Financial & Budgeting
Challenges
No Alerts for Budget Overruns
They only find out they've gone over budget after it's already happened, when it's too late to fix.
Inconsistent Fee Arrangements
Hard to manage different billing structures (hourly, flat, capped fees) without a centralized tool.
Unclear Spend by Vendor or Law Firm
They can’t easily compare law firm performance or costs across matters.
No Central Source of Truth for Spend
Spend data is scattered across invoices, emails, and internal systems, leading to duplication and misalignment.
No Integration with Finance Systems
They struggle to reconcile legal budgets with actuals in ERP or accounting systems.
They only find out they've gone over budget after it's already happened, when it's too late to fix.
Inconsistent Fee Arrangements
Hard to manage different billing structures (hourly, flat, capped fees) without a centralized tool.
Unclear Spend by Vendor or Law Firm
They can’t easily compare law firm performance or costs across matters.
No Central Source of Truth for Spend
Spend data is scattered across invoices, emails, and internal systems, leading to duplication and misalignment.
No Integration with Finance Systems
They struggle to reconcile legal budgets with actuals in ERP or accounting systems.
Reporting & Oversight Gaps
Poor or Nonexistent Reporting
They can't generate clean reports for leadership, finance, or board meetings without lots of manual work.
Inability to Monitor KPIs or Trend
There’s no dashboard to track spend by category, vendor, or time period, limiting strategic insights.
Reactive Rather Than Proactive Budgeting
Budgets are static and not updated dynamically based on real-time activity.
Difficulty Enforcing AFAs or Rate Agreement
Alternative fee arrangements aren’t monitored systematically, so firms may overbill without detection.
Audits Are Stressful and Incomplete
Pulling together audit trails, approvals, and spend data is painful and incomplete.
Operational Inefficiencies
Time-Consuming Invoice Reviews
Manual reviews eat up hours, especially when checking for compliance with billing guidelines.
No Historical Data or Benchmarks
They can't learn from past matters or set realistic budgets because historical spend is hard to analyze.
Difficult to Track Scope Changes
When a project expands, there's no easy way to update or communicate budget changes proactively.
Unclear Approval Workflows
Budget or spend approvals happen informally or over email, creating audit risks and confusion.
No Role-Based Access
Everyone either has full access or none, there’s no way to share specific budget views with the right stakeholders.
Manual reviews eat up hours, especially when checking for compliance with billing guidelines.
No Historical Data or Benchmarks
They can't learn from past matters or set realistic budgets because historical spend is hard to analyze.
Difficult to Track Scope Changes
When a project expands, there's no easy way to update or communicate budget changes proactively.
Unclear Approval Workflows
Budget or spend approvals happen informally or over email, creating audit risks and confusion.
No Role-Based Access
Everyone either has full access or none, there’s no way to share specific budget views with the right stakeholders.
Collaboration & Accountability Issues
No Collaboration Between Teams
Legal, finance, procurement, and outside counsel don’t share the same data or budget tracking tools.
Lack of Accountability for Overspend
It’s unclear who approved what, making it hard to hold internal or external teams responsible.
Difficult to Align Budget with Legal Strategy
Without visibility, they can’t connect budget decisions to risk priorities or strategic goals.
Vendor Pushback on Budget Caps
Law firms claim there was no clear communication or tracking of the agreed budget limits.
Hard to Enforce Internal Cost Controls
They lack automated guardrails for spend thresholds, billing rates, or phase approvals.
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Rolling Forecasts
& Budget VisibilityCompares 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.View Demo
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Integration with
Existing SystemsStructured 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.View Demo
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Law Firm
Performance InsightsEvaluates 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.View Demo -
Bulk Budget Entry
& Custom CategoriesEnabled legal and executive teams to measure caseloads, turnaround times, and outcomes in real time.View Demo -
Budget Types
SupportedSupports 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.View Demo
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Centralized &
Real-Time VisibilityA 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.View Demo
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Decision Support
& Custom ReportingEmpowers 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.View Demo
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B2B Distributed
Access ModelThis 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.View Demo
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