
Meet Budget Expectations
Enhance Your Firms Efficiency through accurate and profitable matter plans.

Streamline Decision-Making
Make it easy for partners to decide on matter plans with What-If, Write-Down, and Burn Analysis.

Track Matter Progress
Keep track of matter spend & the KPIs that matter to the client with configurable and automated email alerts & notifications.

Transparency with Reporting
Streamline your reporting timeline to clients with customizable dashboards including Excel & PDF exports.
Empower Partners To Have Better Financial Conversations With Clients
80% of clients want to see budgets for their matters.
Partners need flexible budgets to meet client needs and monitor actuals. With the right data at their fingertips, partners can keep clients informed on matter progress and manage their teams to avoid write-downs and overruns.
Partners need flexible budgets to meet client needs and monitor actuals. With the right data at their fingertips, partners can keep clients informed on matter progress and manage their teams to avoid write-downs and overruns.