Your memory shouldn’t be infrastructure.
A surprising amount of a firm runs on people remembering to check.
Month-end eats partner time.
Draft bills, unfinished narratives, time on the wrong matter, and bills that don’t match what the client was quoted. Each one turns into a write-off or an awkward call.
The same details get keyed in again and again.
At intake, in the engagement letter, in the matter, then on the bill.
Chasing is the hidden job.
Who owes a narrative, who approved the fix, whether it landed, whether the invoice got paid.
Give every lane
an owner.
Annex works as a team of agents. Each one owns a lane end to end, and all of them work to your firm’s rules.
Intake and new matters- HandledClient and matter details captured once
- HandledEngagement letter prepared from the terms
- Needs youConfirm details and clear conflicts
When you answer,
your part is done.
Annex brings you a decision, not a problem: what’s at stake, the evidence, and a recommendation. Then it takes the work back.
This matter is $1,200 over its agreed cap.
The additional time came from the deposition on September 18.
- Agreed cap
- $18,420.00
- Draft total
- $19,620.00
- Source
- Engagement letter, section 3
RecommendedHonor the cap and write down the excess.
AnnexWaiting on one decision
- NextDecision received from the responsible attorney.
- NextWrite-down of $1,200.00 applied to the draft bill.
- NextBill re-read in a fresh session. Total $18,420.00 matches the cap.
Everything else on this bill is handled.
That stretch is where Annex lives.
Your queue shows only what needs you.
Everything else stays handled, and out of your way.
What we expect it to change
- Bills right the first time
- Less partner time on pre-bills
- Invoices out sooner
Turns out “sent” and “done” are different things.
Done means proven.
Annex doesn’t count an attempt as an outcome. It checks that every change landed before it closes anything.
Nothing goes out without you.
Annex acts where your firm allows it and asks where it doesn’t. Nothing reaches a client without a person.
No new system to run.
Annex works with the tools your firm already uses. No migration project.
Your queueFriday, 4:40 PMNothing waiting on you.
Enjoy the novelty.