Fully integrated with Billing for timekeeper and client/matter rates
Virtually unlimited pricing flexibility for modeling fee arrangements of any type
Model rates, overall fees and disbursements, and block/phase/task estimates using top-down, bottom-up plus any type of discount/fixed/variable calculations
Analyze predicted profitability and related profitability factors at granular and high levels
Generate unlimited versions for scenario comparison and reporting
Budget Management
Track actuals to budget automatically based on allocation rules
Produce client-ready reports and emails on a scheduled or on-demand basis, aligned with your clients' requirements
Unlimited numbers/types of budgets supports multiple budget reporting
Monitor predicted and actual profitability throughout the matter lifecycle
Analyze historic budgets and actuals for comparable matters as optional basis for new budgets
Align Your Firm's Processes Using Configurable Budgeting Methods and Rules
Use templates to model or auto-create budgets and plans
Design scoping forms and budget questionnaires based on matter attributes
Enable workflows for budget approvals
Send and receive notifications around any guidelines or metrics
Full support for multi-currency around the firm's rules for cross-currency valuation
