Key Metrics of Company's
Post Implementation
Measures case resolution time, billing accuracy, client retention, and document management efficiency. Enhances service delivery and operational performance.
+10%
+5-10%
Common Industry Problems
Legal and professional services firms face significant challenges around time tracking, billing accuracy, client management, and regulatory compliance. Many still operate with disconnected software or manual systems that make it hard to maintain accurate records of billable hours, track client communications, and produce timely invoices. These inefficiencies often result in revenue leakage, reduced realization rates, and missed billing opportunities. Additionally, compliance with client confidentiality standards and legal regulations requires rigorous documentation and security practices, which many firms struggle to implement consistently. On top of that, lack of visibility into project progress, staffing utilization, and firm-wide performance makes it hard for partners and leadership to make data-driven decisions.
Our Solution
AET implements Odoo ERP for legal and professional services firms to bring all key functions—case management, time tracking, billing, HR, and compliance—into a single, streamlined platform. Our solution replaces spreadsheets and outdated tools with a secure, cloud-based system that supports real-time visibility and collaboration. Time tracking and invoicing are automated and linked directly to client records, ensuring every billable hour is captured and invoiced accurately. The CRM and project tools allow firms to track client interactions, deadlines, and performance with full transparency. Built-in compliance and document management features help protect client confidentiality and simplify audit readiness. With AET’s ERP implementation, law firms, consultants, and service providers gain the clarity and control needed to scale profitably, serve clients more effectively, and operate with greater confidence.
Sales modules are useful in business development-heavy firms (e.g., marketing agencies, consultancies). For law firms, they may be more lightly used but can still support lead tracking, RFP responses, and referral management.
Legal and consulting firms rely heavily on accurate, real-time financial tracking. ERP-based accounting solutions support trust accounting, retainers, invoicing, expense tracking, and multi-entity financial management. These tools reduce manual entry, enhance compliance, and improve cash flow visibility.
Professional services run on billable time, deadlines, and deliverables. Project management modules allow firms to track hours by client, case, or project; manage tasks; and allocate resources efficiently. This ensures deadlines are met, budgets are controlled, and profitability is tracked at every stage.
Client relationship management is crucial for law firms, consultants, and agencies. CRM tools organize communications, automate follow-ups, manage pipelines, and provide client history. This improves retention, cross-selling, and service personalization.
HR tools manage time-off policies, payroll, compliance certifications, and performance tracking. They're especially useful in larger practices with complex staffing needs, partner tracks, and continuing legal education (CLE) compliance.
Relevant only for firms offering digital products (e.g., downloadable contracts, webinars, or subscriptions). Otherwise, not a core need in most legal or consulting practices.
Rarely applicable in legal or professional services unless the firm offers products (e.g., templates, training materials) sold at the front desk or via kiosk-style setups.