Untitled SLC, a law firm specializing in international wealth planning, worked with Crata AI to centralize and automate how it handles its financial information and turn it into dashboards. The system cut the time spent producing the monthly report by 70% to 80% and achieved over 98% consistency across financial sources.
Every financial report started by gathering the data by hand
Untitled SLC is a law firm specializing in international wealth planning, protecting the assets of Latin American families through structures that span several jurisdictions. It sets out to make the complex simple, and that promise rests on back-office operations as demanding as the advice it delivers.
An operation like that generates financial information across several systems at once, each built for a different function. Bringing it into a single view meant consolidating it by hand every month. The data was there, but it reached decision-makers only after a process that took hours and required cross-checking every source against the others.
That work scales with difficulty. The more structures and jurisdictions involved, the more time goes into assembling the financial picture and the less is left to read it and act on it.
A system that centralizes financial data and turns it into decisions
With Crata AI, Untitled SLC implemented a data, automation and business intelligence system that centralizes the firm's financial information, automates how it's processed and turns it into dashboards to support decision-making.
The system consolidates data that used to sit in separate systems into a single database, runs the calculations and indicators automatically, and presents them in up-to-date dashboards. That way the team stops spending hours consolidating data and starts working from a reliable, always current financial picture.
The system covers the full financial reporting cycle:
- Integrates data from Clio and the rest of the firm's sources.
- Centralizes it into a single financial database.
- Automates the financial calculations and indicators.
- Presents them in dashboards updated daily.
- Generates the reports that support decision-making.
