01
Fragmented matter data
Case files scattered across email, drives and standalone tools — no single source of truth for matters, clients or deadlines.
THE REALITY
Legal & advisory firms run on tools built for another era.
Most practices still juggle desktop accounting suites, shared drives and spreadsheets to run matters, bill retainers and report profitability. The result is invisible margin leakage, slow closes and a tech stack that can't absorb AI or automation.
02
Billing built for the 90s
Retainers, hourly work and pass-through expenses tracked in spreadsheets, leaking revenue every month.
03
Legacy tools, no AI
Sage and A3-era stacks are rigid, closed and impossible to extend — automation and AI workflows simply don't fit.
04
No real profitability view
Partners can't see margin by matter, client or department until the year closes — decisions run on gut feel.
The opportunity: a cloud ERP that treats matters, retainers, disbursements and departmental P&L as first-class objects — not bolt-ons.
THE SOLUTION
A NetSuite ERP built for legal work
We tailored NetSuite end-to-end to solve the exact pains of law firms and advisory practices — from matter management to disbursements and departmental P&L.
01
Case Management
RECORDS
- Legal matters with multiple clients or client groups
- Department-level matter ownership and task allocation
02
Retainer Billing
TIME MANAGEMENT
- Mixed billing: legal retainers + regular matters
- Mass invoicing of retainers in a single run
- Management-hour reports per retainer
03
Resource Management
People & Rates
- Rate cards by advisor / lawyer profile
- Matter assignment and progress tracking
- Automatic fee uplift over time
04
Disbursements
EXPENSE MANAGEMENT
- Automatic generation of disbursement notes
- Full control of pass-through spend and collection
05
Cost Allocation
Departmental P&L
- Cost allocation by hour, department, level and location
- Automatic allocation of matters to departments
- Cost groups and departmental P&L reports
CAPABILITIES
NetSuite-powered ERP for legal & advisory
As an Oracle NetSuite Alliance Partner, we extend NetSuite — the #1 cloud ERP — with the workflows, billing models and compliance that legal firms actually need.
Time & Billing
Capture every billable minute and bill it without spreadsheets.
Case Lifecycle
From intake to closing, with tasks, deadlines and documents in one record.
Retainers & Mixed Billing
Recurring retainers, fixed fees and hourly work invoiced in a single run.
Disbursements & Expenses
Pass-through costs, client recoveries and automated notes.
Departmental P&L
Real-time profitability by department, partner, matter and client.
Compliance
Native compliance with Spanish e-invoicing and Verifactu requirements.
Workflow Automation
Approvals, escalations and rate uplifts handled by the system, not by email.
Multi-Entity & Multi-Office
Consolidate offices, entities and currencies in a single ledger.
WHO WE SERVE
Legal segments we support
Law Firms
From boutique practices to multi-office firms running complex matters and retainers.
Advisory & Accounting Firms
Tax, labor and accounting advisors replacing legacy desktop suites with a modern cloud ERP.
Legal & Tax Advisory Groups
Multi-disciplinary firms needing departmental P&L and consolidated reporting.
In-House Legal Operations
Corporate legal teams tracking matters, vendors and external counsel spend.
WHAT SETS US APART
Legal expertise. Engineering depth.
We don't bend a generic ERP to fit your firm. We start from how matters, retainers and disbursements actually flow — and configure NetSuite around that.
Legal-Native Workflows
Matters, retainers, rate cards and disbursements modeled in NetSuite from day one.
Compliance Ready
Verifactu, e-invoicing, GAAP/IFRS and local statutory reporting covered.
Legacy Migration
Proven migrations from legacy desktop suites and spreadsheet stacks.
AI-Ready Platform
Open APIs and AI integrations that legacy legal tools simply can't match.
Move your firm off legacy. Onto NetSuite.
Stop fighting legacy desktop suites and spreadsheets. Run matters, retainers, disbursements and departmental P&L on the #1 cloud ERP — tailored to your firm.