Design & Implementation
For Law Firms Implementing Systems
A well designed finance and practice management system is essential to the growth and success of a law firm.
Your team is running a firm, developing and maintaining relationships, supporting professional development, and fostering a positive and enjoyable work environment. It is important to add dedicated support from experts to help facilitate the intricate and often complicated details of your back-end system.
This is where we step in: to manage the complexity and relieve that burden.
Implementing a Financial System for the First Time?
Bringing on Sync Consulting at the beginning of your implementation project ensures you have a smooth experience purchasing, designing, and implementing a finance and practice management system. One of our experts will guide you through the process, helping to secure competitive pricing and solutions that your law firm actually needs.
Say Goodbye to project fatigue & burnout.
Your existing financial system is outdated, complicated to use, or insufficient for your law firm's needs. You know you need a more robust system, but the options available feel overwhelming, confusing, and challenging to implement.
Our team has years of experience and best-practice knowledge under our belt, and we are here to help.
Go from this…
→ Not knowing what questions to ask the finance and practice management system vendor.
→ Feeling overwhelmed by the number of service options and add-ons, and not knowing what you actually need.
→ Already trying to balance managing a team with running and growing a business, and not having the time or the bandwidth to figure out something new.
…to this!
→ Having an expert in your corner to answer the questions you never thought to ask, as well as communicate with the provider on your behalf.
→ Trusting that you are being advised honestly, and are signing up for services that will benefit your firm.
→ Being able to hand over this project to trusted experts, who you know have your best interests in mind, and will guide you through the entire design and implementation process.
We design and implement finance and practice management systems for our clients in a way that sets you up for success.
Services Include
Sync Consulting works with firms at all stages of their system management. We do it all, from planning to support, and post live system optimization.
Here are some of the ways we support our clients:
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System implementations, upgrades and Cloud migrations
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Guidance and consultation on practice management and financial systems
Implementation and post-live support
Comprehensive in all areas, including month-end financial support and balancing
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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 all tasks from intake to 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 or technology changes.
Our experts work with you to negotiate a fair and competitive quote from the system provider, ensuring you are only paying for what you need.
And then, the magic. Our team works to build out and implement your new 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 firm's needs change.