Case Study: McKool Smith achieves proactive management and real-time financial visibility with Thomson Reuters Elite 3E

Better Visibility Into Firm Performance Enables Proactive Management With 3E

McKool Smith, a leading U.S. trial firm with about 130 lawyers in six offices, was constrained by an outdated financial and practice management system that couldn’t deliver the advanced, real-time reporting and matter budgeting needed for contingency work, tighter client budgets, and rapid growth. Management needed better visibility into conflicts, lawyer productivity, matter costs and resource allocation to move from reactive to proactive firm management.

The firm implemented Thomson Reuters Elite 3E with a guided, on-time/on-budget conversion and Project Quality Model, enabling customized workflows, faster conflict checks, flexible reporting, matter budgeting and dashboard access for fee earners and shareholders. As a result McKool Smith now generates historical and forecast analyses in minutes, manages budgets and resources proactively, improves internal and client communications, and has more reliable metrics for evaluating attorney productivity — delivering quick ROI and long-term scalability.

McKool Smith

Steve Bassinger

Director of Accounting