Streamline preparation of accurate proforma invoices
Generate accurate prebills, accelerate billing, improve realization, and strengthen client relationships.
Intapp Billstream offers a modern, cloud-based automated proforma invoice solution designed to help professional services firms integrate, automate, and accelerate prebill processes. As part of a legal billing automation solution, Intapp Billstream intelligently addresses gaps in firms’ existing billing software and processes, solving billing challenges across the engagement lifecycle to ensure clients receive the bills they expect.
Build intelligent workflows
Increase front- and back-office collaboration while maintaining audit trails and leveraging budget and client insights.
Minimize leakage and bolster billing pipeline visibility with real-time access to proforma and invoice progress.
Improve efficiency and accuracy using streamlined prebill processes to produce timely, accurate proforma invoices.
Bolster client satisfaction
Reduce disputes and boost compliance throughout the planning, time recording, and prebill cycles.
Dynamic workflows span the prebilling lifecycle from timekeeping to proforma invoice creation, with powerful edit capabilities, search, summary, quick actions, and advanced capabilities for joint or group bills
Flexible, customized workflows
Approval rules streamline write-downs and discounts, while firm-configurable owners, roles, and stages — as well as automated and validated updates to back-end systems — save time and resources
Robust metrics and analytics
Workloads and performance metrics identify bottlenecks and increase efficiency, accelerating invoicing rates to boost both billing and collection cycle velocities
Streamlined user experience
Modern automated legal billing software offers a mobile-friendly interface for better collaboration, improves professionals’ experience by helping them create a proforma invoice with ease, and maintains audit trails for visibility and controls
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
Products and packages
Prevent overruns and capture the true value of your engagements by tracking work and capturing activities in real time against engagement budgets.
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.