“Can you handle our incorporation filing this month?”
Draft a proposal Reply
Who it's for · Legal and accounting practice
Your matters and your books,
together.
Law firms, bookkeepers, accountants, and notaries. CloudOverture tracks each matter, bills when the work is done, and keeps your records clean.
We are getting ready to launch. Waitlist members get in first.
Part of setup. You pick, the app follows. This is how it will work.
An example day
Your day, already planned
A new client asks you to take on a matter. You want to reply fast and put the terms in writing.
A finished matter is ready to bill. An older invoice is past due. CloudOverture keeps one short list, each item with its next step.
You stay in control. Nothing goes out until you approve it.
An example day. This is the plan. We're building it now.
What you'll use most
Made for practices
The whole platform is included. These parts do the most for a practice.
- Every matter and its billing on one client record
- A guided month-end close, then lock the reviewed month
- Files on the record: engagement letters and forms
- See who owes you, and for how long
- Enter what the firm owes, with a forecast from those bills
- Suggest clients and bills from old email; you approve each one
- AI files each email to the right client
Other business types
Not your kind of business?
Get early access
We are getting ready to launch CloudOverture. Join the waitlist and we will tell you first.