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NetSuite solutions for legal practices

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Automate accounting and gain clarity with data-driven, AI-enhanced insights
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NetSuite solutions for legal practices

Streamline case-level accounting visibility across trust accounts, case loans and case expense management

Access the convenience and power of Oracle NetSuite’s cloud-based enterprise resource planning (ERP) system through direct integration with Filevine and other case management platforms. RSM advisory services, augmented by artificial intelligence-driven insights, enable you to build a centralized hub that delivers vital information on demand. Get quick dashboard visuals for any case, including details like case expenses, trust balances and loans.

Accelerate your firm with NetSuite and Filevine

Combine the power of two industry-leading software packages, NetSuite and Filevine, to accelerate your firm’s efficiency and growth. RSM has integrated NetSuite with Filevine to create a cohesive end-to-end solution, with AI-enabled tools that support accurate real-time data flow across both platforms.

Get the job done with targeted law firm industry solutions

RSM has built extensive knowledge implementing NetSuite for law firms, including implementation support, cost estimation and return-on-investment development for partner approval. Throughout these stages, we use AI to help capture and organize information, freeing up more time for us to focus on the decisions that matter most to your firm.

We can also customize NetSuite to your specific needs and offer ongoing managed support to maximize your investment as your firm grows. AI-enabled insights during optimization identify areas for improvement, helping you get the most value from the system.

RSM and NetSuite address the most common pain points for law firms

RSM’s NetSuite legal industry team combines cross-functional experience in legal services with technological innovations and AI capabilities that deepen client relationships, giving your firm a competitive edge. We use AI for advanced process automation and intelligent operational support throughout the project life cycle to help implement a dedicated NetSuite ERP solution for law firms that can address the critical challenges legal practices face today.

Limited functionality
Law firms commonly face limited accounting software choices, often QuickBooks solutions that can be outgrown or inflexible legal-specific options. NetSuite offers a scalable platform that keeps you at the forefront of advancements, including AI-enabled tools.
Multiple legal entity support
Many firms are expanding and may operate multiple legal entities, which most popular law firm software options don't support. NetSuite has strong support for managing multiple legal entities and accessing consolidated reporting.
Lack of Filevine integration
Many firms using Filevine seek more advanced and robust accounting options. NetSuite and RSM’s connector seamlessly integrate the two systems. Cases and expenses from Filevine sync with NetSuite, while NetSuite financials are accessible within Filevine.
Inefficient trust accounting
Managing trust balances is essential. NetSuite's built-in trust account management streamlines reconciliation, reporting and operations. RSM configures your system to fit your firm's specific needs.
Ineffective reporting and business insights
Law firms often struggle to obtain clear metrics on case profitability, office performance and financial breakdowns by case type or attorney. NetSuite's flexible reporting structure and RSM’s understanding of your specific needs give you the visibility to answer those questions on demand.

1,400+

Legal services industry clients across assurance, tax and consulting

10

NetSuite Worldwide Solution Provider Partner of the Year awards

40+

NetSuite legal services industry consultants

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RSM’s NetSuite consulting team offers cross-functional experience in legal services. This extensive background allows us to offer RSM Velocity, a proven implementation approach designed for law firms that gives you a jump-start. The offering includes a pre-packaged bundle of law firm reports, automations, roles and configurations designed for your area of practice.

AI-driven methods support each phase of the process, accelerating delivery and providing greater clarity to configuration decisions.

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