Legal Budget Tracker - Case Study

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Disjointed
Communication

Case updates were scattered across emails and disconnected systems.

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Lack of
Operational Visibility

Attorneys and staff had no shared dashboard to track progress or see who was responsible for what.

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Limited
Executive Insight

Leadership lacked a consolidated view of active matters, upcoming deadlines, or case performance metrics.

Our solution is designed to give legal and finance teams full control over litigation budgeting through a powerful set of features that improve accuracy, visibility, and collaboration. From tracking forecast vs. actual costs to integrating seamlessly with existing systems, each capability is built to streamline workflows and support strategic decision-making. The following features work together to provide a centralized, secure, and flexible budgeting environment tailored to the complex needs of in-house legal operations.

Rolling Forecasts
& Budget Visibility

Compares forecasted costs with actual expenses each month, quarter, or year. Highlighting significant variances and trends in law firm costing accuracy to provide quarterly budget snapshots, allowing teams to track cost movements and adjust forecasts as needed.

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Law Firm
Performance Insights

Evaluates the accuracy of law firm forecasts, enabling benchmarking and accountability at the vendor level, helpng teams assess law firm performance and adjust vendor selection based on historical data.

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Integration with
Existing Systems

Structured budget data was pushed back into enterprise matter management systems, bridging the gap between high-level legal trackers and detailed spend forecasting,ensures smooth data flow and consistency across platforms.

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Centralized &
Real-Time Visibility

A centralized system offers a single source of truth for litigation budgets, reducing reliance on scattered Excel files and fragmented communications. Dashboards provide near real-time insights into spend and projections, improving decision-making and team collaboration.

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Bulk Budget Entry
& Custom Categories

Enabled legal and executive teams to measure caseloads, turnaround times, and outcomes in real time.

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B2B Distributed
Access Model

This model ensures confidentiality by allowing outside counsel to only view their own data. It maintains secure access, preventing unauthorized data visibility and protecting sensitive information.

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Budget Types
Supported

Supports various budget types, including 12-month rolling forecasts, lifetime budget tracking, and options for quarterly or monthly cost tracking. This flexibility allows teams to tailor budgeting methods to their needs.

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Decision Support
& Custom Reporting

Empowers in-house teams with custom reporting tools to make strategic decisions based on real-time financial data. Reporting cadences are flexible, allowing teams to adapt the insights to their specific business needs.

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Phase 1

1. System Assessment
2. Process Mapping
3. Integration Planning

Phase 2

1. Core Development
2. Migration
3. Testing.

5-3

Phase 3

1. Deployment
2. Training and Documentation
3. Support Setup.

6-1

Results & Benefits

Cut Monthly Reconciliation
Time by 400%

Reduces manual effort, frees up legal and finance teams for higher-value work.

Track 100% of Legal Spend
in One System

No more lost invoices or unassigned costs, ensuring complete, centralized data minimizing errors and improving trust in reports.

Real-time Visibility into
Legal Budgets

Enables proactive monitoring, faster insights, and better decision-making.

[Client Name] didn’t just need software — they needed a solution that matched the nuanced financial reality of legal operations. Sympo delivered a system that:

Mapped directly to the way their budget works — including complex internal allocations and rolling forecasts
Reduced administrative overhead by automating repetitive tracking tasks

Built trust with finance by ensuring audit-ready data and consistent reporting

Most importantly, it helped the legal team shift from reactive tracking to proactive financial management — without needing to overhaul their entire tech stack.