Transform Matter Budgeting with Cosine Matter Planning

Live Webinar | July 22

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Join us for a live demonstration of Cosine Matter Planning and discover how law firms are replacing spreadsheets and disconnected budgeting processes with a centralized solution built natively inside Elite 3E.

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Matter Planning helps pricing, finance, legal operations, and partners work together to create accurate matter budgets, evaluate multiple pricing scenarios, support alternative fee arrangements, and monitor budget performance from matter inception through completion. By providing real-time visibility into budget performance and automated threshold notifications, firms can identify potential issues earlier, improve financial oversight, and make more informed decisions throughout the lifecycle of every matter.

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What You'll Learn

During this live session, you'll see how your firm can:

• Replace spreadsheet-based budgeting with a centralized process inside Elite 3E.

• Create and compare multiple pricing scenarios with confidence.

• Build and manage budgets using phases, tasks, and activities.

• Support alternative fee arrangements with greater consistency.

• Monitor budget performance in real time.

• Receive automated budget threshold notifications.

• Improve collaboration between pricing, finance, legal operations, and partners.

• Gain greater visibility into matter profitability and financial performance.

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Who Should Attend

This webinar is ideal for:

• Chief Financial Officers

• Finance Directors

• Pricing Directors

• Legal Project Management teams

• Legal Operations professionals

• Partners responsible for matter profitability

• Elite 3E administrators and business leaders

 

Whether your goal is to standardize budgeting, improve profitability, or maximize your investment in Elite 3E, you'll leave with practical ideas and proven approaches that can help your firm strengthen financial planning and improve matter oversight.