A fee rate stored as free text in a CRM field is a fee rate no billing system can read automatically.

A fee rate stored as free text in a CRM field is a fee rate no billing system can read automatically. At most RIAs, that is exactly where fee data lives: an account number and a rate, typed into a text box by whoever set up the record. Verifying it against the signed client agreement requires someone to open the CRM, locate the document, and compare them by hand.

LEA extracts fee schedules directly from client agreements stored in Box and publishes structured data that billing systems can compare against actuals, surfacing exceptions automatically rather than once a year.

Ops teams stop reconstructing fee terms from text fields and start running compliance checks on demand.