Legal spend reporting

Legal spend by matter, firm and business unit, monthly

LegalFinanceAnalysis

NetSuite, Snowflake, Tableau

How a run goes

The steps this agent takes, in order, and what each one leaves behind.

Reads the invoices, the matters and the budget

Reports legal spend by matter type, firm, business unit and month against the budget

Computes the spend cuts and the variances

Flags the matters over budget and the firms whose rates rose

Drafts the report

Drafts the monthly report for the general counsel and the finance partner

Works in

NetSuite, Snowflake, Tableau

What it does

Reports legal spend by matter type, firm, business unit and month against the budget
Flags the matters over budget and the firms whose rates rose
Drafts the monthly report for the general counsel and the finance partner

Pull financials and post entries with approvals.

Query and materialize warehouse data with your existing roles.

Surface published views and data sources in a run.

Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.