financial system optimization & support
For Law Firms Ready to Improve or Expand an Existing System
A solid, reliable, and efficient finance and practice management system is essential to the growth and success of a law firm.
Whether you are looking for a change, or change has found you before you were ready, we are here to help.
Let us help you.
Reworking or Upgrading Your Elite 3E System?
Whether you need to rework your system to accommodate changes or upgrade your system, working with experts is always the right choice. One of our experts will assess your current setup, understand your bottlenecks and pain points, and create a plan of action to get your system back on track and working for you.
It’s Time for a System that Actually Works
Your current financial system is incomplete, outdated, or can’t keep up with your firm's needs. You know you need a more robust system, that is tailored to your team and their needs, and can withstand the inevitable growth you are forecasting.
Our team is here to help.
Go from this…
→ You have poured hundreds of hours, and thousands of dollars into your finance and practice management system, but you still feel like you are chasing your tail.
→ Your team feels frustrated with the back-end systems, because they haven't been properly trained in how to use them, and it's leading to wasted time and unhappy employees.
→ Your business is growing, but your finance system can’t keep up, and you don't have the time or the know-how on how to fix it.
→ When you reach a speedbump with the system, and ask for support you have to wait hours (or days) for an answer, which often feels even more confusing.
…to this!
→ With proper consultations and planning, have a system built for your needs, while you get back to running the business, and serving clients.
→ Having expert training sessions for your whole team, in 1:1 settings, to educate everyone on how the back end systems work, and can actually optimize their workflows.
→ Having your system adjusted to meet the new needs of your business, and future proofing it, so it keeps working for you as you grow.
→ Being able to turn to a trusted expert who knows the ins and outs of your system, and can troubleshoot questions, and problem solve for you.
We upgrade financial management systems for our clients in a way that makes you sigh with relief and lets you get back to work.
Services Include
Not only do we work with clients to implement systems that work for their firm's needs, but we also stay by your side after you are live to ensure the whole team feels comfortable and confident.
Here are some of the ways we support our clients:
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Financial system implementations, upgrades and Cloud migrations
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Guidance and consultation on Elite 3E design, setups and testing.
Implementation and post-live support.
Comprehensive in all areas, including month-end financial support.
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Whether it’s 3E reporting or the use of Business Intelligence Tools, our team can turn your data into knowledge you can use.
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Custom test script creation, application testing, performance testing, user acceptance testing (UAT), end-to-end integration testing.
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Turning our experience, expertise and knowledge into solutions that work for your law firm.
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Comprehensive 3E finance team support for firms with staffing gaps - our team can perform tasks like intakes or collections, and everything in between. We can also support you with month-end balancing and bank reconciliation.
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Requirements gathering, design, testing and quality assurance of your third-party integration solutions.
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Comprehensive training on all 3E modules.
Training materials, reference guides and documentation.
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We are a proud Intapp services partner. Work with us on your Billstream design and implementation.
Our Process
Through consultations, we gain an understanding of your law firm's needs, bottlenecks, and workflows.
We collaborate with you to design a system that is effective and efficient for your current needs, but we also account for your inevitable business growth.
And then, the magic. Our team works to build out and implement your upgraded finance and practice management system, covering every small detail. We brainstorm and problem-solve, test our solutions, and refine the overall processes.
Once everything has been implemented, we then work closely with your team to train everyone on the new system, ensuring confidence in using it in their day-to-day work tasks.
After the project is complete, and your business continues to grow and evolve, you can feel reassured by our ongoing support systems or follow-up consultations to clarify, make tweaks, or pivot as your law firm's needs change.