Streamline preparation of accurate, transparent proforma invoices
Generate accurate prebills, accelerate billing, improve realization, and strengthen client relationships.
Intapp Billstream automatically creates prebills for collaborative review, solving the manual challenges across the engagement lifecycle to ensure clients receive the bills they expect
Build intelligent workflows
Increase front- and back-office collaboration by sending status and overdue notifications, while maintaining audit trails.
Enhance visibility into financial, billing and payment terms as agreed to in the OCGs and client contracts.
Improve realization, minimize leakage, and improve efficiency using streamlined prebill processes to produce timely, accurate proforma invoices.
Bolster client satisfaction
Reduce disputes and boost compliance with client contracts throughout the planning, time recording, and prebill cycles.
Span the prebilling lifecycle from timekeeping to proforma invoice creation with powerful editing, recall, and reassign capabilities, plus search and summary.
Flexible, configurable workflows
Set up firm approval rules, owners, roles, and stages to streamline write-downs and discounts, automate updates, and save time and resources.
Robust metrics and analytics
Identify bottlenecks with workload and performance metrics, and generate insights for continuous improvement to your billing process via detailed audit trails.
Integrated compliance capabilities
Produce accurate, transparent, client-approved bills by adhering to client requirements through integration with Intapp Terms and your firm’s FMS.
See Intapp Billstream in action
Discover how you can streamline your firm’s prebill processes to help you get paid on time:
- Improve realization
- Accelerate collection
- Bolster client satisfaction
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Products and packages
Intapp Time captures activities and tracks work in real time against engagement budgets to prevent overruns and capture the true value of your engagements.
Save time and mitigate risk with a structured, AI-powered approach to terms management. Store, index, and analyze client guidelines while assuring enforcement of your firm’s obligations.