Intapp Billstream is a SaaS solution designed to simplify and accelerate the prebill and billing process for professional services firms, particularly in the legal sector. The platform provides a centralized, digital environment for reviewing, editing, and approving prebills, enabling collaboration between client-facing and finance teams. Intapp Billstream integrates client and firm compliance requirements directly into the workflow, ensuring that invoices align with agreed-upon terms and reducing the risk of write-offs and billing disputes. The system offers complete visibility into the status and history of each proforma, supports flexible and configurable workflows, and provides robust metrics and audit trails for oversight. By digitizing and automating the prebill process, Intapp Billstream helps firms increase billing accuracy, accelerate revenue recognition, and improve client satisfaction.

Key Features

Digital Prebill Review and Approval Centralizes and digitizes the prebill process for faster, more accurate billing.

• Enables in-line edits and approvals
• Reduces manual errors and administrative burden

Integrated Compliance Ensures invoices meet client and firm requirements.

• Built-in compliance checks for billing and finance rules
• Reduces risk of write-offs and disputes

Collaborative Workflows Facilitates teamwork between client-facing and finance staff.

• Real-time status tracking and notifications
• Reduces back-and-forth communication

Complete Visibility and Audit Trails Tracks every change and action for transparency and accountability.

• View unreleased time and proforma status
• Audit trails and dashboards for oversight

Flexible, Configurable Workflows Adapts to firm-specific processes and approval hierarchies.

• Review, recall, and reassign work as needed
• Supports mobile access for remote approvals

Benefits

Accelerated Revenue Recognition Speeds up the billing cycle and reduces delays.

• Faster prebill review and approval
• Quicker invoice delivery and payment

Reduced Billing Errors and Write-Offs Improves accuracy and compliance.

• Fewer disputes and corrections
• Lower risk of revenue loss

Enhanced Client Trust and Satisfaction Delivers transparent, accurate, and timely invoices.

• Aligns with client expectations and requirements
• Improves client relationships

Increased Operational Efficiency Streamlines billing operations and reduces administrative workload.

• Automates routine tasks
• Frees staff for higher-value work