Case Study: Legal Shield saves over 300 hours and streamlines reporting with insightsoftware's Spreadsheet Server

Legal Company Cuts Unnecessary Time Spent on Reports with Use of Spreadsheet Server

Legal Shield, a consulting firm, was struggling with time-consuming, error-prone reporting—rekeying ERP data into spreadsheets, manual multi-step processes, slow report creation and limited ability to analyze account activity. To address these challenges, Legal Shield selected insightsoftware’s Spreadsheet Server to provide a live, Excel-based reporting interface with drill-down access to sub-ledger details.

insightsoftware implemented Spreadsheet Server (including the Fixed Asset Subledger) to centralize reporting, automate data extraction and distribution, and enable self-service report creation. The solution removed disparate static Excel sheets, improved data accuracy and visibility, streamlined month-end close, auditing, budgeting and forecasting, and boosted analytical capability—saving Legal Shield more than 300 hours in one year.

Legal Shield

Twila Shelton

Controller