Phase 1: Connect Your Operational Systems
Pull live from practice-management, time-capture, CRM, billing — the systems your finance team currently exports from on a Monday morning.
Deliverables
- Read-only data pipeline from each operational system in scope
- Reconciled, deduplicated, partner-attributed dataset
- Documented data dictionary your finance team can audit
Actions
- Establish secure read-only connectors to each source system
- Reconcile matter codes, partner attribution, sector tags across systems
- Build a refresh schedule that matches partners' rhythm (daily / weekly / monthly)
Outcome
- A single source of truth that finance can stop hand-rebuilding every Monday
- Data your management team will actually trust
Phase 4
Phase 2