Opportunity Calculator

Expert Opportunity Calculator is an intuitive, easy-to-use solution that helps partners, managing directors, and practice group leaders quickly make informed decisions about pricing. The solution ensures that new business and matters are priced in such as way as to meet—or exceed—firm profitability targets.

Conflicts

Expert Conflicts minimizes the risk firms’ face when taking on new business by thoroughly searching for any potential conflict of interest. The web-based solution’s powerful search engine, robust inquiries, and comprehensive reporting enables professionals to quickly and accurately determine which engagements to accept and which to decline.

File Opening Workflow

Expert File Opening Workflow is a highly configurable, web-based business process management application that helps firms standardize, streamline, and automate new client and matter file openings. Powered by the FloSuite® workflow engine, the solution enables front office staff to initiate, track, and manage the entire file opening process. By ensuring that consistent procedures and best practices are followed, Expert File Opening Workflow minimizes duplicate effort and firm risk.