Find resources/attorneys in ranked order based on custom criteria such as job title, skill, Bar admissions, activity history, etc.
Compensation Review
Seamlessly plan and manage attorney pay increases, bonuses and rewards across your entire firm.
Compensation Detail
Manage all direct and indirect payments that you give to an attorney in exchange for the work they do for your business.
Performance Review
Allows you to manage the ongoing process of communication between the firm and an attorney that occurs throughout the year, in support of accomplishing the strategic objectives of the firm.
Financial Insights
Answer specific business questions and forecast possible future financial scenarios.
Detailed views of financial data & insights provide the tools for firms to gain a deep knowledge of key trends and take action to manage performance and pay equity throughout the firm.
Compensation Review
Seamlessly plan and manage attorney pay increases, bonuses and rewards across your entire firm.
Compensation Detail
Manage all direct and indirect payments that you give to an attorney in exchange for the work they do for your business.
Performance Review
Allows you to manage the ongoing process of communication between the firm and an attorney that occurs throughout the year, in support of accomplishing the strategic objectives of the firm.
Financial Insights
Answer specific business questions and forecast possible future financial scenarios.
Detailed views of financial data & insights provide the tools for firms to gain a deep knowledge of key trends and take action to manage performance and pay equity throughout the firm.
New Case/Matter Automation
Create, modify and number new Case/Matters by type, sub-type and results.
Aggregate, maintain and easily access all associated documents, notes, cross references, and reassignments. Auto file initiation from pre-suit to archival (complaints, referrals).
RFP's
Create and manage RFP responses.
Route for review and approval.
Automated Intake and Activity creation.
Integrated with Resource Bio to easily include with RFP response.
Intake
View number of current requests.
Automated New Intake formal process featuring Activity Intake Form aggregates all related information, financial templates, and proposed approval routing.
Approval routing system linked to new Case/Matter feature.
Create, modify and number new Case/Matters by type, sub-type and results.
Aggregate, maintain and easily access all associated documents, notes, cross references, and reassignments.
Automated file initiation from pre-suit to archival (complaints, referrals, etc.).
Activity Tracking
Activity health monitoring based on client-defined criteria (phases, detail, time spent, start date, etc.).
Automated color coded Gantt charts.
Expansive task detail inputs and associated cost tracking.
Document Management
Aggregate, store and easily access all documents relating to Case/Matters.
Client Management
Collects and displays all information pertaining to each client including location, industry, relationships, contacts, financial details, and invoicing.
Client system links to Case/Matters and Financial modules for full integration.
Client dashboard access capabilities.
Activity health monitoring.
Automated color coded Gantt charts.
Expansive task detail inputs and Case/Matter cost tracking.
New Case/Matter Automation
Create, modify and number new Case/Matters by type, sub-type and results.
Aggregate, maintain and easily access all associated documents, notes, cross references, and reassignments. Auto file initiation from pre-suit to archival (complaints, referrals).
RFP's
Create and manage RFP responses.
Route for review and approval.
Automated Intake and Activity creation.
Integrated with Resource Bio to easily include with RFP response.
Intake
View number of current requests.
Automated New Intake formal process featuring Activity Intake Form aggregates all related information, financial templates, and proposed approval routing.
Approval routing system linked to new Case/Matter feature.
Create, modify and number new Case/Matters by type, sub-type and results.
Aggregate, maintain and easily access all associated documents, notes, cross references, and reassignments.
Automated file initiation from pre-suit to archival (complaints, referrals, etc.).
Activity Tracking
Activity health monitoring based on client-defined criteria (phases, detail, time spent, start date, etc.).
Automated color coded Gantt charts.
Expansive task detail inputs and associated cost tracking.
Document Management
Aggregate, store and easily access all documents relating to Case/Matters.
Client Management
Collects and displays all information pertaining to each client including location, industry, relationships, contacts, financial details, and invoicing.
Client system links to Case/Matters and Financial modules for full integration.
Client dashboard access capabilities.
Activity health monitoring.
Automated color coded Gantt charts.
Expansive task detail inputs and Case/Matter cost tracking.
Budgeting & Cost Analysis
Create and maintain detailed budgets identifying all related (internal, external, consulting, etc.) Case/Matter costs.
Track actual vs. budgeted Case/Matter costs.
Automated alert systems for cost discrepancies.
Billing, Invoicing, & Rebilling
Automatically generate invoices for internal and external customers.
Stand alone use + existing billing system integrations.
Financial Planning
Budget projection for specific Case/Matter integrates with Financial Plan template retaining and updating information for the entire Case/Matter lifecycle.
Enables Actual vs. Budgeted cost analysis.
Real-time data access and financial monitoring.
Budgeting & Cost Analysis
Create and maintain detailed budgets identifying all related (internal, external, consulting, etc.) Case/Matter costs.
Track actual vs. budgeted Case/Matter costs.
Automated alert systems for cost discrepancies.
Billing, Invoicing, & Rebilling
Automatically generate invoices for internal and external customers.
Stand alone use + existing billing system integrations.
Financial Planning
Budget projection for specific Case/Matter integrates with Financial Plan template retaining and updating information for the entire Case/Matter lifecycle.
Enables Actual vs. Budgeted cost analysis.
Real-time data access and financial monitoring.
Calendars
View attorney specific to-do lists, tasks & deadlines, time off requests and days taken.
Automated direct reports summarize task lists.
View Docketing calendar and notes.
Time Entry
Enables attorneys to enter time against Case/Matters for accurate, billable hours invoicing and tracking.
Automatic time entry submission and management approval system.
Time Off Requests & Approvals
Enables attorneys to submit time off requests directly to management and monitor approval status.
Calendars
View attorney specific to-do lists, tasks & deadlines, time off requests and days taken.
Automated direct reports summarize task lists.
View Docketing calendar and notes.
Time Entry
Enables attorneys to enter time against Case/Matters for accurate, billable hours invoicing and tracking.
Automatic time entry submission and management approval system.
Time Off Requests & Approvals
Enables attorneys to submit time off requests directly to management and monitor approval status.
Single Source of Truth
Customizable dashboards aggregate all firm data into one simple, highly consumable source of truth.
Delivers unique, 360 degree insights for better understanding of current business state and more effective future planning.
Charts & Widgets
Customize dashboard to your specific needs with extensive charting and widget options with drill through capabilities.
Role Based Configuration
Control access and deliver insights to the right people.
Simple role-based configuration.
Single Source of Truth
Customizable dashboards aggregate all firm data into one simple, highly consumable source of truth.
Delivers unique, 360 degree insights for better understanding of current business state and more effective future planning.
Charts & Widgets
Customize dashboard to your specific needs with extensive charting and widget options with drill through capabilities.
Role Based Configuration
Control access and deliver insights to the right people.
Simple role-based configuration.
Automated Reports
Access to information related to Case/Matters and attorney resources.
Simple, consumable, and easy to use & customize.
Performance Metrics
Automatically measures attorney performance metrics such as total costs, revenue generated, and time/hours spent on Case/Matters (individual and aggregate).
KPI & Profitability Analysis
Enables visibility and insight into key profit centers in real-time.
Automated Reports
Access to information related to Case/Matters and attorney resources.
Simple, consumable, and easy to use & customize.
Performance Metrics
Automatically measures attorney performance metrics such as total costs, revenue generated, and time/hours spent on Case/Matters (individual and aggregate).
KPI & Profitability Analysis
Enables visibility and insight into key profit centers in real-time.
