Teardown11 min
Harvey vs Spellbook vs CoCounsel: $40M Law Firm Teardown.
At $40M, Harvey is mostly out of reach, Spellbook is the practical default for transactional work, and CoCounsel makes sense if you live in Westlaw.
By TreyTag
Professional Services.
27 articles tagged professional services.
Field notes11 min
Why Half Your CAS Clients Have a Broken Bank Feed.
At any given Tuesday, roughly half the bank feeds in a 60-client CAS book are broken, mid-reconnect, or returning stale data. Here is why, and what it costs.
By TreyPlaybook10 min
How $40M RCM Firms Cut Days in AR From 48 to 32.
Mid-market Days in AR sits at 47. MGMA Better Performers hit 35. Here is the four-lever Playbook that closes the 16-day gap without working denials harder.
By TreyPlaybook11 min
How $40M CAS Firms Cut Monthly Close From 12 to 5 Days.
Most $40M CAS firms still close client books in 10 to 14 days. Here is the workflow that cuts it to 5, with or without AI.
By TreyPlaybook11 min
How $40M RIAs Cut Client Onboarding From 30 to 7 Days.
Mid-market RIAs take 15 to 21 business days to onboard a new household. Here is the workflow that gets it to 7, without ripping out your custodian.
By TreyField notes10 min
Why the Same Law Firm Matter Bills Three Different Ways.
Three associates bill the same M&A matter at hours 30% apart. Same memo, same calls. Here is what your PMS shows and what it misses.
By TreyOperator's view10 min
What the Broker Roll-Up Means for Your $40M Agency.
PE-backed buyers acquired 471 U.S. insurance brokerages in 11 months of 2025 at 12-14x EBITDA. The three paths for a $40M agency. And the binding constraint.
By TreyPlaybook12 min
How $40M CPA Firms Cut 1040 Cycle Time From 8 Days to 3.
At a $40M CPA firm, the average 1040 sits 8 days in the pipeline. Here is the workflow that cuts it to 3, with or without AI.
By TreyField notes11 min
Why the Same RCM Denial Code Means Three Different Things.
RCM teams sort denials by CARC, but the same code routes three different ways at three different payers. The standard is real. The interpretation is not.
By TreyField notes10 min
Why Tamarac and Schwab Disagree on Your $40M AUM.
At every $40M RIA, Tamarac and Schwab disagree on AUM every Monday. The four root causes, the ops fix, and what to actually tell clients.
By TreyOperator's view10 min
Why PE Is Paying 14x EBITDA for Mid-Market CPA Firms.
Mid-market CPA firms are selling to PE at 11x to 15x EBITDA. The multiple is not about the book of business. It is about a binding operational constraint AI is breaking.
By TreyField notes11 min
Concentration Risk: The Spreadsheet Every Factor Maintains.
Mid-market factors run concentration risk on a spreadsheet because the LMS does not report it the way credit committee needs to see it. Here is the fix.
By TreyTeardown11 min
Waystar vs Availity vs Change Healthcare for $40M RCM.
After the Change Healthcare attack, $40M RCM firms need to pick a primary clearinghouse without betting everything on it. Here is how the three compare.
By TreyOperator's view11 min
Why PE Can't Buy Your Law Firm (But Owns Everything Else).
Private equity can't own your law firm in 47 states. It owns the vendors, the ALSPs, and the AI-native platforms your clients will route work through.
By TreyTeardown11 min
Tamarac vs Orion vs Black Diamond: The $40M RIA Teardown.
PortfolioCenter is gone. Morningstar Office is sunsetting. Here is how Tamarac, Orion, and Black Diamond actually compare for $40M-$2B RIAs.
By TreyTeardown12 min
nCino vs Salesforce FSC vs Q2 for $100M Specialty Lenders.
None of the three big lending platforms were built for non-bank specialty finance. Here is what nCino, Salesforce FSC, and Q2 actually solve, and where each breaks.
By TreyPlaybook10 min
How $40M RCM Firms Cut Claim Denials From 18% to 8%.
Most mid-market RCM firms run at 12-18% initial denial rates. Here is the workflow that gets you under 8% without replacing your platform.
By TreyPlaybook11 min
How $40M RIAs Reconcile Billing Between Custodian and CRM.
Mid-market RIAs lose a week each quarter to billing reconciliation. Here is the workflow that cuts it in half, and where AI agents actually help.
By TreyPlaybook12 min
How to Cut Law Firm Intake From Three Days to Hours.
Most mid-market law firms spend two to three days getting new clients through intake. Here is the workflow that cuts it to hours.
By TreyField notes12 min
The Carrier Appetite Chart Living in Your Broker's Head.
Every mid-market commercial brokerage has a senior CSR who knows which carrier writes what. When she retires, the chart leaves with her.
By TreyTeardown12 min
Wealthbox vs Redtail vs Salesforce FSC for $40M RIAs.
Wealthbox, Redtail, and Salesforce FSC each pitch the same $40M RIA. Here is the cost math, custodian reality, and where AI changes the decision.
By TreyOperator's view11 min
Why RIA Roll-Ups Will Spend AI Budget on Back Office First.
RIA M&A hit a record in 2025. The PE-backed roll-ups now own the integration bill. The next AI budget will buy reconciliation, not robo planning.
By TreyTeardown11 min
Practice Management Software for $40M Law Firms.
Clio, MyCase, PracticePanther, Aderant: an honest assessment of what each delivers for mid-market law firms, where the math breaks, and what to do about it.
By TreyOperator's view11 min
Why Specialty Finance Is the AI Vertical Nobody Is Targeting.
Harvey hit $11B with $190M ARR. Meanwhile $1.34T in equipment finance, 15,870 RIAs, and a wide-open vendor map sit ignored. Specialty finance is the bet.
By TreyPlaybook10 min
Why Proposals Take Two Weeks at Your Services Firm.
Mid-market engineering and consulting firms spend 10-14 days on proposals because scope knowledge lives in partner heads, not shared systems. Here's how to fix it.
By TreyPlaybook11 min
How to Cut Claims Processing Time Without Replacing Your Core System.
Most mid-market insurers lose 5-10 days per claim to manual work that happens outside their core system. Here's how to fix it without replacing Applied Epic or Majesco.
By TreyOperator's view10 min
How to Evaluate AI Vendors When You Don't Have a CTO.
Most AI vendor checklists assume you have a CTO and a procurement team. This five-question framework works when you have neither.
By Trey№ 005Get in touch
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