Feature Overview
Financial Matter Management for Client Transparency
Flexible Planning for Any Level of Complexity
Plan in any way you need to fulfill client expectations
- Plan simple or complex budgets with hourly alternative fee arrangements or multiple fee arrangements in the same matter plan.
Plan to a top level or break down by phase, task, activity, location/cost center, periodic, recurring amounts and user name phases
Plan at a top level or break down
by phase, activity, task, office,
department, cost center, periodic, recurring amounts, free text, and
more
- Create plans from templates
- Use one or more historical matters to create new plans
Plan for portfolios and track accordingly
-
Plan across multi-year matters
with rate & cost increases
Decision Support Tools for Better Matter Outcomes
Have the information at your fingertips to answer the question “Where am I?”
Understand multiple scenarios with What-If analysis and customizable KPIs
Estimate “real” progress against current progress and forward forecast potential overruns that impact profitability
View the impact of write-downs and discounts during matter lifecycle with write-down analysis
Decision Support Tools for Better Matter Outcomes
Have the information at your fingertips to answer the question “Where am I?”
Understand multiple scenarios with What-If analysis and customizable KPIs
Change this to: Estimate “real” progress against current progress and forward forecast potential overruns that impact profitability
View the impact of write-downs and discounts during matter lifecycle with write-down analysis
Monitor & Alert On Anything You Can Imagine
Make sure matters are delivered within scope, budget, and time.
Set up threshold alerts on WIP, Billable,
Billed, Collected, Write-Off, Expenses,
retainers, and more
Create escalation alerts for when hours or
amount are close to budget
Set up configurable email alert templates
and schedule notifications by week,
month and year
Create global notifications to alert on portfolios, client or client families and understand where they
stand against budget
Provide additional information with email
alert attachments such as Excel, PDF, or
custom URLs
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Monitor & Alert On Anything You Can Imagine
Ensure matters are delivered within scope, budget, and time.
Set up threshold alerts on WIP, Billable, Billed, Collected, Write-Off, Expenses, retainers, and more
Create escalation alerts for when hours or amount are close to budget
Set up configurable email alert templates and schedule notifications by week, month and year
Create global notifications to alert on portfolios, client or client families and understand where they stand against budget
Provide additional information with email alert attachments such as Excel, PDF, or custom URLs
Be in the know, at all times.
Schedule alerts to monitor your budget progress.
Create Dashboards & Reportson the KPIs That Matter
Tailor reports the way they best work for you
Flexible dashboard framework with out-of-the-box and custom options
Mix and match widgets & choose from any visualization with drill down and drill through options
Choose any of the 300+ out-of-the-box KPIs or customize your own
Export dashboards & reports in Excel, PDF, or PNG
Business Intelligence Cubes for Improved Performance Reporting
Business Intelligence Cubes for Improved Performance Reporting
Gain insights on your firm’s financial health with detailed performance reports.
Get reports on firm performance, country, region, office, practice area, compensation, etc.
Configurable dashboards with drag-n-drop widgets
Use a first-class warehouse and tabular cube to report at the required granularity