Case Study: Phoenix Group achieves real-time visibility into legal spend and accruals with Apperio

Phoenix Group - Customer Case Study

Phoenix Group, the UK’s largest long‑term savings and retirement business, faced limited visibility into legal spend as invoices arrived late and work‑in‑progress (WIP) went untracked. Rapid growth by acquisition magnified the challenge: legal ops relied on manual spreadsheets to aggregate firm invoices and couldn’t accurately manage accruals or budgets — so the team sought a solution such as Apperio’s legal spend tracking and analytics software.

Apperio integrated directly with Phoenix Group’s panel firms to collect billed and unbilled time, send alerts (for example when a file is opened), and present interactive dashboards for real‑time WIP, budgets and accruals. The result: Apperio gave Phoenix Group a single view of panel spend, cut the time spent on manual accrual tracking, improved budgeting and contractor conversations, and helped the company “definitely” reduce overall legal spend while preserving collaborative firm relationships.

Phoenix Group

Sarah Gormley

Head of Legal Operations