Billable Pro

Call-based billing automation for legal, consulting, and accounting — turning invisible phone time into captured revenue.

2.75M
U.S. professionals who bill by the hour
25–50%
Billable phone time lost to manual tracking failure
$50–100K
Annual revenue leakage per professional from untracked calls
$1.4T+
Combined U.S. professional services billing market
The Problem

Phone calls are invisible to every time tracking tool on the market.

Manual timers don’t start themselves. Billing from memory loses 25–50% of call time. Practice management tools like Clio, QuickBooks Time, and Harvest all require manual entry — and carrier bills sit unprocessed in inboxes.

Sophisticated clients increasingly demand itemized call metadata for audit and compliance. A generic “15-min phone call” entry doesn’t survive scrutiny.

  • Legal: A partner losing 3 unbilled calls/day @ $341/hr = $260K/year in leakage
  • Consulting: A senior consultant losing 5 calls/week @ $300/hr = $78K/year per person
  • Accounting: Q1 tax rush untracked calls can represent 20–30% of billable hours
  • All verticals: 82% of firms cite phone time as their #1 billing leakage source
Market-validated: 85 customer discovery interviews across 60 legal ops leaders, 15 consulting partners, and 10 CPA firm managers. 68% said they’d pay $75–150/user/month for an automated solution.

The Solution: Call-to-Bill Infrastructure

We don’t compete with practice management tools — we make them smarter. Billable Pro is the automated call ingestion layer they’ve always been missing.

🔌
UCaaS-First Integration
Native connectors for Microsoft Teams, Zoom Phone, RingCentral, Twilio, and Google Voice. We integrate where calls already happen — no behavior change required.
📊
Carrier Bill Parsing
Deterministic + ML parsers for AT&T, Verizon, and T-Mobile. Handles multi-user accounts, parses direction, duration, and parties — exports normalized logs to any billing system.
🎯
Smart Client Matching
Fuzzy matching handles aliases, spoofed numbers, and address-book enrichment. Learns from every correction — building a proprietary dataset no competitor can replicate.
⚡
Vertical-Specific Rules
Legal: 6-min increments, matter codes — exports to Clio, TimeSolv
Consulting: 15-min increments, project codes — exports to Harvest, QuickBooks
Accounting: 6-min increments, engagement codes — exports to QuickBooks, NetSuite
🤖
AI Vision Fallback
When APIs aren’t available, OCR/Doc-AI (Google Document AI, AWS Textract) converts PDF bills to structured call logs with 95%+ accuracy. Critical for firms on legacy systems.
🔒
Enterprise-Grade Security
Encryption in-transit/at-rest, SSO/SAML, full audit logs. SOC 2 Type II on roadmap. On-prem OCR option for attorney-client privilege and CPA confidentiality requirements.
Competitive Landscape
Capability Billable Pro Clio / QuickBooks Time Tempello / Billables.ai Harvest / TimeCamp
Native UCaaS ingestion✓ Core product✗ Manual only✗ Email/calendar only✗ None
Carrier bill parsing✓ ML parsers (20+ formats)✗ Not supported✗ Not supported✗ Not supported
Multi-vertical support✓ Legal, consulting, accountingLegal or generalLegal-focusedGeneral productivity
Client matching accuracy95%+ proprietary datasetManual assignment85–90% email-basedN/A
Dispute-ready evidence✓ Full carrier/UCaaS metadataUser-generated notesEmail thread contextTimer logs only

Positioning analogy: Twilio doesn’t compete with Salesforce — it powers the SMS layer underneath it. Billable Pro doesn’t compete with Clio — it powers the call-ingestion layer Clio has always relied on manual entry for.

Our Defensible Moat

Three compounding advantages that get harder to replicate the longer we operate.

1. Proprietary Cross-Vertical Matching Dataset

Every correction a user makes — “555-0123 = Acme Corp’s CFO” — trains our matching model. We’re building the only dataset that maps phone numbers to clients across legal, consulting, and accounting at scale. Patterns learned in legal (court clerks, opposing counsel lines) improve consulting accuracy and vice versa.

Why it compounds: More users → better matching → more users. A competitor starting today would need years of correction data across three verticals they don’t yet serve.

2. UCaaS Marketplace Position (Distribution Moat)

Microsoft Teams, Zoom, and RingCentral focus on core UCaaS — not vertical-specific billing automation. We’re positioned as the “billing layer” in their app marketplaces, earning co-sell placement with their sales teams recommending us to legal, consulting, and accounting customers.

Why it compounds: Microsoft Teams has 82% hybrid work penetration by 2027 (Frost & Sullivan). Early marketplace presence = first-mover advantage with platform-endorsed distribution that’s capital-efficient by design.

3. Technical + Compliance Head Start

Carrier bill parsing requires 12–18 months of ML model training per provider across 20+ bill formats — a significant replication cost for any newcomer. Add SOC 2 Type II certification ($200–500K, 12–24 months), attorney-client privilege compliance, and on-prem OCR for air-gapped deployments, and the barrier to compete in enterprise legal and accounting becomes substantial.

Why it compounds: Embedded workflow integration (client mapping configs, custom exports, staff training) creates 6–12 month switching costs per firm once deployed.

Strategic note: We’re NOT building another practice management tool. We’re the infrastructure layer that plugs into the tools firms already use — similar to how Stripe powers Shopify’s payments without competing on e-commerce.

Market & Business Model

Time-tracking software: $3.8B (2025) → $16.1B (2035) at 15–16% CAGR. Our wedge is call-based billing automation — a sub-segment currently unserved.

$1.4T+
TAM: Combined U.S. professional services billing market
$210B+
SAM: Phone-based billable work with 25–50% leakage rate
$10.5B
SOM (5yr): 5% SAM capture via mid-market firms across 3 verticals
2.75M
Addressable professionals: lawyers, CPAs, and management consultants
Phased Go-to-Market
⚖️
Phase 1: Legal (Year 1–2)
Highest hourly rates ($341 avg), strongest ROI case, established Clio ecosystem. ICP: mid-market firms (50–200 lawyers), litigation-heavy, Zoom/Teams users.
Target: 500 users by Month 18 = $600K ARR
💼
Phase 2: Consulting (Year 2–3)
Similar hourly rates ($200–400), high mobile usage. Same UCaaS integrations, swaps Clio export for QuickBooks Time/Harvest. ICP: Microsoft 365 strategy/management firms.
Leverage: Legal validation de-risks expansion
📊
Phase 3: Accounting (Year 3+)
Lower rates ($150–250) but massive seasonal volume — tax season = 10X call spikes with compliance audit trail requirements.
Opportunity: 653K CPAs × $50–75/user/yr = $33–49M SAM
Business Model
Subscription Tiers (same across all verticals)
Professional — $49/user/mo: UCaaS connectors, basic matching, CSV export
Business — $99/user/mo: Carrier parsing, advanced matching, PM integrations
Enterprise — $199/user/mo: SSO, audit logs, on-prem OCR, dedicated support
Usage Overage + Services
Base includes 500 calls/user/mo. Overage: $0.05/call.
Implementation: $5–25K. Annual support: 15–20% of contract.
$1,200
ARPU (annual, blended)
$240
CAC via marketplace
5:1
LTV:CAC ratio (yr 3)
6 mo
Payback period

Traction & Roadmap

Pre-revenue, but technically validated and de-risked via design partner commitments across all three verticals.

✅ Completed

  • Carrier bill parsing: 95% accuracy on AT&T/Verizon PDFs (500 real bills tested)
  • Zoom Phone + Microsoft Graph APIs: OAuth flows working, call logs ingested
  • Client matching: 92% accuracy on 10K test phone numbers
  • Design partner LOIs: 3 law firms (240 users), 2 consulting firms (120 users), 1 CPA firm (35 CPAs)
  • 85 customer discovery interviews — 68% willing to pay $75–150/user/mo

🚀 12-Month Roadmap

Q1 2027
Legal Pilots Live
  • 3 law firms, 240 users
  • Zoom + Teams connectors
  • Clio export functional
Q2 2027
First Revenue
  • 160 paying users = $190K ARR
  • Consulting beta (120 users)
  • SOC 2 Type I initiated
Q3–Q4 2027
Multi-Vertical Scale
  • 500 users, $600K ARR
  • Marketplace approvals
  • Accounting beta live

Funding Request: $2.5M Seed

18-month runway to $600K ARR, multi-vertical proof, and Series A readiness.

$600K
ARR target by Month 18
10
Paying customers across 3 verticals
95%
Target Net Revenue Retention
SOC 2
Type I certified, Type II in progress

Use of Funds

Product Development — 40% / $1M

  • UCaaS integrations (Teams, Zoom, RingCentral, Twilio, Google Voice)
  • Carrier bill ML parsers (AT&T, Verizon, T-Mobile, 20+ formats)
  • Client matching engine + cross-vertical pattern learning
  • Export integrations (Clio, QuickBooks, NetSuite, Harvest, FreshBooks)

Compliance & Security — 20% / $500K

  • SOC 2 Type I (Q2 2027): $80–120K
  • SOC 2 Type II (Q4 2027): $150–200K
  • Pen testing, SIEM, encryption, audit logging

Sales & Partnerships — 30% / $750K

  • UCaaS marketplace submissions (Microsoft co-sell, Zoom App Marketplace)
  • Partner co-marketing with Clio, QuickBooks, Harvest
  • Sales hires: 1 AE, 1 partnerships lead, 1 SDR
  • Conferences: ClioCon, Consulting Success Summit, CPA Practice Advisor

Operations — 10% / $250K

  • Customer success hire
  • AWS/Azure infrastructure (1K users)
  • Legal, insurance, recruiting

Contact

📧
Emailinvestors@billablepro.com
📱
Phone+1 (310) 746-8977
🌐
Websitewww.billablepro.com
📍
LocationOrange County, CA
+ Research Sources & Methodology

Revenue Leakage
Clio 2024 Legal Trends Report; Thomson Reuters 2024 State of Canadian Law Firms; LeanLaw Revenue Leakage Guide 2025; NASBA CPA practice management data; U.S. BLS Management Analysts outlook

Market Size
Fact.MR time-tracking market ($3.8B→$16.1B, 15–16% CAGR); Fortune Business Insights UCaaS ($48.79B 2023→$215.53B 2032); professional services sizing: professional counts × avg hourly rates × 2,000 billable hour targets

UCaaS & Platform Data
Gartner Magic Quadrant for UCaaS 2025; Frost & Sullivan (82% hybrid by 2027); Microsoft Graph Call Records API; Zoom Phone API; RingCentral Call Log API; Twilio Voice API

Competitive Intelligence
Clio, QuickBooks Time, Harvest, Tempello, Billables.ai, TimeCamp, Bill4Time, legal tech publications

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