Overdue AR, matter-budget tracking, and unbilled time — asked in plain English.
Your practice-management system already records every matter, hour, and invoice. Knodox reads it read-only and turns it into permission-aware answers — scoped to each practice group and office, with client identity confidential for roles without clearance, and every figure traced to a real row.
For managing partners, practice leads, billing, and finance.
Matters, hours, and invoices live in a practice-management system nobody wants to query by hand. The questions that protect the firm's revenue and its clients go unasked.
Which invoices are overdue, and by how much? Aging reports are a monthly ritual — not an answer you can get the moment a partner asks.
By the time a matter's billed hours blow past its budget, the write-down conversation is already lost. You need to see the burn while there's still room to act.
Client identity and privileged detail can't leak across practice groups or offices. UI-level access control isn't enough for a firm.
Example answers on a representative multi-office firm dataset. Every figure is derived from the underlying matter, timesheet, and invoice rows and checked back against the source before it's shown.
"Which invoices are overdue, and by how much?"
One invoice is past due in this office: $16,000 on the Fontaine wrongful-termination matter, 20+ days overdue — with the matter, client, and issue date attached, so it's ready to chase, not just count.
Traced to the invoices table"Show me our matters and time."
Same question. Different roles. Different views — enforced at the data layer:
"Which matters are tracking over budget?"
The Fontaine matter is at 80% of its $60,000 budget with discovery still ongoing — the one to watch. Knodox ranks each active matter by billed-vs-budget so partners see the burn while there's still room to act.
Derived from matters & timesheetsThe same three guarantees that run across all of Knodox — applied to legal data.
Roles map from your identity provider; matters are scoped by practice group and every query by office. Client identity and privileged detail are masked before the model reads a row for roles without clearance.
Billed hours, budgets, and AR are checked back against the source. If a figure can't be traced to a real row, it's flagged — not shown. No invented balances.
Pin any answer — overdue AR, matter burn, unbilled WIP — into a living dashboard that refreshes against your data, scoped to each viewer's role.
Point your teams at Knodox's Ask interface, or keep your own systems and call Knodox's permission-aware retrieval API. Either way, the same practice-group and office rules apply per user.
Attorneys and staff log in and ask directly. Connect a read-only source, map roles, and go.
Keep your own intranet or PMS and call the retrieval API with the end-user's identity on every request. Knodox mints a scoped token and returns only what they're allowed to see.
Client names and privileged detail are masked before the model reads them — unless the caller's role is explicitly cleared.
Thirty minutes. We connect a read-only copy of one of your sources, set up two roles, and let you ask your first real question. No demo data, no slideware.