Stay on Budget with Your Clients
EffortlessBudget gives you real-time budget insights:
- Be proactive with your budgets, before it’s too late!
- Alerts you when you are nearing budget
- Specific alerts for attorneys working on specific matters
- “Always on” technology continuously monitors your billing
No more surprises! Let computers help you stay on budget.
Estimate assumes a law firm billing assistant at hourly cost of $27 /hr spending at least 16 hours per month monitoring accruing law firm billing records against budgets for 4 attorneys, notifying the attorneys when accruing charges are approaching budgets, and fixing budgetary errors before or after bills submission.
Coordinates Client and Law Firm Systems
EffortlessBudget syncs up with your clients’ invoicing software to keep all your timekeepers on budget.
EffortlessBudget updates itself when time and expense entries in your legal time billing software time billing software don’t correspond to what is in your clients' invoicing systems.
Encrypted and Secure
All of your data is encrypted "in transit" and " at rest".
Learn more about data encryption and lawyers here.
If you’re getting too close to your budget, EffortlessBudget will send the specific people working on the matter a text or email to alert them and help them get back on track.
Keep Your Legal Billing Software
EffortlessBudget currently works with Clio and Serengeti (Legal Tracker). More integrations are on the way!
Proven to Work
EffortlessBudget was tested in a live firm before being released to the public.
Everything You Want
- No Installation required
- Automates law firm client budget tracking & compliance
- Can be customized for specific budgeting needs
- Easily integrates with Clio and Serengeti (Legal Tracker)
- More integrations coming!
- Supports customized law firm budgets for different legal matters
- Uses “always on” technology to continuously monitor accounts
- Supports “special budgets” for matters in Clio that are not in Serengeti (Legal Tracker)
- Status interface for high-level reporting and monitoring
- Easy-to-read charts for instantaneous visibility
- Keeps your team on budget
- No more surprises with exceeded budgets
- Automatically adjusts accruals whenever a time or expense entry is made
- Automatically adjusts past spending whenever legal time bills are submitted
- Pairs and links client and matter data for maximum accuracy
- Sends configurable status alerts by text or email
- Sends alerts by text or email when you’re nearing or exceeding your budget
- Supports multiple users and administrators