Big News: Intellistat Matter Planning is now part of BigHand!

Intellistat Matter Planning

Overview

Increase firm profitability through better matter management. Intellistat Matter Planning & Pricing’s sophisticated user-centric dashboard, scenario modeling, and budget tracking enable financial professionals, practice managers, and attorneys to effectively manage the most important drivers of profitability -pricing strategy and staffing methodology.

Intellistat Matter Planning & Pricing enables law firms to plan, track, and manage matters for all fee arrangements. The application enables users to create multiple what-if budget scenarios as they staff an engagement opportunity. With the what-if functionality, firms have the capability they need to analyze the expected profitability of a matter and then ultimately track the actuals costs against one or more budget scenarios. By tracking the matter budgets against actuals, the firm can monitor progress of each engagement and be alerted (via dashboard alerts, scheduled or triggered email summaries) when approaching key milestones and budgetary thresholds. Tracks all financial data associated with matter budgets (and actuals)from Leverage, Revenue, and Realization to Cost and Margin.

The Big Benefits

  • Plan plan, track, and manage matters 
  • Create multiple what-if budget scenarios
  • Track matter budgets against actuals
  • Use budget templates and wizards 
  • Get alerts and notifications

Schedule a demo or discovery call to learn more:

Intellistat Matter Planning History

Key Features

Personalized User Experience

Designed with a rich environment that includes a role-based dashboard view with meaningful charts, critical alerts, a matter watch list, user-defined web links, and more, Matter Planning has been fully fashioned with the user perspective in mind.

Alerts

Displays any items that have crossed a customized alert threshold. Alerts are configured to highlight matters needing attention and can check matter data firm-wide, by practice area, or down to the matter level. In addition to appearing on the dashboard, the alerts can also be sent via email.

Matter Health

Affords attorneys a bird’s eye view of the overall state of their matters and how well they meet client expectations and the firm’s profitability needs. The Watch List displays summaries for matter scenarios of interest to the user. Scenarios are added to this panel by dragging a matter from the Alerts area.

Budget Wizard

Guides users step-by-step, screen-by-screen to create an opportunity and budget scenarios that are linked to matters for comparison to actual costs enabling quick profitability analysis.

Budget Templates

Create a firm defined set of budget templates by any combination of tasks, resources, and time dimensions in order to facilitate rapid creation of new budgets using assumptions unique to your practice.

Joe Zoghbi Author
Jeff Suhr Author
Tom Jones
Rod Wittenberg

Interested in learning more?

Request an informal 10 minute call with one of our specialists.

Looking for another of Iridium Technology's legacy products?

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Looking for another of Iridium Technology's legacy products?

In 2022 BigHand acquired Iridium Technology, extending BigHand's product lines to include the Iridium BI, Intellistat, Steere, and SmartTime product families. Read the news here, and find all the products linked below.

Iridium Products