How It Works
We integrate into your TMS and workflows as an extension of your team: no process changes, no disruption, no learning curve.
The Process
Connect Your TMS
We plug into your existing TMS: McLeod, TMW, Aljex, MercuryGate, or any other platform. No migration required. No new software to learn. Your team keeps working exactly as they do today.
McLeod
TMW
Aljex
MercuryGate
Meet Your Dedicated Team
A dedicated team of trained specialists (with separate AP and AR team members) is assigned to your account. During a 2-3 week ramp-up period, they learn your specific workflows, TMS configuration, customer requirements, and billing rules. They become experts in YOUR operation.
2-3 week ramp-up
Custom training
We Run Your Back Office
Your team handles the day-to-day: PODs chased within 24 hours, every carrier invoice verified before payment, shipper invoices prepared and submitted, AR monitored and collected. You get weekly performance reports.
Daily operations
Weekly reports
You Scale Without Hiring
Volume-based pricing
No new hires
Post-Dispatch Pipeline
Every load follows this pipeline from delivery to cash collected.
1
Load Completed
Delivery confirmed in your TMS
2
POD Chase
Document retrieved & verified within 24h
3
Carrier Invoice Audit
Rates validated, duplicates caught
4
AP & Carrier Billing
Verified invoices prepped for payment
5
Revenue Audit
Missed charges caught & added
6
Shipper Invoice
Customer billed with full documentation
7
AR & Collections
Payment tracked, followed up, collected
Onboarding
Week 1
Discovery & Setup
Week 2
Team Training
Week 3
Supervised Operations
Live processing at 50-70% capacity with QA oversight, feedback loop with your team
Week 4+
Full Operations
What to Expect
Consistent team members who know your business: your lanes, your customers, your billing rules. Not a rotating pool of generalists.
KPIs, billing status, AR aging, and compliance, all in a clear weekly report so you always know exactly where things stand.
Daily sampling, error tracking, and standardized playbooks ensure consistent 99%+ accuracy, even as your team scales.
Your strategic point of contact for escalations, reporting, growth planning, and anything outside the day-to-day operational flow.
Most brokerages go live within 2 to 3 weeks. During onboarding, ClearLane connects to your TMS, reviews your rate structures and key customer accounts, documents your operational workflows, and trains a dedicated team on your specific processes.
No. ClearLane plugs into your existing TMS using dedicated login credentials. There is no data migration, no software installation, and no disruption to your current team’s workflow. If your team uses McLeod, TMW, Aljex, Tai, Turvo, or another platform, ClearLane works inside it.
Every ClearLane client is assigned a dedicated team, not a rotating pool of generalists. Your team is trained specifically on your workflows, your rate structures, and your key customers. You also get a dedicated client success contact for ongoing communication and performance reviews.
During the first week, ClearLane runs parallel operations alongside your existing processes to ensure accuracy and consistency. Your dedicated team processes live loads under close quality assurance review. Performance reports are generated daily during this ramp period, and your client success contact is available for real-time feedback.
Every client receives weekly performance reports covering key metrics: POD turnaround time, invoice accuracy rates, AR aging analysis, revenue recovered through pre-billing audits, and any exceptions or issues flagged during the week. Your dedicated client success contact walks through the report with you and addresses any operational questions.
If you add bookkeeping services, a dedicated bookkeeper is assigned to your account during onboarding. They review your chart of accounts, learn your recurring transactions and vendor categories, connect to your accounting software (QuickBooks, Xero, FreshBooks, or Sage), and begin reconciliation. The bookkeeping team is separate from your freight operations team to ensure accounting expertise is not diluted by load-processing work.
Get Started
Book a demo and we'll walk you through exactly how we'd run your back office, using your TMS, your workflows, and your numbers.
