Enabling Intelligence Through Innovation
Business Intelligence & Reporting for ProLaw Users
Terminus Proâ„¢ uses semantic-architecture to intelligently pull data from ProLaw and other data sources to create interactive, actionable intelligence for every role within a firm. Users are empowered and able to access ProLaw wherever they are, whenever they want! Terminus Proâ„¢, maximizes IT investment while increasing productivity, profits, growth, transparency and overall client satisfaction!
Features:
Enabled Users
Frequently Used Reports
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Includes all important Financial reports in an easy accessible format such as Operating Profit, Income and Expense Activity, Trial Balance, Trust Account Activity, Balance Sheet Activity, and Cash Flow Activity
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Finance users can now view accounting activity both visually and in report format which expedites reconciliation and simplifies period closing activity.
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Also includes over 20 pre-built reports organized by Timekeeper, Client and Matter. Popular reports include Revenue Summary by Timekeeper, Realization, Utilization, Missing Time, Billing Summary by Client, and Budget Summary by Matter
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These readily available reports help your users to easily access the information they frequently look for.
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Reports are mapped to your firm’s data, and are refreshed daily.
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Users can customize views, add data, move columns, do equations, highlight cells, change dates, filter data and much more.
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Drill into the report data for more details, saving valuable time in reconciliation.
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Reports can be shared within Terminus Pro, emailed or exported to Excel.
Data On Demand
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Web-based Terminus Proâ„¢, allows users to access firm data wherever they are, whenever they want it
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Easy to use Drill-Down capabilities provide instant answers to client questions, without IT or administrative assistance
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Access information at the granular level from all data sources, not just ProLaw, extending the life of IT investments
Custom Reports
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Easy drag-and-drop feature allows users to create customized reports in seconds, without involving IT
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Visually attractive reports available in a variety of appealing formats
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Save reports for later use, or easily share throughout the firm
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Export to Excel to effortlessly share externally
Alerts & Triggers
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Receive alerts when a certain measure is triggered. Never miss a milestone & stop undesirable mishaps
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With customized alert notifications, users can set delivery frequency, delivery method, and recipient
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Useful to all roles within a firm from missing time, to aging accounts receivables
Role-based Dashboards
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Users are assigned entitlement roles to determine their data accessibility
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Role-based dashboards create instant access to favored KPIs, but are easily customizable and auto refresh daily
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Attorneys can quickly track time and matter information without administrative support
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Managing Partners can access all firm data, and monitor firm health with one click
Enabled Users
Managing Partners
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With an in-depth view of firm metrics, Managing Partners can quickly make data driven decisions, seeing trends as they emerge, and react accordingly
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Customized dashboards catered to specific areas of interest, such as financial performance, profitability, productivity, billing, growth, and budgets open instantly upon logging in and are refreshed daily.
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Receive alerts if measures aren’t meeting expectations and take action as it happens, keeping the firm healthy and prosperous
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With detailed, granular reporting, users have complete transparency, helping to increase clients’ trust
Attorneys
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Attorneys are no longer tied to their desks in order to access firm data. With Terminus Proâ„¢,, they need only web browser to access client, matter and billing information.
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Professionals can provide instant reports to clients and, with Excel exporting, email them exactly what they need
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Customize dashboards for current matters, clients, time, expenses and WIP
Financial Managers
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With custom reports and over 20 KPI's, Financial Managers can look at data in a way that is most relevant to your firm
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Terminus Pro intelligently pulls data from all sources leading to confident analysis and direction in making data-driven suggestions to improve the firm’s financial health.
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Refreshed-daily dashboards can focus on revenue, cash, AR, realization, budget and much more.
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Alerts for missing time, WIP, and aging AR can help maximize billing, minimize write-offs and plan the cash reserves
IT Specialists
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Increase productivity and resources with effortless custom reporting that doesn't utilize IT resources.
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Terminus Pro increases longevity of IT investments as it seamlessly integrates with new or changed data sources, with minimal downtime
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Helm360's engineers are experts in ProLaw and work side-by-side with Elite in product development and support
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Implementation takes less than 40 hours and includes training. In just days, users are ready to start extracting information and making data-driven decisions