INTELLISTAT

Product Family

The Intellistat product family drives data to decisions. All of the key metrics, tracking, and reporting your firm needs are right at your fingertips. From financial reporting, to matter planning & pricing, and more – your firm’s needs will be met.

The Intellistat products are fully customizable, and we offer excellent customer support to ensure that you’re satisfied with your product choice.

Intellistat Product Offering

Budgeting & Forecasting

Features
  • Intellistat Budgeting & Forecasting is a complete budgeting and forecasting application designed specifically for legal and professional services firms
  • Employee expense modeling allows you to dictate the calculation formulas and application rules based on the configuration of your business
  • Account budgeting that gives immediate access into account-level information to help plan for upcoming costs
  • Employee revenue modeling unlike any other tool on the market
  • G/L inquiry provides G/L transactions and batches subtotaled, filtered, and sorted by segments or vendor
Benefits
  • Flexible and configurable to meet the needs of your firm, specifically
  • Distribute browser-based budget entry screens throughout the firm while maintaining the data integrity of a centralized database
  • Allows for the most detailed entry of budgeted information while still affording your firm the ability to aggregate and report on each dimension

Financial Reporting

Features
  • Meets the complex financial reporting requirements of your firm – think of Financial Reporting as an FRX replacement for generation and distribution of your financial statements and custom reports
  • Snapshot, live data, working, and custom report types available
  • One-touch exports to excel, pdf, and print
  • Integrated with your Active Directory security system, supporting group-based security
  • Navigation, report menu options, and report menu appearances are all configurable and customizable
Benefits
  • Financial reports at your fingertips in record time
  • Ability to pull up-to-the-minute reports
  • Ability to schedule your report creation

Partner Performance & Compensation Portal

Features
  • Streamline your Partner performance review and compensation process through an interactive portal that allows you to review partner performance data, allocate points, and assign bonuses, and determine compensation for each partner
  • Quick, easy comparison of partners and practices
  • Store and review multiple years of key metrics
  • Drill-down into details like client trends, allocation points, and more
Benefits
  • Streamlined performance reviews and compensation processes
  • Reporting and comparisons instantly at your fingertips
  • Multiple years of key metrics stored and available for review

Matter Planning & Pricing

Features
  • A complete wizard-driven solution that enable users to budget, price, manage and monitor individual matters
  • Personalized user experience
  • Alerts configured to highlight matters needing attention and designed to check matter data firm-wide, by practice area, or down to the matter level
  • Fully configurable interfaces for budget scenario options, budget details screen options, and key financials page appearance
Benefits
  • Enables your firm to easily plan, track, and analyze matter budgets to optimize profitability
  • User-centric dashboard with what-if scenario modeling and budget tracking
  • Create and model client, opportunity, or matter-level projects and budgets
  • Track and manage project budgets against actual costs

Intellistat Analytics

Features
  • Intellistat Analytics is a comprehensive, centralized BI platform that provides access to key performance metrics through drillable, interactive visualizations for users of Aderant®, Elite Enterprise®, and Elite 3E®
  • Robust data warehouse which provides month-end reporting capability every day
  • Multi-contextual analysis available in minutes
  • Intelligence Drill-Down (IDD) allows for instantaneous access to statistics through browser-based inquiry
Benefits
  • SQL Server database resides on its own warehouse, lessening impact on your operational system
  • Rapid access to key operating performance metrics
  • Automated management of individual partner, shareholder, partner candidate, and associate performance

Intellistat Dashboards

Features
  • Tightly integrated with the data from your practice management system
  • Highly customizable
  • Dashboards can be tied to one or more group(s) of users
  • Unlimited visualization capabilities per dashboard
Benefits
  • All firm timekeepers empowered to manage their own performance via powerful and informative dashboards
  • Dashboards drive culture of performance and accountability, resulting in higher billable hours, faster billing, and faster collections
  • Dashboards are fully customized to meet the direct needs of your law firm
  • Security is tightly integrated to Intellistat – users can access the data they need but nothing more

Profitability with Allocations

Features
  • Allocate labor costs and overhead in a way that makes sense for your firm
  • Customize your profitability calculations and analysis
  • Reporting available for any level (firm, practice, office, client, matter, partner, or timekeeper)
Benefits
  • Eliminate distrust of confusing systems
  • Bring awareness and guide behaviors to promote profitability
  • Calculate and analyze profitability in a way that makes sense for your law firm

We’ll Beat Your Existing BI Solution

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