Case Study: Private Equity Investment Firm achieves real-time legal spend visibility and proactive budget control with Apperio

Investment Firm - Customer Case Study

Investment Firm, a private equity firm managing many funds and external law firms, lacked real-time visibility into legal fees. Deal teams were managing budgets retrospectively and inconsistently across numerous cost centres, so the organisation didn’t have a single source of truth for legal spend. To fix that, they implemented Apperio’s legal spend platform to give teams instant, transparent insight into fees and activity.

Apperio delivered a holistic dashboard, automated alerts and year‑on‑year spend comparisons that put the same data in front of deal teams, legal leaders and management. As a result, the Investment Firm gained better control over matter-level time allocation, reduced end‑of‑deal “surprises,” strengthened relationships with outside counsel and improved forecasting and investor reporting—turning legal leaders into more proactive business partners.