For law firms on Aderant Expert
Find the cash your firm is leaving in WIP, AR and write-downs.
TrueUp Legal reads your Aderant data and shows every partner what was worked, billed, collected, and what is slipping, by attorney, client and matter. You get a list of the invoices to chase in week one, and the full reporting live in about 30 days.
Read-only access. One 60-minute session with your finance lead. No new platform to learn.
The problem isn't a lack of data. It's that nobody sees it in time.
Unbilled time ages quietly
WIP past 60 days gets harder to bill and easier to write down. Most partners only see it when the pre-bill lands.
AR follow-up starts too late
An aging report is a list. Billing attorneys need their own short list, largest and oldest first, every week.
Write-downs don't get a second look
Who wrote what down, on which client, and is it a pattern? That usually lives in someone's spreadsheet, rebuilt by hand each month.
What you get
AR hit list
The aged, highest-dollar invoices by billing attorney, with last payment date, ready for a Monday follow-up. Delivered in week one.
WIP and write-down leakage
Unbilled time by age, and write-downs by attorney, client and matter, so the leaks show up while they can still be fixed.
A working view and a billing view
Each attorney sees hours worked versus billed and fees billed versus collected on one tab, and the balances they are responsible for on another. Month to date, year to date and last year.
Firm view for the managing partner and CFO
Realization, collections and aging across the firm, with drill-through to the client and matter, using names, not codes.
Live before most vendors send a quote
Custom reporting projects usually start with weeks of scoping and a quote. Our price is on this page, and you're live in about 30 days, with your firm's own rules for rates, write-offs and client groups built in.
New reports as you need them
The monthly fee covers support, refresh monitoring and new pages your partners ask for. It doesn't stop at go-live.
How it works
- 1
Free Leakage Snapshot
A few read-only queries against your Aderant Expert database produce a one-page finding: aged WIP, AR over 90 days, and write-down trend. No commitment. See a sample.
- 2
One mapping session
Sixty minutes with your finance lead to map your timekeeper classes, offices and client groups.
- 3
Week one: your AR hit list
The first recovered dollars usually come from the list, before the reports are finished.
- 4
Live in about 30 days
Your finance team checks the numbers against Aderant, partners get access, and we keep it running every month after.
Two ways to run it
In your Microsoft tenant
Installed in your firm's own Power BI. Your data never leaves your Microsoft account. Viewers need a Power BI Pro licence, which many firms already own through Microsoft 365 E5.
Hosted by TrueUp
Partners sign in with their Microsoft work account. No Power BI licences to buy, which usually works out cheaper for firms with more than about 35 users.
Published pricing
No quote process. Year one costs less than the typical custom build for a mid-size firm.
Up to about 50 timekeepers
$20,000 setup
+ $2,000 / month
- Leakage Snapshot and AR hit list
- Working, billing and firm views
- Live in about 30 days
- Support, refresh monitoring and new reports
Over 50 timekeepers
$25,000 setup
+ $3,000 / month
- Everything in the first tier
- Sized for more offices, practice groups and billing attorneys
The hosted edition is priced separately; ask us. We onboard a small number of firms each quarter so every one goes live on time.
Questions firms ask
What access do you need?
Read-only access to your Aderant Expert reporting database, set up by your IT team or Aderant administrator. We never write to Aderant.
Where does our data live?
In the in-tenant edition, in your firm's own Microsoft account and nowhere else. In the hosted edition, in a separate, access-controlled environment for your firm alone, under a written data agreement.
We have custom codes and our own way of counting things.
Every firm does. Firm rules go into mapping tables during setup, and the numbers are checked against Aderant before go-live.
Do you support Aderant Sierra or other billing systems?
Not yet. TrueUp Legal launches for Aderant Expert. Tell us what you run and we'll let you know when it's supported.
Is this a replacement for Aderant's own reporting?
No. It sits beside it, read-only, and answers the partner and committee questions that standard reports and spreadsheets don't.
When can we start?
TrueUp Legal opens to new firms in January 2027. Snapshots are available now, and we'll hold an onboarding slot for firms that want one.
Get a free Leakage Snapshot
Tell us a little about your firm. We'll reply within one business day from hello@trueuplegal.com. See what a Snapshot looks like.