Helm360 provides customer-inspired technology solutions for legal, financial, and professional services firms around the world.
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Trusted by legal and professional services firms around the world.
Perfect your technology,
evolve your business.
Your time is precious. The right technology puts it back in your control.
Helm360 helps legal and professional services firms optimize their systems, data, and processes so they can concentrate on their customers, not their software. We specialize in business intelligence and data analytics solutions and are proud to provide market-leading customer service. Our commitment to clear communication, intelligent innovation, and customer-centric creativity keeps our business growing and thriving year after year.
We needed a consulting firm that had extensive knowledge of the main PMS solutions and could easily work as part of the internal Harneys project team. We found that in Helm360. This was true collaboration.
Osa Osawe, Group Finance Projects Director
Our Offerings
We make legal tech easier.
You need your tech to work at its best, always — but staying on top of all the patches, upgrades, and maintenance takes dedicated effort and expertise. Helm360’s worldwide network of legal tech and business intelligence experts collaborate with you and identify the best way to move your firm forward! We have extensive experience helping firms integrate best-of-breed technology solutions to boost their efficiency and productivity.
Helm360 had the right skills and experience to help us validate our Elite 3E implementation. As well as producing a large number of detailed test cases, they were also a key advisor and helped ensure that our setup & customization decisions would lead to a smooth transition from Elite Enterprise to Elite 3E.
Steve Capon, Head of Global Finance Projects
Consulting Services
Sustainable, pain-free improvements.
From implementation support to advisory services, our team of specialist business consultants are experts in solutions like Elite 3E, Enterprise, ProLaw, and IntApp. We offer a variety of comprehensive, modular services that can be start-to-finish or single-step engagements.
QA Testing
Ensuring all your key business processes are working after an upgrade is critical. With a ready-to-go test case library and team of experts, our market-leading Elite 3E QA Testing Services offering is the most comprehensive package for firms wanting to de-risk their implementation or upgrade. Helm360 experts know exactly how to find, fix, and then re-test all of your firm’s customizations. Our unique combination of processes, assets, and knowledge will ensure that your firm has a smooth, efficient upgrade experience.
Upgrade Preparation
Our team helps you effectively and efficiently prepare your systems for upgrades. We review customizations, make needed modifications, and help train your staff on new software. We offer support both during and after your go-live date.
Reporting, Development, & Integration
Helm360 consultants work on the front lines of reporting and business intelligence. Our global team is ready to develop and deliver everything you need, from 3E IDE workflows to BizTalk/IntApp integrations to 3E Templates to entirely bespoke solutions. We partner with you and your vendors to ensure that new technology integrates well with your existing software. We also ensure all applications communicate well with each other, debug areas that perform poorly, and provide general support. If you need SSRS or Power BI reports, we have the right technology, data experience, and talent pool to bring you invaluable insights.
Meet Termi
The next generation of AI, built for this generation of lawyers.
Termi is a chatbot solution that helps attorneys attract and onboard more clients, deliver their services, and get ahead of their paperwork more quickly and easily than ever before.
My impression is that Termi could well be the missing link in driving greater technology adoption at law firms – particularly at mid-sized and larger law firms with multiple sophisticated but disparate systems. By uniting those systems through an intuitive, chat-based interface, Termi makes interfacing with those systems a no-brainer for law firm professionals – as easy as asking a question.
From Bob Ambrogi of LawNext
Powerful Information On Demand
With Termi’s simple text-based interface, activities like conflict searches, time tracking, and billing become as easy as typing. No more waiting on colleagues, wasting time in frustrating application interfaces, or accidentally missing deadlines!
Termi is a portal you can use to access data from all of your firm’s disparate applications at once, in real-time, in plain English. It can provide cross-platform reminders, alerts, and reports, enabling you to be hyper-productive and proactive in your practice. Termi even connects with applications like ProLaw, Elite 3E, Enterprise, and Aderant — right out of the box!
Select your practice management system below to learn more about Termi’s application-specific integrations:
Helm360 consistently demonstrated a willingness to go “above and beyond” to make sure our 3E implementation was a success. I’m not sure where we would be today on our project without their contributions.
Jake Korth, Chief Financial Officer
During the COVID-19 lockdown, we had trouble generating invoices from Elite Enterprise in a format that could be delivered efficiently. Helm360 developed a solution quickly.
John Diehl, CFO
We needed a consulting firm that had extensive knowledge of the main PMS solutions and could easily work as part of the internal Harneys project team. We found that in Helm360. This was true collaboration.
Osa Osawe, Group Finance Projects Director
Helm360 played a critical role in helping us obtain data we were not able to produce ourselves in a timely manner. I would highly recommend Helm360 to others needing assistance with data extraction.
Beth Allie, Accounting Manager
In working with Helm360 I know that they’re of the highest caliber in terms of both knowledge and customer care. They’ve assembled one of the best consulting teams out there.
John Mahoney, Head of Financial Systems & Analytics
It’s not just the tool; it’s the intersection of the tool that Helm360 has created and their installed knowledge base. That’s the difference-maker. Helm360 has helped make my job easier.
Eric Oelzen, Executive Director
Helm360 had the right skills and experience to help us validate our Elite 3E implementation. They helped ensure a smooth transition from Elite Enterprise to 3E.
Steve Capon, Head of Global Finance Projects
Implementation by the Helm360 team was both simple and fast. They were incredibly responsive to our specific needs and delivered the solution on time.
Vivian Powers, Chief Administrator
Our in-house efforts at resolution had stalled, and it was the detailed analysis and considerable technical know-how of the Helm360 team that enabled us to move those efforts forward again.
David Kinkead, CIO
Time, accuracy, and instant visibility as to the numbers are the benefits we’ve experienced as a result of implementing Helm360's product. It cut down reporting time significantly.
Jackie McAftery, Chief Operating Officer
Helm360 were successful performance testing our 3E infrastructure. The professionalism, flexibility, and execution more than met our expectations to deliver exactly what was needed for our success criteria.
Chris Teller, Head of Business Solutions
Since implementing Helm360's product, we have the right information to the right people in seconds. We liked the out of the box functionality and it was easy to configure for our needs.
Scot Moore, IT Director
We'd really just like to note that the team has been very efficient, responsive and extremely flexible in doing their very best to work with MinterEllison around our time constraints.
Linda Robles, Head of Business Systems
Our Latest News
Workflow approvals are critical to various key business functions. However, the billing workflow approval process carries more weight than others. It is, after all, the money. The firm’s revenue stream and profitability depend on it. As an Elite 3E user, your billing workflow has a lot of moving parts: multiple timekeepers, numerous locations, various time...
Music, case management, and custom software: A conversation with Sandbox Union’s Tiffany Organisciak
The Legal Helm: Episode #14 powered by Sounder Estimated read time: 16 minutes Episode #14 of The Legal Helm features Tiffany Organisciak, President, Founder and Partner of Sandbox Union, a custom software development firm in East Rochester, NY. Bim and Tiffany discuss Sandbox Union’s latest legal-focused product, Case Compass, and how customized software can enhance...
Knowledge sharing in today’s remote and hybrid work models is an emerging pain point for law firms. Many of today’s legal tech solutions that address this challenge rely on AI technology. As with any new technology implementation, a positive outcome hinges on how well you plan and prepare. Helm360’s Executive VP, Bim Dave, recently shared...