Improve Case Mix, WIP, and Client-Matter Performance

Greater visibility improves cash flow by increasing realization, lowering lag between hours worked and entered, and accelerating invoicing and collections. Automatically generate actionable work lists to track high-risk and high-run-rate clients for payment.

Capitalize on unrealized opportunities by identifying cross-sell and up-sell gaps across attorneys and practices. Identify neglected clients through billing trend analysis and surface utilization issues around attorney groups to improve performance against goals.

Increase matter awareness to reduce time in WIP and minimize matters slipping to the back-burner. Improve client communication by providing on-time insight into billing, collections, and productivity for stronger relationships and better outcomes.

Simplify the maelstrom of processes and data complexities. Manage by exception to better adhere to contracted budgets and timelines across practices. Quickly validate whether all hours are applied to correct matters and billed on time.

Increase awareness of revenue and margin against budget and previous period. Easily analyze root causes for billing and utilization issues through slicers and filters. Gain access to real-time 13-week cash flow forecasts by practice, client, matter, and attorney.

Identify problems in average billable rate and margin due to fee-type mix and work-resource mismatches. Minimize non-billable time, write-offs, and write-downs through shared, transparent accountability across your firm for improved profitability.