for Legal, Financial, and Accounting Firms

Termi the AI assistantQA Testing ServicesManaged Services

We handle technology so you can focus on 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.

In business since 1997, Helm360 is a global organization specializing in business intelligence and data analytics for the legal and professional services sectors. We are proud to provide market-leading solutions and customer service to all our client firms. Our commitment to clear communication, intelligent innovation, and customer-centric engagements is what keeps our business growing and thriving year after year.

Helm360 is highly experienced, professional, and affordable. Our hybrid onshore/offshore delivery model gives you cost-effective solutions as well as access to a scalable global resource pool. We can customize any of our offerings to the wants and needs of any individual firm, so contact us today to start the conversation!

Join Our Insider List

Exclusive news, offers, and updates delivered straight to your inbox.










0

Client Firms

0

Global Offices

0

Professional Employees

0

Am Law 100 Firms

Our Offerings

We make IT 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 IT and business intelligence experts collaborate with you and identify the best way to move your firm forward. We have deep expertise in integrating best of breed technology solutions, particularly in the legal industry, to work together in a way that boosts your firm’s efficiency and productivity.

Here's a sample of what we offer:

Termi the AI Assistant

Watch the webinar

QA Testing Services

Read the case study

Managed Services

Learn more

Termi the AI Assistant

Watch the webinar

QA Testing Services

Read the case study

Managed Services

Learn more

Data Extraction & Transformation Services

Learn more

Reporting, Development, & Integration Services

Learn more

Upgrade Preparation Services

Learn more

Termi the AI Assistant

Do your billing, collections follow-ups, and reporting more quickly and easily than ever before — directly in Outlook.

Billing activities and compiling business intelligence data are central to your firm’s performance. We make it easy to do both. 

Connect the dots with Termi.

Our new AI assistant, Termi, gives you the power to access complex data from all of your systems at once, in real-time, using plain English. Bill your clientsautomatically add collections reminders to Outlook, report WIP, visualize key KPIs, and collaborate with your team  all through a simple and intuitive interface that makes every activity as easy as sending an email.   

Termi unifies all your systems and provides cross-platform notifications, helping you make more proactive business decisions. It has a flexible and customizable reporting and dashboard framework, allowing you to both drill down into details and zoom out for the big picture.  

Termi even connects with products like ProLaw, Elite 3E, Enterprise, and Aderant  right out of the box. Get the maximum benefit from these systems with minimal stress.

There are a lot of BI tools out there, I’ve looked at and used others in past organizations. It’s not just the tool; it’s the intersection of the tool that Helm360 has created and their installed knowledge base about how ProLaw works. That’s why I think Helm360 products work. That’s the difference-maker. Helm360 has helped make my job easier.

Eric Oelzen, Executive Director

 

Get full access to a FREE exclusive webinar to learn more!

We offer regular webinars about Termi for our prospective clients. Enter your email below and receive immediate access to a recording.

By entering your information below, you consent to receive occasional news, updates, and offers from Helm360.

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.

 

Data Extraction & Transformation

Our comprehensive Data Extraction & Transformation Services use a knowledgeable, accurate, timely, and cost-effective process to migrate your data from one application to another. These services are most commonly requested by firms upgrading to software like 3E or ProLaw. Whether you are migrating an entire billing system or only a small selection of files, Helm360 will ensure that data defects are found and cleansed properly. We have a dedicated Data Extraction Team that specializes in managing the complex process of moving your data safely to a staging area, converting it, then moving it to your production system. Our team can perform this work independently or work with your existing provider.

 

Reporting, Development, & Integration

Helm360 and its parent company, CCS Global Tech, 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.

 

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.

Hogan Lovells used Helm360's QA Testing Services to proactively identify and mitigate HUNDREDS of issues that could have derailed their 3E implementation.

Read our FREE case study to learn more!

By entering your information below, you consent to receive occasional news, updates, and offers from Helm360.

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

 

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.

 

Data Extraction & Transformation

Our comprehensive Data Extraction & Transformation Services use a knowledgeable, accurate, timely, and cost-effective process to migrate your data from one application to another. These services are most commonly requested by firms upgrading to software like 3E or ProLaw. Whether you are migrating an entire billing system or only a small selection of files, Helm360 will ensure that data defects are found and cleansed properly. We have a dedicated Data Extraction Team that specializes in managing the complex process of moving your data safely to a staging area, converting it, then moving it to your production system. Our team can perform this work independently or work with your existing provider.

 

Reporting, Development, & Integration

Helm360 and its parent company, CCS Global Tech, 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.

 

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.

Hogan Lovells used Helm360's QA Testing Services to proactively identify and mitigate HUNDREDS of issues that could have derailed their 3E implementation.

Read our FREE case study to learn more!

By entering your information below, you consent to receive occasional news, updates, and offers from Helm360.

Managed Services

We manage your firm’s finance systems for you. All of them.

Our Managed Services offering is a comprehensive package designed to bring together our finance systems expertise and the best of breed applications (such as Elite 3E, Enterprise, ProLaw, Aderant, and IntApp), allowing us to act as an extension of your team.

Through this offering, our team treats your systems like our own: we optimize, manage, monitor, and handle ongoing maintenance. We also eliminate the pain associated with upgrade testing, ensuring that new software updates to your core systems don’t cause any disruptions to your business. With our global reach, no matter where you are or what time of day it is, our skilled network of professionals is ready to take care of your systems. It’s a simple, budget-friendly alternative to doing IT yourself.

In working with Helm360 I know that they’re honest and reliable, and more importantly, of the highest caliber in terms of both knowledge and customer care. Taking into account my 15 years of experience in Finance Systems and its related industry, I genuinely believe they’ve assembled one of the best consulting teams out there.

John Mahoney, Head of Financial Systems & Analytics

Testimonials from Our Customers

Join Our Insider Email List

Get exclusive access to news, updates, and special offers from Helm360 delivered straight to your inbox.












Contact Us

United States | Corporate Headquarters
13475 Danielson St. Suite 220
Poway, CA 92064
Phone: +1 (858) 208 4131

Costa Rica
Calle Nuñez, San José,
San Isidro de Pérez Zeledón
Phone: +506 2771 1211

United Kingdom
1210 Parkview, Arlington Business Park
Theale, Reading. RG7 4SA
Phone: +44 (0) 1722 446 210

India
A-16, Sector – 16
Noida, UP 201301
Phone: +91 120 4993300

General Inquiries: info@helm360.com













Our Latest News

When it comes to implementing or upgrading enterprise-level billing systems, testing is always good. No one wants an ugly surprise that significantly impacts valuable business intelligence data, the daily workflow, or the bottom line. And yet, the most common point of failure in billing software implementations is a lack of testing. We get it. It’s...

Helm360's managed services offering is the IT solution your firm has been looking for. It puts all the risk and complexity of maintaining your firm's systems into professional hands, taking...

A System Health Check allows our experts to analyze and grade your firm’s current management system performance, overall data quality, and licensing components, whether on Elite Enterprise or Elite 3E....