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News, Events, & Updates

New Webinars

DFTech Webinar

IntelliStat not only addresses issues large law firms face while preparing the budget or forecast, but also when managing the performance against that plan throughout the year

We make it simple:

  • IntelliStat converts your legacy data as well as integrates many of the business rules you already have in place within your current Clarity, Aderant and Excel budgeting tool!
  • IntelliStat automates all calculations required to properly model Fee Revenue (Cash or Accrual), Compensation expenses as well as Fixed Assets and Depreciation.
  • IntelliStat’s robust security helps ensure that financial data is securely consumed across the enterprise, while enabling a full audit trail through the process.
  • Actual financial data (transactions) are seamlessly integrated and available not only to assist in preparing the budget, but to also help explain variances throughout the year

IntelliStat Budgeting & Forecasting is the first budget tool “built from the ground up" to support how Professional Services Firms (Law Firms, Accounting Firms & Consulting firms) budget. Tightly integrated with today’s most prevalent Financial Systems (Elite 3e/Enterprise as well as Aderant Expert), IntelliStat automates the budgeting process by leveraging your financial data and budget modeling techniques for Revenue (Cash or Accrual, Expense (Compensation, Benefits & Payroll Taxes) as well as CapEx (Fixed Assets and Depreciation).

IntelliStat Budgeting & Forecasting

  • Completely automates the Budgeting, Forecasting and Financial Inquiry functions within your firm
  • Intuitively analyzes actuals-vs-budget variances with while providing you the ability to drill down into the underlying AP/GL transactional data
  • Distributes browser-based budget entry screens throughout your firm with the integrity of a centralized SQL Server based database
  • Converts data from legacy budgeting systems, ensuring a complete picture of historical budget data
  • Turns budgeting into a business tool, not an administrative burden

IntelliStat Budgeting & Forecasting
Software Webinar

Date: Tues, January 17th
Time: 11:00 AM (PST) / 2:00 PM (EST)

IntelliStat Budgeting & Forecasting
Software Webinar

Date: Thurs, February 9th
Time: 11:00 AM (PST) / 2:00 PM (EST)


Updates

 DFTech is proud to welcome McCarter & English LLP as our newest Matter Planning & Pricing client. McCarter also uses DFTech’s Intellistat Analytics as well as Budgeting & Forecasting.

McCarter & English LLP selects DFTech’s Matter Planning & Pricing application to improve matter profitability. McCarter & English LLP, one of the nation’s leading firms, will be implementing DFTech’s latest offering to support the firm’s efforts to plan, price, and track critical client matters.

 DFTech contributes to latest research on law firm profitability:


client-value-lawClick here for more on this research.
 

“The right way to measure profitability is one that is accepted in your firm. The art is to measure it in a way that keeps everybody happy". - Jeff Suhr, SVP Products, Data Fusion Technologies.”

 

Click here for more insights from Jeff regarding DFTech's approach for law firm profitability analysis.

 

 

 DFTech recently completed an implementation project of Intellistat Analytics version 7.5 for new customer Richards, Kibbe & Orbe LLP, a prestigious New York firm with additional offices in Washington DC and London:

RK&O selected Data Fusion due in large part to its desire to leverage their current financial data in ways they could not with their existing reporting tools and Data Fusion’s long history of delivering solutions that provided detailed and customizable tools to make sense of this data.

Gennadiy Shumakh, RK&O’s Financial Systems Manager comments,

“The Data Fusion Team really impressed me with speed with which they took our requirements and delivered a solution that met all our needs. The process met with my tight schedule requirements and has given RK&O access to critical information in a quick and intuitive fashion not previously available to us. We really are happy that we chose Data Fusion to be our analytics provider.”

 

 Crowe Horwath goes live on Intellistat version 7.5:

Longtime Data Fusion customer Crowe Horwath LLP has recently completed an upgrade to Intellistat version 7.5, the latest version of DFTech's Analytics solution. Crowe has been a loyal client since 2003 and has a long history of leveraging the Analytics data warehouse for critical financial and productivity reporting throughout the firm. The implementation was successful due in large part to the well managed coordination between Crowe’s finance and IT groups and DFTech's implementation team.

Jim Himschoot, Crowe’s Assistant Director and Senior SQL DBA comments,

“Like most complex software upgrades, this project required participation from many groups, both internal and external to the firm. What made this upgrade run smoothly was the quick response to issues by all participants and a focus from DFTech’s implementation team to deliver what they promised and work within our tight window to complete this upgrade before the end of our fiscal year. That effort, also, paid off as demonstrated by a very smooth and seamless "go-live" resulting in uninterrupted delivery of analytical financial information throughout the firm.”

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“The Intellistat data warehouse and reporting interface provides near real time access to financial information previously only accessible via custom SQL queries out of Elite. Information is easily accessible to both attorneys and administrative staff with limited application training required. Data Fusion has been a strategic partner with our Finance group in delivering a highly effective business reporting solution to support our growing business.”

Tom E. Turnbull - Director, Financial Analysis & Planning
Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
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