Billable Pro

The Infrastructure Layer for Call-Based Billing Automation Across Professional Services

Making the invisible visible: Capturing lost billable time from phone communications across legal, consulting, and accounting

2.75M
U.S. professionals: 1.3M lawyers + 653K CPAs + 800K+ consultants
2.9 hrs
Average billable hours captured per day (only 31-37% of work time)
25-50%
Billable time lost when phone entries are delayed or forgotten
$50K-100K
Per professional annual revenue leakage from untracked calls
Market-validated problem across verticals: Phone-based client work is the #1 source of billing leakage. Our UCaaS-first strategy targets the 82% of organizations managing hybrid environments by 2027.

The Revenue Leakage Crisis Across Professional Services

Legal, consulting, and accounting professionals lose 25-50% of billable phone time due to manual tracking failure

1.3M
U.S. lawyers @ avg $341/hr = $886B addressable legal billing market
653K
Active U.S. CPAs @ avg $150-250/hr = $200-300B accounting market
800K+
Management consultants @ avg $200-400/hr = $320-640B consulting market

The Problem: Phone Calls Are Invisible to Time Tracking Tools

⚖️
Legal
Pain: Client consults, court calls, witness interviews happen on mobile/desk phones. Manual timers aren't started; reconstructive billing loses 25-50% of calls.
Impact: 49% of firms miss billable targets. At $341/hr, a partner losing 3 unbilled calls/day = $5K/week = $260K/year in leakage.
💼
Consulting
Pain: After-hours client calls, mobile strategy sessions, multi-party conference calls rarely get logged in real-time. Consultants bill at end-of-week from memory.
Impact: 15-minute "quick calls" add up. A senior consultant @ $300/hr losing 5 calls/week = $1,500/week = $78K/year per consultant.
📊
Accounting
Pain: Tax season = hundreds of client clarification calls. CPAs answer phones between tasks; forget to log 6-minute increments. Audit trails weak without call metadata.
Impact: Seasonal spikes magnify leakage. During Q1 tax rush, untracked calls can represent 20-30% of billable hours at $150-250/hr.

Why Current Solutions Fall Short (All Verticals)

  • Reconstructive Billing: Professionals delay time entry, relying on memory. Studies show 25-50% of billable time is lost when entries are postponed across all professional services.
  • Phone Calls Are Invisible: Manual timers, email trackers (Tempello, Billables.ai), and calendar-based tools don't capture phone communications—despite phones being primary client channel.
  • No Native Call Ingestion: Practice management tools (Clio, QuickBooks Time, Harvest) require manual entry. Phone logs exist in carrier bills and UCaaS platforms but aren't automated into billing workflows.
  • Dispute Evidence Gap: Without carrier/UCaaS metadata, billing disputes lack defensible audit trails required by sophisticated clients (especially in legal/accounting compliance contexts).

Sources: Clio 2024 Legal Trends Report; Thomson Reuters 2024 State of Canadian Law Firms; LeanLaw Revenue Leakage Guide 2025; ConsultClock ROI analysis; NASBA CPA practice management data

Billable Pro: Call-to-Bill Infrastructure for Professional Services

We don't compete with practice management tools—we make them smarter by automating the call ingestion layer across legal, consulting, and accounting

🔌
UCaaS-First Distribution
Native connectors for Microsoft Teams (Graph Call Records API), Zoom Phone, RingCentral, Twilio, Google Voice. We integrate where calls already happen across all professional services—no behavior change required.
📊
Carrier Bill Parsing
Deterministic + ML parsers for AT&T, Verizon, T-Mobile formats. Handle multi-user business accounts, parse direction, duration, parties—export normalized call logs for any billing system.
🤖
AI Vision Fallback
When APIs fail or aren't available, OCR/Doc-AI (Google Document AI, AWS Textract) converts PDFs/images to structured call logs with 95%+ accuracy. Critical for firms with legacy phone systems.
🎯
Smart Client Matching
Fuzzy matching engine handles aliases, spoofed numbers, address-book enrichment. Learn from corrections to improve accuracy over time—builds unique proprietary dataset across verticals.
⚡
Vertical-Specific Rules
Legal: 6-min increments, matter codes
Consulting: 15-min increments, project codes
Accounting: 6-min increments, engagement codes
Export to ANY system: Clio, QuickBooks, NetSuite, Harvest, FreshBooks, TimeSolv via CSV/API.
🔒
Enterprise Security
Encryption in-transit/at-rest, SSO/SAML, audit logs, SOC 2 Type II roadmap. On-prem OCR option for regulated industries. Compliance-ready for legal privilege, CPA confidentiality, consulting NDA requirements.

Why Professional Services Need This Now

📱
Hybrid Work = More Phone Usage
Remote professionals use mobile/UCaaS platforms more than ever. Desk phone usage down 40%, but mobile client calls up 65%. Traditional time tracking can't capture this shift.
💰
Revenue Pressure
Hourly rates rising (lawyers $341 avg, consultants $200-400), but realization rates stagnant. Firms need to capture MORE of existing work before raising rates further.
🤝
Client Expectations
Sophisticated clients demand detailed invoices with call metadata for audit/compliance. "15-min phone call" doesn't cut it—they want date, time, duration, parties for validation.

Our Defensible Moat: Why We Win Long-Term

Platform partnerships + proprietary data + horizontal scalability = high switching costs & distribution advantage

1. UCaaS Platform Partnerships (Distribution Moat)

Why UCaaS platforms need us: Microsoft, Zoom, RingCentral focus on core UCaaS (calling, meetings, messaging)—NOT vertical-specific billing automation. They want ecosystem apps that add value without distracting from their core product.

Our advantage: We're positioned as the "billing layer" in their marketplaces, earning co-sell opportunities and featured placement. Once listed, we benefit from their sales teams recommending us to legal/consulting/accounting customers.

Defensibility: Microsoft Teams has 82% hybrid work penetration by 2027. Early marketplace presence = first-mover advantage with platform-endorsed distribution.

2. Proprietary Matching Dataset (Data Moat Across Verticals)

The problem: Phone numbers change, clients use multiple numbers, spoofing is common. No public dataset maps phone→client reliably across professional services.

Our solution: Every correction a user makes (e.g., "555-0123 = Acme Corp") trains our matching model. Over time, we build the ONLY cross-vertical dataset that understands:

  • Legal: Court clerk numbers, opposing counsel firms, client general counsel office lines
  • Consulting: Client stakeholder mobile numbers, project team contacts, procurement office lines
  • Accounting: Client CFO/controller numbers, IRS/state agency lines, bank/financial institution contacts

Defensibility: This creates a data flywheel—more users = better matching = more users. Competitors starting from zero can't replicate years of correction data across multiple professional service verticals. Horizontal learning: Patterns learned in legal improve consulting accuracy and vice versa.

3. Complex Carrier Bill Parsing (Technical Moat)

Why it's hard: Carrier bills vary by provider (AT&T, Verizon, T-Mobile), plan type, multi-user accounts, international formats. Each requires custom parsers + ML models to handle edge cases.

Our advantage: We've built deterministic parsers + AI fallback for 20+ carrier formats. This takes 12-18 months to replicate well.

Defensibility: Technical debt for competitors—they'd need to reverse-engineer years of parser tuning while we continue improving accuracy.

4. Embedded Workflow Integration (Switching Cost Moat)

Once deployed: Firms integrate us into their billing workflows (exports to Clio/QuickBooks, client matching configs, exclusion rules). Switching requires re-mapping all clients and re-training staff.

Enterprise stickiness: Multi-year contracts, compliance approvals (SOC 2), and executive buy-in create high switching costs after 6-12 months of use.

5. Regulatory Compliance Head Start (Barrier to Entry)

Legal/financial sectors require: SOC 2 Type II, attorney-client privilege considerations, audit-ready logs, data residency options.

Our roadmap: SOC 2 Type I (Q2 2026), Type II (Q4 2026), on-prem OCR containers for air-gapped deployments.

Defensibility: Achieving these certifications takes 12-24 months + $200K-500K investment. Startups without funding can't compete in enterprise legal/accounting.

Strategic positioning: We're NOT competing with Clio/Harvest on practice management. We're the infrastructure they integrate with—similar to how Twilio doesn't compete with Salesforce but powers its SMS layer.

Market Opportunity: Professional Services Infrastructure Play

Time-tracking software market: $3.8B (2025) → $16.1B (2035) @ 15-16% CAGR. Our wedge: call-based billing automation for high-value professional services.

$1.4T+
TAM: Combined U.S. professional services billing market (legal $886B + consulting $320-640B + accounting $200-300B)
$210B+
SAM: Conservative 15% of billable work is phone-based, with 25-50% leakage = $210-420B addressable problem
$10.5B
SOM (5yr): 5% SAM capture via mid-market firms (50-500 employees) across all three verticals
2.75M
Total addressable professionals: 1.3M lawyers + 653K CPAs + 800K+ consultants

Phased Go-to-Market: Legal First, Then Horizontal Expansion

⚖️
Phase 1: Legal (Year 1-2)
Why start here: Highest hourly rates ($341 avg, up to $1,200), strongest ROI case, established practice mgmt ecosystem (Clio integration).
ICP: Mid-market firms (50-200 lawyers), litigation-heavy (high phone volume), already using Zoom/Teams.
Target: 500 legal users by Month 18 = $600K ARR
💼
Phase 2: Consulting (Year 2-3)
Why next: Similar hourly rates ($200-400), high mobile usage, proven product-market fit in legal de-risks expansion.
ICP: Strategy/management consulting firms (50-300 consultants), client-facing roles, Microsoft 365 shops.
Leverage: Same UCaaS integrations, add QuickBooks Time/Harvest exports instead of Clio.
📊
Phase 3: Accounting (Year 3+)
Why last: Lower hourly rates ($150-250) but HUGE seasonal volume (tax season = 10X call spikes).
ICP: Mid-sized CPA firms (20-150 CPAs), tax-heavy practices, need audit trail compliance.
Opportunity: 653K CPAs × $50-75/user/year = $33-49M SAM once proven in legal/consulting.

Why Now? Three Converging Trends Across All Verticals

📞
UCaaS Adoption Surge
82% of orgs will use hybrid UCaaS by 2027 (Frost & Sullivan). Microsoft Teams, Zoom Phone replacing traditional PBX systems—creating API-accessible call data for first time across legal, consulting, accounting.
🤖
AI Timekeeping Wave
Professional services seeing 20-30% billable hour recovery with AI time trackers (Billables.ai, Tempello). Firms now expect automatic capture—manual entry is legacy across all verticals.
💰
Revenue Pressure
With hourly rates rising (lawyers $341, consultants $200-400, CPAs $150-250), firms need to capture MORE of existing work. Even 10% recovery = $34K-100K per professional annually.

Time-Tracking Software Market Growth

$3.8B
2025
$7.5B
2030
$11.5B
2032
$16.1B
2035

Time-tracking software market (Fact.MR, Market Research Future). Billable Pro targets call-billing automation sub-segment across professional services, currently underserved by existing solutions.

Business Model: Horizontal SaaS Across Verticals

Per-user subscriptions + usage-based processing + professional services. Same product, vertical-specific billing rules. Target: $50-150/user/month blended ARPU.

💰
Subscription Tiers
Professional: $49/user/mo – UCaaS connectors, basic matching, CSV export
Business: $99/user/mo – Carrier bill parsing, advanced matching, integrations (Clio/QBO/Harvest)
Enterprise: $199/user/mo – SSO, audit logs, on-prem OCR, dedicated support
Same pricing across legal, consulting, accounting. Land with Professional, expand to Enterprise as firms grow. Target 50+ user accounts for Enterprise tier.
🔌
Usage-Based Overage
Base plan includes 500 calls/user/mo. Overage: $0.05/call processed. High-volume firms (litigation, consulting) generate $500-2K/mo in overages.
🎯
Professional Services
Implementation: $5K-25K for enterprise deployments (client mapping, custom exports, training). Annual Support: 15-20% of contract value for dedicated success manager, priority support, compliance consulting.

Unit Economics (Year 3 Target)

$1,200
ARPU (Annual Revenue Per User) – blended across tiers
$240
CAC (Customer Acquisition Cost) – via UCaaS marketplace & partner co-sell
5:1
LTV:CAC ratio (assuming 3yr avg customer lifetime, 85% gross margin)
6 mo
Payback period – marketplace distribution reduces CAC vs direct sales

Pricing benchmarked against: Clio ($49-129/user/mo), Tempello ($30-60/user/mo), Billables.ai (enterprise custom). Our pricing reflects specialized call automation value vs generic time tracking.

Competitive Positioning: Infrastructure Across Professional Services

We complement practice management tools by solving the call ingestion problem they've outsourced to manual entry—applicable to legal, consulting, and accounting

Capability Billable Pro Clio / QuickBooks Time Tempello / Billables.ai Harvest / TimeCamp
Native UCaaS API Ingestion ✓ Core product (Teams, Zoom, RC, Twilio) Manual phone logs or 3rd party integrations Email/calendar only; phone via Time Miner addon No phone tracking
Carrier Bill Parsing ✓ Multi-carrier ML parsers (AT&T, Verizon, T-Mobile) Not supported Not supported Not supported
Multi-Vertical Support ✓ Legal, consulting, accounting billing rules Legal-focused (Clio) / General (QBO Time) Legal-focused primarily General productivity tracking
Client Matching Accuracy 95%+ via proprietary cross-vertical dataset Manual assignment required 85-90% (email-based context) N/A
Dispute-Ready Evidence ✓ Carrier/UCaaS metadata exports (duration, parties, timestamps) Notes/attachments (user-generated) Email thread context Timer logs only
Export Flexibility ✓ Clio, QuickBooks, NetSuite, MyCase, TimeSolv, Harvest, FreshBooks (API + CSV) N/A (are the practice mgmt tools themselves) ✓ Clio, LeanLaw integrations ✓ Generic CSV/API
Primary Use Case Call-to-bill infrastructure layer for professional services Full practice/time management suite Email/calendar time tracking (legal focus) General productivity time tracking

Why Practice Management Tools Won't Build This (And Why That's Our Advantage)

🎯
Product Focus Risk
Clio, QuickBooks, Harvest are horizontal platforms with 100-250+ features. Adding complex carrier bill parsing + 20 UCaaS integrations dilutes their core roadmap. They'd rather integrate with specialists (like us) who solve one problem exceptionally well.
🔧
Technical Complexity
Carrier bill parsing requires 12-18 months of ML model training per provider. UCaaS APIs (Microsoft Graph, Zoom Phone) need OAuth, least-privilege security, and ongoing maintenance as APIs change. This is a full product in itself.
💼
Ecosystem Strategy
Major platforms (Clio, QuickBooks, Microsoft) actively promote their app directories with 200-500+ integrations. They earn rev-share from successful integrations—making us a partner generating revenue for them, not a competitor.

Analogous positioning: Twilio doesn't compete with Salesforce on CRM—it provides the SMS/voice infrastructure layer. Stripe doesn't compete with Shopify on e-commerce—it handles payments. We're the call-billing infrastructure that practice management tools integrate, applicable across all professional services verticals.

Team: Leadership

Experienced team focused on UCaaS partnerships and enterprise deployment

CEO

Christopher Warrior

Chief Executive Officer

Founder and product vision; partnerships and GTM strategy.

LG

Vaughn Gill

Leadership Team

Operations & growth strategy.

LB

Lisa Brown

Leadership Team

Technology & integrations.

DB

Darin Burton

Leadership Team

Customer success & market research.

Note: Team backgrounds and specific credentials available upon request. The deck focuses on product-market fit, defensible moat, and go-to-market strategy validated through customer discovery across legal, consulting, and accounting verticals.

Traction: Multi-Vertical Validation & Design Partner Pipeline

Pre-revenue, but de-risked via design partner commitments across legal, consulting, and accounting

✅ Completed Milestones

🔧
Technical POC Complete
Carrier Bill Parsing: 95% accuracy on AT&T/Verizon PDFs (tested on 500 real bills)
Zoom Phone API: OAuth flow working, call logs ingested successfully
Microsoft Graph: Call Records API tested, 30-min latency acceptable
Client Matching: Fuzzy logic achieves 92% accuracy on 10K test phone numbers
Multi-Vertical Rules: 6-min (legal/accounting) and 15-min (consulting) rounding tested
🤝
Design Partner Commitments (LOIs)
3 mid-market law firms (50-150 lawyers) committed to 6-month pilot starting Q1 2026. Combined 240 potential users.
2 consulting firms (40-80 consultants each) interested in pilot if legal validation succeeds. Combined 120 potential users.
1 regional CPA firm (35 CPAs) interested in tax-season pilot (Jan-Apr 2026).
Pilots are non-binding but signal strong product-market fit across verticals.
📊
Market Validation
85 customer discovery interviews: 60 legal ops leaders, 15 consulting partners, 10 CPA firm managers.
Key findings across verticals:
• 82% cite phone time as "biggest billing leakage source"
• 68% would pay $75-150/user/mo for automated solution
• 90% require integration with existing practice mgmt tools (Clio, QuickBooks, Harvest)
• Consulting shows HIGHEST willingness to pay ($100-150/user/mo) due to mobile work patterns

🚀 Next 12 Months: Roadmap to Multi-Vertical Revenue

Q1
Q1 2026 (Legal Pilot Launch)
• Launch pilots with 3 law firms (240 users)
• Zoom Phone + Microsoft Teams connectors live
• Export to Clio + CSV functional
• Target: 90% user satisfaction, 20%+ billable hour recovery
• Validate legal-specific billing rules (6-min increments, matter codes)
Q2
Q2 2026 (First Revenue + Consulting Beta)
• Convert legal pilots to paid (target 2/3 = 160 users @ $99/user/mo = $190K ARR)
• RingCentral + Twilio connectors
• Launch consulting beta with 2 firms (120 users, 15-min increments)
• Export to QuickBooks Time + Harvest
• SOC 2 Type I audit initiated
Q3
Q3-Q4 2026 (Multi-Vertical Scale)
• Marketplace approvals (Microsoft/Zoom co-sell eligible)
• Launch accounting beta (tax-season timing = Jan 2027)
• 10 paying customers across all 3 verticals (500 users, $600K ARR)
• Enhanced dispute-evidence exports
• SOC 2 Type I certification complete

Key risk mitigation: Multi-vertical design partners de-risk horizontal expansion. Legal validates core product, consulting proves mobile use case, accounting proves seasonal spike handling. Marketplace distribution de-risks GTM—we leverage existing sales channels vs building SDR team from scratch.

Funding Request: $2.5M Seed Round

18-month runway to $600K ARR + multi-vertical traction + Series A readiness

Use of Funds Breakdown

Product Development (40% / $1M):

  • UCaaS integrations: Microsoft Graph, Zoom Phone, RingCentral, Twilio, Google Voice APIs (2 backend engineers, 6 months)
  • Carrier bill ML parsers: Train models on 5K+ real bills across AT&T, Verizon, T-Mobile formats (1 ML engineer, 6 months)
  • Client matching engine: Fuzzy logic, alias learning, cross-vertical pattern recognition (1 ML engineer, 6 months)
  • Export integrations: Clio, QuickBooks (Time/Online), NetSuite, TimeSolv, Harvest, FreshBooks APIs (1 backend engineer, 6 months)
  • Vertical-specific billing rules: Legal (6-min, matter codes), Consulting (15-min, project codes), Accounting (6-min, engagement codes)

Sales & Partnerships (30% / $750K):

  • UCaaS marketplace submissions: Microsoft co-sell program, Zoom App Marketplace approvals (both support all verticals)
  • Vertical-specific partner co-marketing: Joint webinars with Clio (legal), QuickBooks (accounting), Harvest (consulting)
  • Sales hires: 1 AE (multi-vertical professional services focus), 1 partnerships lead (UCaaS relationships), 1 SDR (inbound qualification)
  • Conference presence: ClioCon (legal), Consulting Success Summit, CPA Practice Advisor conferences

Compliance & Security (20% / $500K):

  • SOC 2 Type I audit (Q2 2026): $80-120K
  • SOC 2 Type II audit (Q4 2026): $150-200K
  • Penetration testing, security tooling (SIEM, encryption, audit logs)
  • Multi-vertical compliance: Attorney-client privilege (legal), CPA confidentiality (accounting), consulting NDA requirements

Operations & Growth (10% / $250K):

  • Customer success hire (onboarding, vertical-specific training, support)
  • Cloud infrastructure (AWS/Azure hosting, scaling for 1K users across verticals)
  • Legal, accounting, insurance, recruiting

18-Month Milestones (Seed → Series A)

$600K
ARR by Month 18 (500 users @ $100 avg ARPU across legal, consulting, accounting)
10
Paying customers: 6 legal + 3 consulting + 1 accounting (multi-vertical proof)
95%
Net Revenue Retention (low churn, usage-based expansion across verticals)
SOC 2
Type I certified, Type II in progress (enterprise sales-ready)

Why This Round De-Risks Series A

✅
Product-Market Fit Proof
$600K ARR with 10 customers across 3 verticals proves horizontal scalability. Series A investors see replicable playbook, not one-vertical risk.
🚀
Distribution Validated
Microsoft/Zoom marketplace approvals + co-sell eligibility = Series A sees capital-efficient CAC. No need to build expensive SDR team.
🔒
Enterprise-Ready
SOC 2 Type I certified, Type II in progress. Series A can confidently fund enterprise sales motion (50-500 user accounts @ $99-199/user/mo).
📊
Unit Economics Proven
15:1 LTV:CAC, 6-month payback, 85% gross margin. Series A sees efficient path to profitability with clear scaling levers.

Contact Us

📧
Email
investors@billablepro.com
📱
Phone
+1 (310) 746-8977
🌐
Website
www.billablepro.com
📍
Location
Orange County, CA
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Research Sources & Methodology

Revenue Leakage Statistics (All Verticals)
Legal: Clio 2024 Legal Trends Report (2.9 billable hrs/day, 31% work time collected, $341/hr avg rate); Thomson Reuters 2024 Canadian Law Firm Market Report (29% admin time burden, 25-50% loss from delayed entries); Quiss/RunSensible analysis (30% potential billable loss, 75% non-billable workday); American Bar Association (1.3M U.S. lawyers)
Consulting: ConsultClock ROI calculator data (unbilled hours methodology); U.S. BLS Management Analysts outlook (800K+ consultants); industry hourly rate benchmarks ($200-400/hr range)
Accounting: NASBA (653K active U.S. CPAs); CPA practice management publications (seasonal billing challenges, hourly rate data $150-250/hr range)

Market Size & Growth
Fact.MR time-tracking market outlook ($3.8B → $16.1B, 15-16% CAGR); Fortune Business Insights UCaaS market ($48.79B 2023 → $215.53B 2032, 18.2% CAGR); Combined professional services market sizing based on professional counts × average hourly rates × standard 2,000 billable hour targets

UCaaS Platform Data (Cross-Vertical)
Gartner Magic Quadrant for UCaaS 2025 (Microsoft Teams, Zoom, RingCentral, Cisco leaders across industries); Frost & Sullivan UCaaS 2025 (82% hybrid environments by 2027 across all sectors); Microsoft Graph Call Records API documentation; Zoom Phone API developer docs; RingCentral Call Log API reference; Twilio Voice Call Resource API

Competitive Intelligence
Clio product documentation (phone logs, manual entry, time tracking integrations); QuickBooks Time product features; Harvest time tracking capabilities; Tempello blog (email time capture, Clio integration); Billables.ai website (AI time tracking, 30% recovery claims); TimeCamp, Bill4Time product pages; AI time tracking tools analysis (ABA, Clio blog, legal tech publications); consulting time tracking software reviews

Defensible Moat Research
Insignia Business Review ("In the Age of AI, Moats Matter More Than Ever"); Harvey AI Legal IT Insider analysis (defensible compliance moat); Latitude Media ("Can startups still build a moat?"); Greylock "The New New Moats" (systems of intelligence); Elad Gil "Defensibility & Competition"; horizontal SaaS expansion case studies (Slack, Stripe, Zoom)

Horizontal SaaS Playbooks
Analysis of successful vertical→horizontal expansion: Slack (started in gaming, expanded to all verticals), Zoom (started in enterprise, expanded to all segments), Stripe (started with tech startups, now serves all industries). Key insight: infrastructure layers scale horizontally when core problem is consistent across verticals.