Stay on Budget with Your Clients
EffortlessBudget gives you real-time budgeting insight:
- Alerts you when you are nearing budget
- Specific alerts for attorneys working on specific matters
- “Always on” technology continuously monitors your billing
- Integrates with Clio and Serengeti (Legal Tracker), with more integrations coming soon
No more surprises! Let computers help you stay on budget.
Coordinates Client and Law Firm Systems
EffortlessBudget syncs up with your clients’ invoicing system to keep all your timekeepers on budget.
EffortlessBudget updates itself when time and expense entries in your billing system 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", and additionally encrypted at the account level.
Our systems are regularly checked and certified by security experts. Contact us if you would like a copy of the latest report.
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 Billing System
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 firm before being released to the public.
Everything You Want
- No Installation required
- Automates client budget tracking and compliance
- Can be customized for specific budgeting needs
- Easily integrates with Clio and Serengeti (Legal Tracker)
- More integrations coming!
- Supports customized 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 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