News, Events, & Updates
→Aderant Expert Tables (Beginner and Advanced) & SQL Training in Miami April 23-24, 2019 and April 25-26, 2019 DFTech will be offering a 2-day Aderant Tables Training Class in Miami, FL on April 23rd and 24th. Instructed by Randy Steere, this very popular class covers the tables most used in report writing and provides excellent insight into how Aderant Expert works. The class is helpful for anyone new to the product or anyone who needs to write or understand reports or inquiries. Classes typically include both finance and technical staff. Basic SQL is also taught during the exercises. SQL scripts will be written for WIP, AR, Time Worked, Bills, Cash, Client Credits, Trusts and Writeoffs. Other topics such as AP and GL are covered as time allows. Randy Steere will also be offering a 2-day Advanced SQL and Tables Training Class in Miami, FL April 25th and 26th. This class will include a quick review of basic SQL and aggregates followed by outer joins, unions, temporary tables, stored procedures and correlated subqueries. Tables and data that we will concentrate on will be TBM_CLMAT_PART (participating attorneys), TBM_RATE_FEE (rates), TAT_TIME_NEW, TAT_TIME_MOD, TAT_TIME_BIL (restated WIP). Successful reporting from these tables will allow us to use all of the advanced SQL being taught.
DFTech will be offering a 2-day Aderant Tables Training Class in Miami, FL on April 23rd and 24th. Instructed by Randy Steere, this very popular class covers the tables most used in report writing and provides excellent insight into how Aderant Expert works. The class is helpful for anyone new to the product or anyone who needs to write or understand reports or inquiries. Classes typically include both finance and technical staff. Basic SQL is also taught during the exercises. SQL scripts will be written for WIP, AR, Time Worked, Bills, Cash, Client Credits, Trusts and Writeoffs. Other topics such as AP and GL are covered as time allows.
Randy Steere will also be offering a 2-day Advanced SQL and Tables Training Class in Miami, FL April 25th and 26th. This class will include a quick review of basic SQL and aggregates followed by outer joins, unions, temporary tables, stored procedures and correlated subqueries. Tables and data that we will concentrate on will be TBM_CLMAT_PART (participating attorneys), TBM_RATE_FEE (rates), TAT_TIME_NEW, TAT_TIME_MOD, TAT_TIME_BIL (restated WIP). Successful reporting from these tables will allow us to use all of the advanced SQL being taught.
→PrebillManager 9.5 Released
Data Fusion Technologies, Inc. announces the release of PrebillManager 9.5. This new version continues to add exciting and innovative functionality for our users. We pride ourselves in listening to our clients and adding features that you have asked us to include!
PrebillManager 9.5 Features Include:
Limit Rules that run during Prebill Generation
Audit trail for the user who generated the Prebill
Matter Responsible Attorney and Matter Assigned Attorney as filter options
Matter Code and Name columns to filter in results
Web Page or SSRS as a Tab
Ability to have 6 additional Tabs
Progress bar when Pushing Changes to Aderant
Bill Number and 2 Custom Comment fields to Prebill List
Confirmation/Message box for Close/Complete, Close/Defer and Draft Bill
Prebill Request up to 150 Prebills at one time
Change Billing Attorney prompt for better clarity
Transfers can now automatically transfer to WIP when there is a Bill Number
Added many performance enhancing improvements
Plus many more.....
→DATA FUSION TECHNOLOGIES, INC. ANNOUNCES COMBINATION WITH RANDY STEERE LLC
ORANGE COUNTY, Calif – (June 26, 2018) – Data Fusion Technologies, Inc. (DFTech) the leading provider of business intelligence software applications and consulting services for law firms, is pleased to announce its combination with Randy Steere LLC.
"I am extremely pleased to welcome Randy and his entire talented team into the DFTech family. This combination brings together two companies with similar core values, a ‘client first’ approach, and group of talented, experienced and dedicated professionals. We are excited to expand DFTech’s product and services portfolio with the world class solutions offered by Randy Steere and his team. I also want to extend a warm welcome to all the clients of Randy Steere LLC to the DFTech family. We are looking forward to working with you to continue providing the best solutions, service and support available in the market today.” said Jeffrey Suhr, President of DFTech.
“I, along with my entire team, am excited to combine with DFTech,” said Randy Steere, owner of Randy Steere LLC and now Executive Consultant at DFTech. “I felt this move was in the best interest of not only our staff, but also our clients. We now have more depth available to better serve our clients’ needs, with a complimentary set of products and services we can now offer. This is truly a combination of very similar, like-minded companies that complement each other in just about every possible way.”
As a result of incorporating the entire team of Randy Steere LLC’s experienced resources into DFTech, there will be no transition period or drop-off in service as is typical when combining companies. This will allow DFTech to continue to deliver quality system implementations while offering more value-added services such as Customizations, Financial System Selection and Implementation Consulting, all of which are in high demand at this time.
The combined firm will continue to implement, support and enhance a product portfolio of nine software modules (four in the DFTech Intellistat suite of products, and five from the Steere product line), to a combined client base of over 200 of the largest law firms in the United States, Canada and abroad.
About DFTech – Data Fusion Technologies, Inc. (DFTech), headquartered in Orange County, California is a leading provider of business intelligence technology and consulting services to large law firms. Building on more than 20 years of experience, DFTech offers products and customized services across all major financial systems in the legal industry to ensure long-term success in a rapidly changing market. DFTech’s experienced team of consultants, developers and administration coupled with its attention to service sets the business intelligence standard within the industry. For more information about DFTech, please visit the company website at www.dftech.com.
About Randy Steere LLC – Randy Steere LLC, headquartered in Massachusetts, has been providing quality consulting and innovative products for 20 years. Started exactly 20 years ago by Randy Steere, the company has steadily grown to a current base of over 130 clients and 5 innovative products. Each product was the first of its kind when released, and each continues to be the market leader to this day. Every associate has 15+ years of both legal and technical experience, allowing the company to provide the highest quality consulting and support expertise with one of the best reputations in the industry.
→DFTECH ANNOUNCES APPOINTMENT OF FORMER BIG-LAW EXECUTIVE AS CHIEF CLIENT SERVICE OFFICER
ORANGE COUNTY, California – (October 25, 2017) - Data Fusion Technologies, Inc. (DFTech), a leading provider of world-class business intelligence, planning and reporting solutions for top law firms, announced today the appointment of Tracey A. Sherwood as Chief Client Service Officer. In this strategic leadership role, Ms. Sherwood will be responsible for expanding the company’s relationship with both current and future clients while also providing key input into the direction of the industry leading Intellistat™ suite of products and services.
Ms. Sherwood joins DFTech from global law firm Eversheds Sutherland (US) LLP where she served in various capacities since 2009, including Director of Strategic Pricing. Prior to her time at Eversheds Sutherland, she served as Vice President, Asset Management at First American Commercial Bancorp, Inc., a technology equipment leasing and financing company (now a City National Bank Company), where she also enjoyed a progression of roles and increasing responsibilities.
Ms. Sherwood commented, "I am very excited to join the DFTech team after working with them as a client for many years. The company is comprised of hard working, creative and passionate professionals who operate with a “client first” mentality. My experience as a client gives me a unique context from which to help firms leverage Intellistat’s powerful suite of BI products and services to improve their efficiency and financial performance. I believe the potential for creating client value is tremendous, and hope our clients will find my unique perspective both familiar and refreshing.”
Jeffrey Suhr, President of DFTech commented, "We are pleased to welcome Tracey to DFTech in this important role. More importantly, we are excited to see the value that she will bring to our current and prospective clients through her vast experience and unique insight. The addition of Tracey, along with DFTech’s recent combination with L3 Legal Solutions Inc., signals a fresh commitment to our Intellistat clients that DFTech will provide the highest level of service through the most knowledgeable and experienced resources in the industry. "
→DATA FUSION TECHNOLOGIES, INC. ANNOUNCES COMBINATION WITH L3 LEGAL SOLUTIONS INC
ORANGE COUNTY, Calif – (September 12, 2017) – Data Fusion Technologies, Inc. the leading provider of business intelligence software applications and consulting services for law firms, is pleased to announce the combination with L3 Legal Solutions Inc.
"I am extremely pleased to welcome the team from L3 back into the DFTech family. After being a valued service partner for our Intellistat products for many years, DFTech will look to extend the services traditionally offered by L3 to our professional services portfolio. We are excited to integrate the team into the DFTech culture to help add immediate value to the services we provide for our clients. With the strong growth of new Intellistat sales and strong pipeline in 2017, we anticipate the combination to immediately benefit our current and future implementations” said Jeffrey Suhr, President of DFTech.
“I, along with other senior L3 personnel such as William Marquino, Emily Hartwig and Raymond Conti, are excited to re-join DFTech to help grow the company and deliver world class service to our clients. As a valued partner of DFTech over the years, it was ultimately clear that a combination of our respective teams was in the best interest of our employees, our clients and our shareholders.” said David Hang, former Managing Partner of L3 and new Director of Client Services for DFTech.
By adding experienced resources back into DFTech, there will be no transition period or drop-off in service as is typical in combining companies. This will allow DFTech to continue to deliver quality implementations, while offering more value added services such as Custom Application Development and Intellistat Administration Services, both of which were services previously offered by L3.
About DFTech – Data Fusion Technologies, Inc. (DFTech), headquartered in Orange County, California is a leading provider of business intelligence technology and consulting services to large law firms. With over 110 of the largest firms in North America as clients, DFTech is helping lead the way for firms to “Drive Data to Decisions”. Building on more than 20 years of experience, DFTech offers products and customized services across all major software systems within the legal industry to ensure long-term success in a rapidly changing market. DFTech’s deep-seated knowledge base coupled with its attention to service sets the business intelligence standard within the industry. For more information about DFTech, please visit the company website at www.dftech.com
About L3 - L3 Legal Solutions, Inc. (L3), headquartered in Chino Hills, California is a client services and consulting company specializing in product implementations and custom development using business intelligence technologies. L3 collectively has over 70 years of experience helping law firms find and implement solutions that cater to the unique needs of the legal industry.
→DFTech is proud to now be part of the Aderant Expert Users Community
The Aderant Expert User Community (AEUC) is the principal forum for communication amongst the expert user’s community, sharing knowledge and experience about the core product and integrated applications and services. DFTech is proud to partner and support the growing community of Aderant, users many of who look to integrate world class Business Intelligence solutions onto this evolving platform.
→DFTech is proud to welcome McCarter & English LLP as our newest Matter Planning & Pricing client. McCarter also uses DFTech’s Intellistat Analytics as well as Budgeting & Forecasting
McCarter & English LLP selects DFTech’s Matter Planning & Pricing application to improve matter profitability. McCarter & English LLP, one of the nation’s leading firms, will be implementing DFTech’s latest offering to support the firm’s efforts to plan, price, and track critical client matters.
→DFTech contributes to latest research on law firm profitability
Click here for more on this research.
“The right way to measure profitability is one that is accepted in your firm. The art is to measure it in a way that keeps everybody happy". - Jeff Suhr, SVP Products, Data Fusion Technologies.”
Click here for more insights from Jeff regarding DFTech's approach for law firm profitability analysis.
→Crowe Horwath goes live on Intellistat version 7.5
Longtime Data Fusion customer Crowe Horwath LLP has recently completed an upgrade to Intellistat version 7.5, the latest version of DFTech's Analytics solution. Crowe has been a loyal client since 2003 and has a long history of leveraging the Analytics data warehouse for critical financial and productivity reporting throughout the firm. The implementation was successful due in large part to the well managed coordination between Crowe’s finance and IT groups and DFTech's implementation team.
Jim Himschoot, Crowe’s Assistant Director and Senior SQL DBA comments,
“Like most complex software upgrades, this project required participation from many groups, both internal and external to the firm. What made this upgrade run smoothly was the quick response to issues by all participants and a focus from DFTech’s implementation team to deliver what they promised and work within our tight window to complete this upgrade before the end of our fiscal year. That effort, also, paid off as demonstrated by a very smooth and seamless "go-live" resulting in uninterrupted delivery of analytical financial information throughout the firm.”
→DFTech Introduces Matter Planning & Pricing Solution
“Dorsey & Whitney is pleased to extend our relationship with DFTech through the adoption of Intellistat Budgeting & Forecasting software. We’ve used their Analytics package as well as their Financial Reporting tool extensively for a number of years. The support and customization DFTech has been able to provide have made these tools invaluable for providing access to, and understanding the many complex metrics our firm tracks. Based on the success of the Analytics and Financial Reporting packages here at Dorsey, it was only natural that we looked at their Budgeting & Forecasting software when we decided to implement a new firm-wide budgeting solution. Upon review, it was evident that DFTech did their homework. The ability to aggregate a large number of departmental budgets into a central point as well as work in both domestic and foreign currency was critical. DFTech met this challenge.”Robert “Skipp” Swayze, CFODorsey & WhitneyRead More»