PointOne Review

Pre-bill review, finally made intelligent

AI marks up your pre-bills, flags problems and suggests fixes. Reviewers comment and tag colleagues in one place, with routing and permissions set the way your firm works.

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Talk to our team

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Intelligent billing copilot

Let AI mark up pre-bills for you, flagging problems and suggesting fixes.

Built for easy collaboration

Comment and tag colleagues to cut down on manual back and forth.

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Stripe, Inc

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01954

Project Lightspeed

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00198

Attention to closing process.

3.8 hrs

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Lisa Collins

Just now

@Kyle Matthews Please add more details on

work performed.

Customizable routing and workflows

Flexible enough for firms of all sizes. Easily set reviewers, routing and permissions.

Step 1

A confident man in a sharp blue suit and peach tie, representing PointOne's expertise in digital product solutions.

Michael Stevens

Legal Assistant

Step 2

A confident Black woman with short curly hair, wearing a dark suit and white shirt, looking directly at the viewer.

Lisa Collins

Responsible Partner

Step 3

A confident professional woman with curly brown hair and a dark blazer, ready to discuss our digital product solutions.

Sydney Edwards

Billing Admin

Built into the tools you use

Built into the tools you use

Captures tasks everywhere you work

PointOne gets nuanced context from all the apps you work in: documents, emails, calls, web and more.

Syncs with popular billing software

PointOne layers on top of most existing billing and practice management solutions.

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Aderant

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Clio

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Filevine

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QuickBooks

The Actionstep logo features a stylized white letter "A" with a modern, angular design, set against a deep professional.

Actionstep

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Elite 3E

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Surepoint

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MyCase

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LeanLaw

And more...

Uncompromising security, privacy, and compliance

Uncompromising security, privacy, and compliance

Learn about security

SOC 2 Type 2

SOC 2 Type 2 certified our security controls are independently audited to ensure your firm's data is handled with the highest standards of confidentiality and integrity.

AICPA

ISO 27001

PointOne is fully certified with ISO 27001, the internationally recognized standard for information security management, so your data stays protected at every layer.

ISO 27001

GDPR

PointOne is built with data privacy by design, fully compliant with GDPR to ensure your firm and your clients' information is handled with transparency and care.

GDPR

HIPAA

For firms operating in healthcare-adjacent practices, PointOne meets HIPAA requirements, so sensitive patient and client data stays secure and compliant.

hipaa certification

SOC 2 Type 2

SOC 2 Type 2 certified our security controls are independently audited to ensure your firm's data is handled with the highest standards of confidentiality and integrity.

AICPA

ISO 27001

PointOne is fully certified with ISO 27001, the internationally recognized standard for information security management, so your data stays protected at every layer.

ISO 27001

GDPR

PointOne is built with data privacy by design, fully compliant with GDPR to ensure your firm and your clients' information is handled with transparency and care.

GDPR

HIPAA

For firms operating in healthcare-adjacent practices, PointOne meets HIPAA requirements, so sensitive patient and client data stays secure and compliant.

hipaa certification

SOC 2 Type 2

SOC 2 Type 2 certified our security controls are independently audited to ensure your firm's data is handled with the highest standards of confidentiality and integrity.

AICPA

ISO 27001

PointOne is fully certified with ISO 27001, the internationally recognized standard for information security management, so your data stays protected at every layer.

ISO 27001

GDPR

PointOne is built with data privacy by design, fully compliant with GDPR to ensure your firm and your clients' information is handled with transparency and care.

GDPR

HIPAA

For firms operating in healthcare-adjacent practices, PointOne meets HIPAA requirements, so sensitive patient and client data stays secure and compliant.

hipaa certification

Your firm’s most valuable asset is its data. It’s time to put it to work.

Talk to our teamBook a Demo

Your firm’s most valuable asset is its data. It’s time to put it to work.

Talk to our teamBook a Demo

Your firm’s most valuable asset is its data. It’s time to put it to work.

Talk to our teamBook a Demo