Articles & Insights

Expert insights on legal billing, BI, and templates.

Discover what’s working for firms like yours. Our team shares lessons from hundreds of implementations, helping you avoid common pitfalls and accelerate success. Explore insights on business intelligence, legal billing (Prebill & Proforma), template solutions, and real case studies.

Featured Beyond the Silos: How Law Firms Can Unify Data with BI Solutions

Business Intelligence

Beyond the Silos: How Law Firms Can Unify Data with BI Solutions

Sam Elrazek 1

By Sam Elrazek

Director, Business Intelligence

Law firms are spending millions upgrading their practice management systems (PMS), but they're not getting the full value from that investment.
Two people wearing suites reviewing notes on a tablet computer.

Case Study

Long-Term Relationship Drives Success for Baker Botts’ Aderant Expert Migration

Jen Parker

By Jen Parker

Manager, Marketing & Admin
Unlocking Billing Analytics: A Guide to Data-Driven Process Improvement 1

Legal Billing

Unlocking Billing Analytics: A Guide to Data-Driven Process Improvement

Jim Lafferty 2

By Jim Lafferty

Director, Paperless Billing Solutions
Making Law Firm Billing More Efficient:

Legal Billing

Making Law Firm Billing More Efficient: A Practical Guide to Managing Proformas

Jim Lafferty 2

By Jim Lafferty

Director, Paperless Billing Solutions
The Emergence of QR Codes in Legal Billing

Legal Templates

The Emergence of QR Codes in Legal Billing

Matt Klem 2

By Matt Klem

Innovation Manager
We Literally Wrote the Book on Template Development

Legal Templates

We Literally Wrote the Book on Template Development

Matt Klem 2

By Matt Klem

Innovation Manager
Implementing Paperless Billing:

Legal Billing

Implementing Paperless Billing: A Practical Guide for Law Firms

Jim Lafferty 2

By Jim Lafferty

Director, Paperless Billing Solutions
Template Considerations for Cloud Migration: A Practical Guide for Law Firms

Legal Templates

Template Considerations for Cloud Migration: A Practical Guide for Law Firms

Matt Klem 2

By Matt Klem

Innovation Manager

Legal Templates

Best Practices for Legal Template Systems in Multi-Office Law Firms

Campbell Barrett 2

By Campbell Barrett

President and CEO
BI Solutions for Law Firms: A Practical Guide to Unlocking Actionable Insights 1

Business Intelligence

BI Solutions for Law Firms: A Practical Guide to Unlocking Actionable Insights

Sam Elrazek 1

By Sam Elrazek

Director, Business Intelligence
Modernizing Law Firm Reporting: From Legacy Systems to Business Intelligence

Business Intelligence

Modernizing Law Firm Reporting: From Legacy Systems to Business Intelligence

Sam Elrazek 1

By Sam Elrazek

Director, Business Intelligence
Mastering Month-End Billing: Optimizing High-Volume Proforma Review

Legal Billing

Mastering Month-End Billing: Optimizing High-Volume Proforma Review

Jim Lafferty 2

By Jim Lafferty

Director, Paperless Billing Solutions