Plan and React with Confidence

Does your firm have the necessary information it needs to make critical business decisions? Or is your firm grappling with out-of-date data in multiple systems? Budgeting & Forecasting gives you the visibility you need, so you can confidently plan and review firm productivity, efficiency, and profitability.

Budgeting & Forecasting is a web- and Microsoft Excel-based solution for budgeting & forecasting of operating expenses, fee earner revenue, fee earner compensation, and capital expenditures. Top-down budgeting & forecasting lets you push global assumptions from a firm-wide level down to the individual fee earners. In turn, Budgeting & Forecasting allows you to build your budget and forecasts from the lowest level of detail, including the fee earner and GL level, directly in the familiar Excel environment.

Budgeting & Forecasting is integrated into 3E and Enterprise and quickly plugs into human resources and payroll systems to provide a standard process that helps eliminate errors, instantly correct issues, and save time. With its modular design, you can start anywhere—including budgeting, forecasting, reporting, long-range planning, analysis, and modeling—to create your perfect solution.

  • Track if your firm is on-budget with real-time insights that boost budget intelligence and protect profits
  • Reduce implementation time by up to 50% by using pre-configured worksheets and reports designed for law firms
  • Skyrocket efficiency and accuracy with an automated system tailored for finance