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Mitratech CaseCloud™ Legal Spend Management (formerly AdvoLogix)

Manage Legal Spend and Control Budgets, Workflows, and Compliance

Overview

See How Mitratech CaseCloud™ Legal Spend Management (formerly AdvoLogix) Works

  • Mitratech CaseCloud™ Legal Spend Management provides complete control over the financial, project, and communication aspects of utilizing legal service providers and outside counsels in your legal operation.

  • Legal Vendor Management: Provides the full 360 view of your vendors along with associating them as participants to your matters, assigning timekeepers to track your legal fees/expenses, and enabling them with capabilities for legal service providers.

  • Legal Invoice Management: Support e-Billing for legal service providers, review invoices before payments, and check for compliance against your standard legal practice norms, and structures within your organization using custom invoice rules.

  • Budgets & Financials: Vendor and matter-level analytics out-of-the-box. With the ability to prepare your budget by phases or person roles or build your budgets by vendors for multiple matters or allocate budgets by UTBMS and other taxonomies.

  • Legal Spend Analytics: Integrated view for your vendors, matters, and budgets with full visibility into your invoices. Includes a report builder to build your own reports, dashboards and charts with capabilities to include them on individual vendors.

  • Legal Service Provider Portal: Our integrated legal service providers solution provides baseline support with capabilities to import your LEDES 1998B e-Billing files as invoices. With an automatic scan against your configured invoice rules.

  • Supports Alternative Fee Arrangements including flat/fixed fees, retainers, contingency-based & success fees, hourly fees, and custom fixed fees based on organizational needs. Advantages of AFAs: Instead of hourly billing, the focus is on the output.

  • Accruals-Based Accounting: Records transactions when money is received or spent, e.g., when the invoices are paid. This provides an accurate picture of a company’s financial position as they can see what is coming, versus, remediating after the fact.

Mitratech CaseCloud™ Legal Spend Management enables complete control over legal projects, legal spending, and communication related to matter management involving legal service providers, outside counsels, and internal teams. Legal matters that involve legal service providers and outside counsels can be managed in a streamlined way to create and assign tasks, responsible parties and budgets, and provide client portals for complete collaboration. Legal invoices are automatically validated for compliance with terms. No more surprise invoices or long phone calls to resolve invoicing issues. Invoice control and web-based visibility ensure legal projects are on time and on budget. Mitratech’s legal spend management and analytics provide you with the transparency, control, and actionable insights to reduce legal spend and monitor budgets - outside counsel spend management and legal vendor management - enabling you to reduce legal vendor inquiries, minimize manual data input, mitigate budget overruns, and drive compliance. Contact us today to learn more!

Categories

Business Needs
Finance
Accounting
Compensation Management
Industries
Horizontal Product
High Tech
Professional Services
Personas
Administrator
Business Operations Manager
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Accessible Solution
This company indicates that their solution meets certain accessibility standards. To learn more, review the Accessibility Conformance Report provided by the company. We don't independently audit a solution's accessibility.
View Report
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile
Accessible Solution

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