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Automate the manual work in Firm360

FullSpec maps how Firm360 fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Firm360 by the numbers

Insights from real process mapping sessions that involve Firm360.

No processes mapped yet using Firm360. Map a process that uses Firm360 to see automation data here.

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Top 5 Firm360 friction points when done manually

1

Reconciling Firm360 to bank statements

You spend hours each month matching transactions in Firm360 against bank feeds because the reconciliation process requires manual line-by-line verification.

78% report this
2

Firm360 client billing delays

You manually track billable hours and expenses outside Firm360, then re-enter them to generate invoices, causing billing to lag behind actual work.

71% report this
3

Duplicate entries across Firm360

You catch duplicate transactions and entries in Firm360 only after they have been recorded, forcing you to manually delete and re-reconcile.

62% report this
4

Firm360 trust account compliance

You manually verify that trust account balances in Firm360 match client ledgers each month because the system does not auto-flag discrepancies.

54% report this
5

Exporting Firm360 reports for tax prep

You export data from Firm360 into spreadsheets and reformat it multiple times before your accountant can use it for tax filings.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Firm360

Browse popular Firm360 automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.

Tools commonly connected to Firm360

Most automations involve more than one tool. These are the ones that show up most often alongside Firm360.

Firm360 Automation questions

Ready to automate your work in Firm360?

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