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Budgeting and Forecasting

Budgeting and Forecasting is a real-time, Web-based comprehensive planning and forecasting application for the legal market that provides a single source for your firm’s budgeting and reporting needs.

  • Gain maximum control of how you want to create individual or group views and how you want to view and edit that data.
  • Streamline budgeting processes due to complete integration with Elite Enterprise and 3E
  • Gain better visibility into forecasting with powerful and robust tools that effortlessly generate financial alternatives based on different parameters.

Budgeting and Forecasting provides the ability to perform top-down modeling of an organization’s financial performance. With Budgeting and Forecasting, you can also create bottom-up modeling in order to plan and forecast from any level of the organization, with granular exceptions and adjustments.

  • Plan confidently with budgeting and forecasting software specifically designed for the legal industry
  • Quickly distribute budgets and forecasts with easy-to-use Excel-based solution
  • Automate your entire back office budgeting with capabilities that allow you to integrate to time and billing, HR and payroll systems
  • Adjust forecasts easily with top-down modeling assumptions, versioning, and what-if modeling
  • Gain better insight with robust spreading capabilities
  • Expand planning with year-round forecasting
  • Increase flexibility with multi-company and multi-currency capabilities
  • Effortlessly create new versions from prior budgets and forecasts or financial actuals
  • Quickly change cash flow by modifying revenue or compensation factors
  • Increase or decrease account balances across any level of department or practice area
  • Set new financial targets and trickle down changes

Contact your Elite account representative by completing the Information Request Form or by calling +1 800-977-6529.



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