See it in action
The tool, at a glance.
From one Excel upload to a partner who can see exactly where every bill is stuck.
Every user gets their own page. Each partner, associate and biller signs in to a view scoped to them. The partner sees every matter with its current owner, days-in-stage and budget — click any metric to drill into why a bill is stuck.
Upload matters. Drag in an Excel (or CSV / PDF). Just five required columns; we map the rest.
Associate queue. Only the drafts waiting on you — Release, Send back or Hold with a comment.
Full transparency. Every matter with a plain-English "where it is & why" — stuck with an associate on hold, back with the biller for edits, or awaiting your sign-off — plus a progress bar for each.
Year at a glance. Every matter × every month — billed ✓, held ⏸ or unbilled ! — saved each month so partners and associates see the whole year's billing history.
One-time setup — done by your IT in minutes. QuickTracker runs on your own server, so your data never leaves it. Connect Microsoft sign-in once by pasting three values from your Azure portal, hit Test connection, and you're live — no per-user passwords to manage.
Sign in with Microsoft SSO — no password to remember. No separate login to set up or manage — everyone uses the work account they already have, and access is scoped to their role automatically. Secretaries can act on behalf of a busy partner.
