Gen AI legal spend and matter management
designed specifically for Private Funds and M&A

Apperio can help your legal, finance and deal teams track the ongoing costs associated with fundraising, oversee investment matters, improve the predictability of legal spend and safeguard regulatory compliance

Speak with a PE & M&A expert

Interact with your data in natural language using GenAI

Get meaningful insights from your data without requiring technical knowledge.

Ask continuous unbilled and billed data questions in natural language and get instant results
Avoid budget surprises with continuously updated in-progress legal spend data and alerts
Track KPI trends, scope and performance. Build alerts and reports to drive better decisions and outcomes
Use the latest AI to forecast and alert based on continuous data

Apperio BillClear

Reduce delays and manual review work without losing any value

All the value of e-Billing with none of the internal work
Move invoice review work to your law firms
No more manual checks. No more back-and-forth emails. Just clean, accurate invoices that you can trust

See legal work whilst its taking place

See how your law firms are performing with Apperio's continuous visibility of line item time entries, direct from your law firms' practice management systems.

Ensure scope and costs stay aligned by setting meaningful KPIs that you can monitor and be alerted on.
Ensure you are not being over-charged and improve your trust in law firm billing.
Focus on value-based conversations instead of being limited to just querying invoices.
Strengthen your relationships and improve collaboration with outside counsel.

Achieve deep cost savings from strategic, long-term change

Apperio provides the data you need to analyse historic spending patterns and drive long-term cost savings.

Use accurate, current data to make informed and faster strategic decisions
Identify similar recurring matters that could be delivered by different vendors or through AFA.
Analyse typical volumes of work for panel reviews and identify key metrics for monitoring law firm performance.
Track the immediate impact of your improvements and iterate on these to achieve long-term cost savings.

Manage the cost, scope and progress of large matters and projects whilst they are in progress

Prevent matters from spiraling out of control with unexpected costs and budget overruns.

Group related matters from multiple firms using your own reporting structures
Manage the ongoing costs, scope and budgets for complex and unpredictable projects, even when billed infrequently.
Measure and optimise the ideal proportion of fixed-fee vs hourly-billed matters for each project.
Take a proactive management approach to monitor costs and keep projects on track

Streamline e-billing with dynamic workflows

Automate invoice review and approval to improve efficiency and compliance.

Customize workflows to match your billing policies, approval hierarchies, and firm requirements.
Ensure compliance with Outside Counsel Guidelines by flagging non-compliant invoices in real time.
Reduce administrative burden with automated routing, approvals, and dispute resolution.
Gain full visibility into legal spend with real-time tracking and reporting.

See how Apperio can help
Private funds and M&A teams

See Apperio for Private Funds and M&A in action

Apperio BluePrint for Private Equity

Apperio has long and deep experience working with the complete spectrum of Private Fund organisations from the largest in the world through Sovereign Wealth, Pensions, Credit, to the boutique. Through this experience we have developed a unique solution that tightly matches the unique requirements of Private Funds and M&A specialists.

Apperio Insights AI

Analyze your data using natural language AI

Ask your data questions using natural language
AI built drill down reports saved into insight board
Set thresholds on KPI’s to alert you to take action
Use AI to forecast trends and identify risks of overspend

Apperio BillClear

Pre-Invoice submission billing and rate checks for your law firms. All the value of e-Billing with none of the internal work

Pre invoice OCG flagging empowers law firms to complete reviews turning a traditionally cumbersome process into a seamless experience
Clean pre-checked invoices are passed into the approval workflow eliminating up to 95% of manual checking work
Reduces friction and potential for disagreement whilst still capturing savings elevating relationships

A legal team has a specific focus – and it isn’t necessarily finance. They have a piece of work and they have to get it done. As a finance professional, I have to know what costs I’m looking at. With Apperio, we have the data to work together.

Stephen Colthrust

Senior Finance Business Partner

The key point is that there is a degree of clarity when both sides can see where the time is spent more precisely. Rather than having to say, ‘please send me reams and reams of information’, you can see it in Apperio almost immediately. And not just when the money’s already been spent.

Bill Priestley

Chief Investment Partner

Two years ago, we had to ask externally how much we were spending - an unsatisfactory situation for any organisation. Now at the click of a mouse we can see exactly how much we spend with each firm, in real time, on particular work types across the country. That’s a very different, and better, place to be.

Dan Kayne

General Counsel (Regions)