Industries — Legal & Investigations
Your case system runs the work. Your books shouldn't run on re-typing.
Law firms and investigations agencies bill by the matter — but the money leaks in the gap between the case system and QuickBooks. We close that gap so your books keep themselves.
Book a Free AuditBuilt for firms running TrackOps, Clio, PracticePanther, MyCase, or Filevine. 30 minutes. No pitch.
Where it leaks
Three places legal & PI money quietly goes missing.
In the gap between your case system and your books
TrackOps, Clio, PracticePanther, MyCase — the case is managed in one place and billed in another, so someone re-keys every client, invoice, and payment into QuickBooks by hand.
In misapplied payments and duplicate clients
A payment lands on the wrong matter, or the same client gets entered twice. The books drift, and reconciliation turns into detective work of its own.
In failures no one sees
A manual export breaks or a number gets fat-fingered, and nobody notices until month-end. By then the books are already wrong.
What we can automate
The legal & investigations automation library
Grouped by where the work happens. The ▶ Demo items make up a system we've already built and can show you live; the rest we scope in your free audit.
Books & Billing
Clients in Sync
▶ DemoEvery new client gets typed into the case system and then again into QuickBooks → clients flow into QuickBooks automatically, matched first so none are duplicated → one clean customer list, no double entry.
Watch the walkthrough →Invoices, Line by Line
▶ DemoCase invoices are rebuilt in QuickBooks by hand, line by line → each invoice syncs with every line mapped to the right QuickBooks service, totals matching to the cent → accurate books, and you bill faster.
Watch the walkthrough →Payments on the Right Matter
▶ DemoPayments get recorded twice, or applied to the wrong invoice → each payment is applied to the correct invoice automatically, only while a balance is open → balances clear, nothing double-pays.
Watch the walkthrough →Trust & Retainer Handling
Can buildRetainer draws and trust accounting are easy to get wrong and painful to audit → retainer receipts and applications booked with clean accounting treatment → trust balances that reconcile.
Intake & Case Ops
Intake-to-Case
Can buildIntake forms are filled out, then re-typed into the case system → intake flows straight into the case record → no double entry, fewer errors.
Conflict-Check Prompt
Can buildConflict checks depend on someone remembering to run them → every new matter triggers a conflict check and logs the result → nothing opens without a check on record.
Deadline & Statute Watch
Can buildKey dates and statutes of limitation live in someone's head → deadlines tracked from case data with automatic reminders → no missed date, no scramble.
Reports & Records
The Report That Assembles Itself
Can buildInvestigators rebuild reports by hand from field notes, photos, and timelines → reports assembled from the case record into your template → hours back on every case.
Records-Request Router
Can buildSubpoenas and records requests pile up unsorted → each one is classified, logged, and routed to the right person → nothing lost in the pile.
See it running
TrackOps to QuickBooks — a real, built integration
We built this to show the work: clients, invoices, and payments flowing from TrackOps — a legal and investigations case-management platform — into QuickBooks Online, deduped, line-item mapped, and with a payment landing on the right matter so the balance clears. Every sync is logged, and any failure sends an alert instead of breaking silently.
Read the full case study → Systems we connect to QuickBooks
Your case-management software, connected to QuickBooks Online.
Whatever your firm runs on, the integration pattern is the same — clients, invoices, and payments flow into QuickBooks Online, deduped and applied to the right matter. We build TrackOps, Clio, MyCase, PracticePanther, Filevine, Smokeball, and Rocket Matter to QuickBooks Online integrations.
Demonstrated with TrackOps; the same REST and OAuth pattern applies to the systems above.
Start with the audit. Zero risk.
We find where your case system and your books fall out of sync, and what it's costing you. You decide what to do with it.
Book Your Free AuditThis is what's automatable in legal & investigations. The ▶ Demo items we've already built and can show you live; the rest we scope in your free audit — and we'll tell you what's not worth automating, too.