Rate intelligence for law firms

Stop losing revenue between the agreement and the invoice.

Satori captures every client fee agreement as structured data, tracks every rate adjustment and expiration, and checks the rates in your billing system against what your firm actually agreed.

Purpose-built for law firm pricing, billing, and finance teams.

Satori dashboard showing expiring agreements, active agreements, agreements by scope, data anomalies by type, agreements by fee type, and the review queue
The Satori dashboard: what needs attention today, at a glance.
The problem

Where the revenue goes

Pricing terms pass through partners, assistants, pricing, billing, and finance systems before a single invoice goes out. Every handoff is a chance for a discount, a rate adjustment, or an expiration date to fall through the cracks, and most firms only find out after they have underbilled, or not at all.

  • Unclear or missing pricing agreement details
  • Incorrect rate sets attached to matters
  • Incorrect billing setups and double-discounts
  • Missed expiration and adjustment deadlines that cause under-billing
  • Forgotten override and special rates
  • No audit trail when terms change
0.5% – 2.5%

of annual revenue lost by large law firms to insufficient diligence translating pricing terms into accurate billing configurations.

51.2%

of AmLaw firms estimate losing at least 0.5% of revenue every year to these breakdowns.

What Satori does

One source of truth for client pricing, from agreement to invoice

Satori gives pricing and billing teams a single, structured record of every fee arrangement and one-click visibility into the billing data that should match it.

Every agreement, searchable and structured

Each agreement becomes a structured record with scope, fee arrangement, attorneys, dates, and the source documents attached. Dense, filterable lists let your team answer "what did we agree with this client?" in seconds.

  • Client, matter, and multi-matter scope so terms land where they apply
  • Per-column filters, column chooser, bulk actions, and export
  • Drafts and archived agreements kept on their own tabs
  • Templates, clone-from-existing, and document ingestion for fast, consistent setup
Satori agreement list with scope badges, matters, fee type, billing attorney, and start and expiration dates
Agreements list with scope badges and per-column filters.

One structured record for every fee arrangement

Fee terms stop living in PDFs and email threads. Key contacts, key dates with reminder timing, fee details, billing details, and attachments sit on one record that your whole team can read the same way.

  • Fee arrangement type, base rate year, and discount structure captured as fields, not prose
  • Hourly, fixed fee, capped, collar, contingency, hybrid, and volume discount arrangements
  • Reminder timing set per agreement; every change kept in the history
  • Engagement letters and outside counsel guidelines attached to the record
Satori agreement detail showing key contacts, key dates, fee details with base rate year and discount, and billing details
Agreement detail: key dates, fee details, and billing details on one record.

Catch data issues before they reach an invoice

Satori runs detectors across your agreements, matters, and billing-system rate data, then lists every anomaly with its severity, the client and matter it affects. Problems are surfaced before the bill goes out, enabling the firm to make corrections and optimize revenue.

  • Mixed rate levels, mixed base rates, orphaned overrides, fixed fee with rates, and more
  • Error, warning, and info severities with live counts on the dashboard
  • Filter, export, and resolve issues from one list
  • A scheduled data issues email report for administrators
Satori data issues list with error, warning, and info counts and rows showing client, matter, issue type, severity, and first-detected date
Data issues list: every anomaly with severity, client, matter, and status.

Never miss an adjustment or expiration

Missed dates are the quietest source of leakage. Satori sends reminders on the schedule you set, so you can prove who was told what, and when.

  • Expiring-agreement and rate adjustment reminders, with per-agreement timing
  • Expiring agreements summary report across the entire client base
  • Firm-branded email templates you can customize without a developer
Satori notification log listing sent expiring-agreement reminders and data issues reports with status, recipient, attempts, and subject
Notification log: every reminder sent, with status and recipient.

An assistant that knows your firm's process

Satori Help answers questions from your own help guides and lists its sources, so new team members ramp up without waiting on a colleague and experienced users find the exact step they need.

  • Grounded in the official help guides, not a generic model
  • Sources listed under every answer
  • Available from the header on every screen
  • Coming soon AI-powered insight and interrogation of agreements and pricing setups
Satori Help panel answering a question about the Data Anomalies dashboard widget, with sources listed
Satori Help, powered by your help guides.
Coming soon Rate renewal

Run the annual rate renewal as one managed cycle

Integrated with all the agreement data in the core Satori platform, Satori Rate Renewal takes the yearly rate renewal process out of spreadsheets and email threads. Pricing sets the cycle, analysts seamlessly submit proposals to partners for approval, and every client's new rates are conveniently finalized, all accompanied by a complete approval history

One dashboard to manage the whole process

See every review in the cycle by status and fee value, watch weekly progress against the target pace, and collaborate with partners to finalize proposals, all captured in one organized platform.

  • Cycle KPIs: Counts and fee value at every stage, from “Not Started” to “Completed”
  • Weekly completions against plan, and renewals by expiration month
  • Management views for work allocation, escalations, and reports
Rate Renewal dashboard showing cycle KPIs, review counts by status, weekly review progress against target pace, and rate renewals per month
Rate Renewal dashboard: cycle progress, reviews by status, and target versus actual increase. Prototype with illustrative data.
Cycles

Set the cycle once

Create the annual renewal cycle with its effective date, target completion date, and rate increase targets by title, from senior partner to paralegal. The effective firm-wide increase updates as you tune them.

  • Effective and target completion dates
  • Increase timekeeper, title, office and more
  • Prior cycles kept for comparison
Workflow

Assign, propose, and track

Reviews are assigned to pricing analysts by team capacity, then worked as rate rosters: standard, last agreed, proposed rate for every timekeeper, and the estimated impact calculated as you go.

  • Auto-allocation by team capacity
  • Rate roster and what-if scenarios
  • Status on every review, from not started to implementation
Approvals

Partner review to client sign-off

Analysts bundle reviews for a billing partner, who approves or returns them with comments in a shared thread, with an approval history on every review.

  • Partner reviews proposal bundles in the Satori platform
  • Comments, requests and approvals provided via collaboration/chat interface
  • Escalations applied when deadlines approach
How it works

From signed agreement to aligned billing in three steps

1

Load your agreements

Upload engagement letters, rate cards, and outside counsel guidelines. Ingestion extracts the fee terms and key dates into a draft, or your team enters them directly using templates.

2

Review and publish

Your pricing team validates each draft, sets scope and rate adjustments, attaches the source documents, and publishes the agreement as the single source of truth.

3

Monitor and align

Satori sends reminders before every deadline, flags data issues, and shows how billing-system rates compare with the agreement, so problems are fixed before the invoice goes out.

Outcomes

What changes when pricing and billing agree

Recover leaked revenue

Catch under-billing at the setup stage instead of discovering it at write-off.

Hours back for your teams

One place to look instead of six systems, a shared drive, and an inbox.

Cleaner matter intake

Validate every new matter against the correct fee terms before the first time entry.

An audit trail by default

Every agreement change, adjustment, and renewal is logged with who did it and when.

Request a demo

See Satori on your firm's fee arrangements

In 30 minutes we will walk through the platform using examples that match your mix of hourly, fixed fee, and alternative arrangements.

  • A live walkthrough of the dashboard, agreement setup, and analytics capabilities
  • How ingestion and templates cut agreement setup time
  • What implementation and billing-system integration look like
  • No obligation

Prefer to read first? Download the two-page brochure to share with your pricing committee or CFO.

Request a demo

Tell us a little about your firm and we will be in touch to schedule.

We will only use your details to arrange the demo. See our privacy policy.

Take Satori with you

A two-page overview of the platform, the problem it solves, and how implementation works. Share it with your pricing committee, CFO, or IT team.

Download the brochure (PDF)