← Financial services
Fee disclosure statements and client consent, tracked per client.
No missed renewals, and a record for every one.
InBilling data and client records.
OutStatements, a consent tracker and an audit trail.
How it works today
- Billing, CRM and documents sit in three systems.
- Renewal dates are tracked by hand and deadlines slip.
- Proving a client consented means searching for the paperwork.
What we build
- Step 1Pulls billing data for each client.
- Step 2Generates the fee disclosure statement.
- Step 3Tracks consent and renewal dates and sends reminders.
- Step 4Records every step against the client.
Where a person stays in charge
Your team approves statements before they go out.
Connects to
Your billing system, CRM and document store.
What we measure
- Statements issued on time
- Consents outstanding
- Staff hours spent on renewals