial planning
- Runs the client trust ledgerTells you the day it stops balancing
- Captures time and issues the billTells you which hours turned into money
- Closes the monthTells you what the month means
- Built for accountantsBuilt for the operator
Know your cash position today, and any week between now and next year
A rolling forecast, kept current, built out of matters instead of a spreadsheet. Every fee arrangement pays on its own clock. Payroll, rent, and the partner draw land on their dates. Thirteen weeks by default, a year when a decision needs it. You know in September whether January can carry the two laterals.
Rolling forecast · weekly
Everyone else starts from zero. Your banker included.
Your bank knows your balance. The tax return knows last year. Nobody pricing your buy-in has seen what each partner’s book collects. Ask Finley how to finance the two-partner admission. The firm note, the personal bank loan, the capital call. What each one does to distributions, and which one to take.
One caveat: confirm the January collections floor before you set the closing date.
Find out what the news means for your matters
A carrier rewrites its billing guidelines. A state opens to outside capital. An appellate panel closes a practice area. The headline says it happened. Finley tells you how many of your open matters sit on that panel, which task codes stopped being billable, and what it does to the blended rate.
Watching · 61 open defense matters · 3 carriers · guidelines effective Oct 1
CFO recommendation
Re-code the six tasks before October so the first pre-bill is clean. I can rank the 34 matters by exposure now.Rank the matters
Realization by timekeeper, practice group, and client
Every write-down attributed to the moment it happened, in the pre-bill or in the collection.
Trust and the three-way match
The bank, the book, and every client ledger. What is out of place is named the day it appears. You still sign it.
WIP, unbilled time, and AR aging
Lockup by matter and by timekeeper, from the hour worked to the dollar banked.
Rolling cash flow forecast
Thirteen weeks by default, a year when a decision needs it, built from matters and the fee arrangement each one bills on.
Every firm deserves to be known.
You built the firm one matter at a time. Finley knows all of it, and it never takes another job.