Engage
Easily Plan and Manage Alternative Budgets
Thomson Reuters Engage is the first Engagement Planning and Management (EPM) solution to help lawyers easily build and manage the engagement plans of matters and matter portfolios. With an intuitive design, it seamlessly integrates with existing management information systems, including Elite Enterprise and ELITE 3E, to help you meet client demands for transparent, predictable costs – even when working with alternative fee arrangements.
- Successfully plan and manage plans and adjust spending accordingly to stay profitable
- Deliver high-value, cost-effective services at predictable costs for your clients
- Build your firm’s working processes around how your attorneys work
Engage pulls information directly from your firm’s existing management information systems, including time and billing, human resources, email and customer relationship management. With this continual monitoring, you can track a matter’s performance against plan and have a current snapshot at any time.
- Pull actual data from your time and billing system to create comprehensive plans and budgets
- Build budgets on the fly
- Achieve greater transparency and visibility into matters and portfolios
- Benchmark progress against historical performance and monitor against current plan
- Adjust timekeeper and staff assignments, timelines, and budgets to stay on plan and ensure profitability
- Create new matter frameworks based on previous matters
- Review running totals of costs by phase, report time by activity, and drill down to more details
- Streamline the creation of detailed and reliable budgets and work plans based on your firm’s historical data rather than guesswork
- Monitor the financial health of any matter in a portfolio at any time
To learn more about Engage, visit Thomson Reuters Engage.