Third ChairLegal

Finance & Practice CFO

Know what is happening financially before month-end.

Third Chair connects case costs and trust in every plan, with QuickBooks Online, invoicing, cost write-offs and check approvals in Professional and Premier. The optional Practice CFO add-on, available with any plan, adds cash flow, budgets, financial statements, Fee Pipeline, compensation and firm financial reporting.

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Connected capabilities

  • Case costs & trust — every plan
  • QuickBooks, invoicing & cost write-offs — Professional+
  • Check requests & approvals — Professional+
  • CFO overview — Practice CFO add-on
  • 13-week cash flow with what-if planning — Practice CFO add-on
  • Budgets and budget vs actual — Practice CFO add-on
  • Financial statements — Practice CFO add-on
  • Fee Pipeline — Practice CFO add-on
  • Profit per case — Practice CFO add-on
  • Firm scorecard — Practice CFO add-on
  • Cost of carrying advanced costs — Practice CFO add-on
  • Settlement timing — Practice CFO add-on
  • Partner distributions — Practice CFO add-on
  • Headcount and payroll planning — Practice CFO add-on
  • Compensation and bonus plans — Practice CFO add-on
  • Case Cost Monitor — Practice CFO add-on
  • Monthly CFO report — Practice CFO add-on

01 / Finance

See what your firm has invested in each matter.

Case costs and trust accounting are included in every plan. The optional Practice CFO add-on adds budgets, budget vs actual, Case Cost Monitor, cash flow, financial statements and financial reporting to keep leadership close to the numbers.

02 / Finance

A request, an approval, a payment. One connected workflow.

Professional and Premier include check requests, approvals, client invoicing and cost write-offs. Trust information stays connected to matter activity. QuickBooks Online in Professional and Premier provides connection and automatic sync, invoices and checks for printing when authorized.

03 / Finance

Connect the pipeline to realized fees and compensation.

The optional Practice CFO add-on includes Fee Pipeline, profit per case, compensation and bonus plans, and a monthly CFO report. It connects realized fees to configurable compensation plans rather than treating one firm's model as universal. Understand the cases behind the results.

QuickBooks and Intuit are trademarks of Intuit Inc. Intuit does not endorse Third Chair Legal.

See what your firm could run from one place.

Cases, operations, finance and intelligence — connected in Third Chair Legal.

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