CounselLink Packages

CounselLink offers flexible plans to fit the diverse needs of corporate legal departments from different industries operating environments, staffing levels, and geographies. You choose the right capabilities for your operations and get a proven solution at a predictable cost.

Create Your CounselLink Solution In 3 Simple Steps:

Your Module

Matter Management

Keep productivity high and focused on favorable outcomes

Select A Plan With The Right Features and Support


Essentials

Simple, cost-effective and easy-to-use best practice foundation

All core capabilities plus

  • Predefined and formatted templates based on industry best practices
  • Standard business rules configured to validate matter data
  • User-defined data fields
  • Access for power users to premium support to address more complicated requests
  • Auditable trail of matter activity
  • Standard integrations such as single sign-on and Service of Process
  • Support to help fine tune application settings post implementation
  • Shared environment to preview new releases


Advanced

Flexible, scalable and integrated solution with configurable capabilities

All Essentials features plus

  • Configurable matter templates
  • Additional configurable business rules
  • Additional user-defined data fields
  • Access to premium support for additional power users to address more complicated requests
  • Additional integration options
  • Technical consulting hours to assist with business expansion and CounselLink configurations
  • Custom reports and dashboards
  • Ability to implement simple process for inside and outside business partners to submit legal services requests to the legal department


Premier

Comprehensive, unique solution that aligns with enterprise demands

All Advanced features plus

  • Unlimited configurable matter templates
  • Unlimited additional business rules
  • Unlimited user-defined data fields
  • Access to premium support for additional power users to address more complicated requests
  • Non-standard integration options
  • Participation in our customer advisory board
  • Named CounselLink support consultant to act as a liaison for all CounselLink related issues
  • Additional technical consulting hours per month to assist with business expansion and CounselLink configurations
  • Dedicated preview session on new functionality for major releases upon request
  • Ability to implement simple process for inside and outside business partners to submit legal services requests to the legal department

Core Capabilities

  • Robust legal spend management including e-Billing, Budgeting, Alternative Fee Arrangements, Cost Allocation, Time Keeper Rate Approval, Billing Guideline Management, and more
  • Outside counsel and vendor collaboration via secure sharing of matters, documents, financial details, calendars, and contacts
  • SmartReview® rules engine that automatically reviews, validates, flags, and adjusts line-item invoice charges to comply with billing guidelines
  • Matter management functionality to quickly access, monitor, and track matters from start to finish
  • Matter budgeting features with alerts and thresholds that notify legal department of budget status
  • $30 billion legal spend benchmarking database to compare law firm rates and performance
  • Integration with Microsoft® Outlook
  • Configurable matter and invoice templates and workflow
    • System configuration support tailored to preferences
    • 24/7 support for corporate legal departments and their law firms
    • Ongoing training, education, and networking opportunities
    • Optional Strategic Consultant services to help legal departments advance their operations and achieve their goals