Onboarding
Data intake
Start with just three columns — party, date and amount. Tessera shows what it can right away and tells you what would unlock more.
Drop
Upload a billing export file
Connect
Direct link after a sandbox proves the fields
Ask
A ten second question to the right person
Derive
Computed from what's already here
Client
Supplied through the client portal
Drop a file
Or paste below. Sample is synthetic.
What we can show now
5 rows read, 3 clients found.
- Acme Holdings$93K · 2 invoices · last 2025-09-02
- Brook Street Co$27K · 2 invoices · last 2026-06-01
- Calder Group$77K · 1 invoices · last 2026-08-14
Refused and dropped at import: ssn. Logged for your administrator.
Would unlock more
- Collected amount and pay date → realization and payment speed
- Practice area → cross-practice gaps
- Contacts and titles → C-suite coverage
Preview Files are read in your browser only in this version.
Why this is different. No six-month CRM rollout. One billing export is enough to see client value on day one; nothing blocks on a missing field.