Data Integration and Analysis

Gain a complete picture of each matter with seamless integration between the different functions within XpertLegal.

You’ll not only manage your cases and understand your spend more holistically, you’ll also gain vision across cases and the practice areas to spot trends, predict future costs, and implement strategic initiatives.

When billing and case management tools are used together, case and legal spend management becomes exponentially more powerful. You are able to manage the case as a whole, not just isolated invoices or case details, and can see how the case’s legal spend is impacted by specifics.

How Billing and Matter Management Integration Works:

• Set specific target costs for a case and monitor the budget as the case progresses through its stages.
• Automatic alerts can be used to warn you when costs are approaching the budget limits.
• Anticipate upcoming workloads and expenses.
• Navigate seamlessly between billing and matter information.
• Administrator determined permissions control user access to data and analysis tools.
• Enable matter-specific management of firm billing rates and audit rules.
• Adjust costs on a matter or invoice level.
• Monitor legal spend in real time.
• Feature rich instant reporting.