Lever.is × Junto Law

Swati closes a month in one sitting instead of hours of spreadsheet work. The splits, the true-ups, the expense recoveries: computed, itemized, and auditable. She reviews, approves, pays through Melio the way she does today, and marks each payout paid in the tool. For the first closes, she can download a verification report showing every component behind every number. Trust, but verify. The parallel close is how we prove that number before anything switches over.

Every partner logs in and sees their own numbers: what they’ve collected, what they’re projected to be paid and exactly how it was calculated, and which of their invoices are sitting past due, with an email alert when one crosses 30 or 60 days, and a weekly summary. The people with the most incentive to chase an invoice finally know it’s out there.

You see the whole firm: collections over time, who’s producing, who’s originating, where money is stuck. Junto gets its own line, the firm’s 40% plus expense recoveries tracked like a partner, so you see Junto’s net each month separate from your own collections as an attorney. Each partner’s fronted expenses sit next to their aging invoices, and trust money is shown and labeled but never counted as collected until it’s applied to an invoice. That’s the visibility PracticePanther has the data for but can’t deliver. And one more, just for you: ask Claude questions about the firm’s numbers, same login, same numbers as the dashboard.

Flat and predictable. The monthly fee covers the guaranteed block. No overage invoices, no change orders.

Billed after the work. Invoiced at the end of each month, net 15. You never pay ahead of delivered work.

Need more in a month? Additional work is the same $200/hour, not guaranteed, scheduled as availability allows.

Outcomes, not hours. Work is organized in biweekly sprints. You’ll see shipped work every week, whether that’s extending the dashboard or starting something entirely new. Priorities are yours to reset each sprint. When a better idea shows up mid-build (“now that I see it, can it also…?”), the answer is “sure, next sprint,” not a change order.

A CTO in your corner. Beyond the build: vendor decisions, API strategy, “should we build or buy,” what’s technically possible, answered by someone accountable for the answer.

Three months, then month-to-month. The initial term is enough to ship the dashboard and prove it against parallel closes. After that, pause or stop with 15 days’ notice.

Junto owns everything. The code, the data, the accounts. If we ever part ways, everything keeps running and any competent developer can pick it up.

Junto’s data stays protected. Client and billing data encrypted in transit and at rest, living only in Junto-owned accounts, used for nothing outside this engagement.

Infrastructure billed directly to Junto (hosting + database, roughly $50–150/month), in Junto-owned accounts, no markup.

Firm analytics. Tag the data (client / investor / fund, work type) and actually answer: where does revenue come from, which clients and work types pay best, what should Junto sell more of.

A profitability dashboard. Pull QuickBooks and the Capital One card statements into the same ledger as collections, catch the expenses that never made it into PracticePanther (the Delaware Secretary of State fees), and see true per-partner and per-client profitability.

Collections automation. The v1 exports already carry the client name, email, invoice number, and days past due; Claude can draft the reminder emails from them today. A later sprint makes the sending automatic, so chasing aging invoices is nobody’s job.

Intake and document automation. Engagement letters, new-matter setup, recurring document generation, templated instead of hand-built each time.

AI on the practice itself. First-pass trademark research memos, contract review summaries, drafting support: prepared by AI, finished and signed off by the attorney who bills for it.

Owning the stack. When it makes sense, progressively replace PracticePanther (time entry, invoicing) and retire the ~$700/month PracticePanther spend. Fair warning from our call: that’s a real project, not a feature. But the dashboard’s database is being designed as Junto’s own system of record from day one (PracticePanther feeds it; it doesn’t mirror it), so that path builds on this work instead of starting over. And it’s a recruiting weapon: “our systems were built around how we pay you” is something no other small firm can say to the next partner they’re courting.

PracticePanther API access Done · July 6

The open policy questions Answered · July 10
In writing and on the call. Nothing blocks the build.

One potential process change: we may need to add a custom “Originating Attorney” field on each client in PracticePanther. Matters would inherit it, and we’ll pre-fill the history for Swati’s review. This may work better than the field being used currently.

Swati to validate: one walkthrough of her close process; her numbers are the benchmark the parallel close has to match.

Swati marks payouts paid in the tool as the last step of each close, after the money moves through Melio. The human-in-the-loop step you asked for.

During onboarding week (non-blocking): decide who receives the overdue digests, how often, and who owns collections follow-up.

The agreement is on its way for signature, sent separately.

Kickoff. Goal is data syncing from PracticePanther within the first week.

The August close runs in parallel; payouts cut over when the tool matches Swati’s numbers.