HELIOS / Industry focus
Turn completed work
into a clearer cash picture.
Financial reporting and administrative handoffs for owner-led law firms.
How HELIOS helps
HELIOS supports boutique law firms with operating bookkeeping, cash reporting and defined billing or administrative workflows. The firm retains legal judgment, billing approval, trust-account responsibilities and professional obligations.
Time worked, time billed and cash received are different.
A busy team does not guarantee predictable receipts. Recorded work may wait for review before an invoice goes out. Issued invoices may wait for a next action. We help make the operating workflow visible so the firm can distinguish a reporting issue from a billing handoff or collection question.
Understand where revenue is waiting.
Lockup describes revenue held in unbilled work or unpaid invoices, expressed in days. Looking at those stages separately can make the next action clearer. HELIOS can organize management reports and follow-up queues; the firm decides what should be billed, adjusted, collected or escalated.
Define the office work that can move.
Administrative support can include document routing, billing preparation, task tracking and recurring reporting under the firm’s procedures. Automation can assist with reminders or internal routing where permitted. Client communications and sensitive matters require the firm’s approved access and review rules.
- Operating-account bookkeeping and monthly close
- Receivables and cash reporting
- Billing preparation and approval handoffs
- Administrative document routing
- Recurring owner or partner reporting
Operating books and trust accounting are separate scopes.
We do not assume trust-account administration is included. Any related support would require a separate assessment, attorney oversight and applicable safeguards. HELIOS does not provide legal advice, client representation or decisions requiring a licensed professional.
You’re not alone
Time worked, time billed and cash received tell different stories.
Available working time recorded as billable work.
Recorded billable work that reaches an invoice.
Invoiced amounts that are collected.
Law-firm averages reported by Clio for 2025, not boutique-firm-specific results. Each rate uses a different denominator. Nonbillable time is not automatically wasted or available to recover.
Watch the lockup: the revenue held in unbilled work and unpaid invoices, expressed in days. A billing handoff can matter as much as a busy calendar.
Questions worth answering
The details matter.
Does bookkeeping support include trust accounting?
Not by default. Trust accounting requires a separately agreed scope, attorney oversight and appropriate safeguards.
Can you help an existing office manager?
Yes. We can document recurring responsibilities and support reporting or administrative queues while your staff remain involved.
What should we review first?
Start with how current the operating books are, when work becomes an approved invoice and where unpaid balances lack a next action.
Scope, deliverables and responsibilities are agreed before work begins. HELIOS is not a CPA firm and does not provide tax, audit, assurance, legal or clinical services.