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Law firm management

Advanced Financial Solutions

Gain greater accuracy into firm productivity, efficiency, and profitability

Gain better visibility to your firm's financials

Turn to Advanced Financial Solutions, a Microsoft® Excel® toolset that provides better visibility so you can confidently report on firm productivity, efficiency, and profitability. Stay competitive and protect your bottom line using powerful data allowing you to instantly respond to client needs and measure firm performance. Four powerful solutions are offered as standalone products or as a package.

Advanced Financial Solutions works for your firm

Advanced Financial Reporting

Avoid unplanned costs

Advanced Financial Solutions eliminates the process of emailing and consolidating of spreadsheets or other sources of data. Personalised dashboards give decision makers the ability to drill down to key metrics and reports.

  • Improve decision making with comprehensive, up-to-the-minute financial insights covering firm performance and trends
  • Transform your data into meaningful, actionable information on a user-friendly dashboard

Budgeting & forecasting

Forecasting and budgeting for analysis and reporting

Easily access the full audit and work-flow history so you know the who, what, where and when of data being entered.

  • Confidently plan and review firm productivity, efficiency, and profitability
  • Track your firm’s budget in real time with profit-protecting insights
  • Boost budget intelligence and quickly deliver critical data to decision makers

Profitability

Historical audit and workflow data

Stay competitive and protect your bottom line using powerful data to instantly respond to client needs and measure firm performance. Advanced Financial Reporting is a Microsoft® Excel® solution that provides better visibility so you can confidently report on firm productivity, efficiency, and profitability.

  • Gain visibility into profitability drivers, making it easier to optimise cost management
  • Generate accurate cost rates by leveraging direct and indirect cost data
  • Increase efficiencies and profits by calculating profitability analytics by practice, fee earner, client and matter
  • Make informed business decisions backed by reliable financial data and persona-based dashboards tailored and filtered for what each manager needs

Partner compensation & accounting

Maximise partner retention and recruitment

Enable transparency in financial decisions between your firms partners by using a single solution that works for everyone. Advanced Financial Solutions creates personalised reports and uses data to help you and your firm do the following:

  • Easier management of compensation for firm leadership
  • Enable tracking of the partner’s current account, tax reserves, capital
  • Produce accurate and secure reports that will allow for the proper decisions regarding partner compensation

End-to-end optimisation and support

A comprehensive portfolio of services is available to support a broad array of business needs. From business process consulting, solution implementation and deployment, and specialised technical services to ongoing support, education, and training, Our service team is there for you every step of the way.

Get started with a free demo

Ready to learn more about Advanced Financial Solutions? Contact our sales team today.