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Matter Pricing, Budgeting and Monitoring
Project Planning and Task Management
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Platform Features
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Platform Features
Matter Pricing and Budgeting
Top down or bottom up
Can link to project plan
Fully integrated with billing system
Supports all the complexities of large law firm budget models
Explore Pricing and Budgeting
Project and Task Management
High Level or Detailed Project Planning
To Do lists for team members
Client Ready Status reports and Gantt charts
Explore PM Features
Client Ready Reporting and Analysis
Professional reports branded around your firm
Pivot analysis for matters and portfolios
Schedule reports and notifications around client expectations
Explore Reporting and Analysis
Matter and Portfolio Financial Monitoring
Near real-time matter financials
Budget to actual reporting and alerts
View single matter or custom portfolios
Explore Dashboards
Custom Matter Scoping and Attribute Forms
User configurable forms designer
Supports client or matter-specific capture of scope, attributes, contacts, dates, or any information needed
Empowers lawyers to fully meet the needs and expectations of clients
Explore Templates
