Overview

The Budget and Retainer Negotiations Platform is a centralized tool designed to streamline the budgeting and forecasting process between internal legal teams and outside counsel firms. It replaces fragmented Quip-based workflows with a structured, scalable system that supports multi-user collaboration, real-time updates, and integrated tracking of budgets, forecasts, and notes.

Impact

~1100 hours of time savings

for Legal customers involved in budgeting process

Minimal legal fees growth year-on-year

Due to efficient, data driven decision making

Risks worth $1M+ mitigated

Due to transparency and streamlined workflow
Received the leadership award for customer obsession.

Process