Case Study: Legal Shield saves over 300 hours with Spreadsheet Server

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

Legal Shield, a consulting firm in the legal industry, needed a better way to handle reporting from its ERP system. The team was spending too much time rekeying data into spreadsheets, managing manual multi-step reporting processes, and struggling to create reports quickly or analyze account activity in depth. Legal Shield selected Spreadsheet Server to improve financial and general ledger reporting, including fixed asset subledger reporting.

With Spreadsheet Server, Legal Shield centralized reporting, removed static Excel sheets, and gave users live, Excel-based access to data for faster report creation and better accuracy. The vendor’s solution also enabled drill-down to sub-ledger details and reduced dependence on IT, streamlining month-end close, board reporting, budgeting, and audit/tax schedules. As a result, Legal Shield saved over 300 hours in one year and was able to do more with fewer resources.

Legal Shield

Twila Shelton

Controller