STRATEGIC FINANCIAL OPERATIONS SUPPORT FOR LAW FIRMS
Turn legal work into billed, collected, and measurable revenue
Strengthen billing, collections, trust accounting, records, and financial reporting with hands-on support built for the legal industry.
Where is your revenue getting stuck?
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Unbilled work
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Delayed invoices
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Aging receivables
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Unclear financial reports
Financial Operations built around your practice
Billing & e-Billing
Accurate invoices, timely submissions and rejected-bill follow-up.
A/R & Collections
Clear aging reports and consistent follow-up priorities.
WIP & Revenue
Visibility into unbilled work and billing bottlenecks.
Trust Accounting
Reconciliation, record review and cleanup support.
Reporting & KPIs
Useful insight into cash flow and firm performance.
Process Improvement
Documented workflows that your team can repeat.
REVENUE RECOVERY ASSESSMENT
Find the revenue your firm may be leaving behind
A focused, one-time review of your revenue cycle. Understand where billing and collection processes need attention, then receive a prioritized action plan.
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Unbilled time and aging WIP
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Billing delays and e-Bill issues
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Past-due accounts receivable
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Write-offs and realization
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Revenue Recovery Action Plan
No long-term commitment required.
TRUST ACCOUNTING SUPPORT
Accurate, organized, and reconcilable trust records
Ellis Practice Advisory helps firms review trust records, research discrepancies and establish consistent reconciliation procedures. Historical cleanup is available when records have fallen behind.
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Bank and book reconciliation
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Client and matter ledger review
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Unidentified transaction research
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Negative and stale balance review
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Supporting records and procedures
Attorneys will retain responsibility for applicable legal, ethical, and professional requirements.
LEGAL-INDUSTRY EXPERIENCE
Financial operations support without another full-time hire
Kendra Ellis, MBA, brings extensive experience in legal financial operations, including billing, e-Billing, accounting, and trust-account management.
Focused Projects
Assessments, trust-record cleanup, reporting, and workflow development.
Recurring support
Billing, receivables, WIP, reconciliations, and regular reporting.
Fractional Operations
Ongoing financial oversight and coordination with firm leadership and your CPA.