Your firm's
finance systems
team, on demand.
Two things law firms struggle to staff: the analytics layer, and hands-on Elite 3E expertise. We do both — realization, collections, WIP, and profitability reporting that stays current, plus 3E administration, upgrades, and integrations. On a flexible monthly plan, not a full-time hire.
Your firm holds years of valuable data in systems few people can work in. Getting a straight answer out of them still takes days. We change that — as an ongoing partner, not a project with an end date.
See your whole firm, at a glance.
One always-current view of the financial performance that runs a firm — realization, collections, WIP, and matter profitability — plus the reports you need as your questions change. No exports, no spreadsheet workarounds, no waiting on someone to rebuild anything.
- Realization, collections, WIP, and matter profitability
- Interactive Power BI dashboards, built for your firm
- Month-end and board-ready reporting on your timeline
A foundation you can trust.
Your billing data is messy — inconsistent phase and task codes, duplicate matters, unposted time. We normalize and reconcile it into one clean source of truth, so your executive reporting ties out down to the penny. Everything else, and everything AI, depends on this.
- Raw billing data cleansed and reconciled
- Data lake & data warehouse implementation
- Built on Microsoft Fabric as the data platform
3E, without the headcount.
Most firms run Elite 3E without a dedicated internal expert, so upgrades slip, integrations break quietly, and every small change waits on a vendor ticket. We work inside 3E the way an in-house administrator would — configuration and archetype development in the 3E IDE, workflow design, security, and the SQL schema underneath it all.
- Fractional and interim 3E administration
- Version upgrades — environment refresh, UAT, and cutover
- Integrations with Intapp Time, Intapp Open, and more
Ask your data a question.
With the right foundation in place, AI stops being a gimmick. We build custom data agents that let your team ask about realization, WIP, or practice-group margins in plain language — and get answers you can rely on, grounded in data structured to be correct.
- Custom data agent implementation
- Runs securely within your own Microsoft environment
- Accuracy first, because finance demands it
Specialists, not generalists.
Most analytics providers work across every industry and go deep in none. We work only with law firms. We understand how firms run, how they bill, and what their leaders need to see — because it's the world we work in every day.
That focus is also why we can work at both ends: inside the systems your finance data lives in, and on the reporting layer that sits above them. Most providers can only do one, and the handoff between the two is where firms lose months.
Your hours cover either side of the work — analytics or Elite 3E — so you can spend them where the firm needs them that month. Unused hours roll over once, into the following month. No long-term contracts; scale up or down anytime. We'll size the right plan together on the call.
Jose created a centralised, purpose-built dashboard powered by Power BI that turns our data into real-time, decision-grade insights. We now have accurate visibility into our team's financial and operational performance, with no more manual workarounds or fragmented reporting. I would absolutely recommend Jose to any law firm looking to unify reporting across their systems.
Built for law firm finance, and nothing else.
Jule started from a pattern we kept seeing: law firms all need the same financial metrics and KPIs calculated, but few have the in-house talent to build the modern foundation that makes it possible — the AI-ready data models, data warehouses, and Power BI dashboards that turn scattered numbers into real answers.
That work led us straight into the systems underneath. We spend our days in Elite 3E — its archetypes, workflows, integrations, and database schema — which is why firms now bring us in for the platform itself as often as for the reporting on top of it.
So we built a firm that does exactly that, and only that. We focus entirely on law firm financial systems and data, which means we're not learning your world on your dime — we already know it. We bring the technical depth most firms can't hire for, delivered as an ongoing partnership rather than a one-off project.
The answers are already in your data.
Book a free roadmap call. We'll review your setup and map out what's possible — whether or not we end up working together.
Book a free roadmap call