What is Apperio?

🤝

A technology and strategic partner

Sits at the intersection of your billing data and your client's financial oversight.

🌐

Connected to 79% of Global 100 firms

A well-established, proven path already used by the world's leading law firms.

📊

Centralises spend to drive efficiencies

One platform surfaces all billing data — billed and unbilled.

⏱️

Real-time visibility of billed and unbilled spend

Clients see timekeeping records as they accumulate. Fewer surprises, faster approvals.

📋

Line-entry breakdowns alongside invoices

Detailed line items visible to authorised personnel on both sides.

Benefits for Clients & Firms

Firms connected early experience smoother invoice approval cycles.

$

Fewer Disputes

  • Shared visibility of WIP and billed time
  • Fewer surprises at invoice stage

Reduced Admin

  • Less manual reporting on WIP, matters and fees
  • Fewer retrospective queries
+

Stronger Partnership

  • Transparent spend discussions
  • Better matter management

Faster Approvals

  • Direct line-item visibility
  • Faster approvals, faster payment

A Simple, Automated Process

🔄 Repeats weekly, as a minimum
01

Practice Management System

02

Generate File

03

Upload File

04

Data Visible

Time entered as usual by fee earners, no workflow changes required. No direct access by Apperio or clients, firms control what data is shared.

A SQL query run on the database produces a .csv file with required time and matter data.

Time entry .csv uploaded to Apperio via the web portal or automated FTPS. Invoice PDFs uploaded as required.

Authorised law firm and client personnel can immediately view data in Apperio.

2–3 days
Instruction
1 week
Tech Work
1 week
File Uploads
1 week
Data Live

Client timeline for firms to work towards — approx. 23 days end-to-end

Who's Needed & What to Do

Partner
  • Responsible for meeting client deadline
  • Delegate fortnightly status updates for client
  • Sign-off authority
Technical Contact
  • Access to PMS to establish Apperio connection
  • Manage file uploads
  • Experience with SQL queries
Billing Contact
  • Liaise with client on data request details
  • Uploads invoices for eBilling clients

Queries or escalations? Contact Apperio directly:

support@apperio.com

Your Next Steps

Timelines

Acknowledge client deadlines over email. Ensure your Partner and all key contacts are aligned on the expected schedule before technical work begins.

Security

Review Apperio's Trust Center to understand data security standards, certifications, and compliance requirements before beginning technical work.

Technical Work

Liaise with your client on data request specifics. Begin building the data file — download the data file creation guide for step-by-step SQL guidance.

Need support at any point?

Contact Apperio to request platform access, or for technical queries and escalations.