Technology Solutions for Legal, Financial, & Accounting Firms

for Legal, Financial, and Accounting Firms

Termi QA Testing Services Compass: Application Managed Services

for Legal, Financial, and Accounting Firms

Termi QA Testing Services Compass: Application Managed Services

Trusted by legal and professional services firms around the world.

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.

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Client Firms

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Global Offices

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Professional Employees

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Am Law 100 Firms

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:

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.

Select your practice management system below to learn more:

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Powerful Information On Demand

Termi is a powerful legal technology solution that enables attorneys and managing partners to access complex data from all of their firm’s systems at once, in real-time, using plain English. Bill your clients, automatically 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

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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.

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

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Steve Capon, Head of Global Finance Projects

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Sustainable, pain-free improvements.

QA Testing

Data Extraction & Transformation

Reporting, Development, & Integration

Upgrade Preparation

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.

Keep your life simple. Let us manage your systems.

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Compass is a comprehensive set of Application Managed Services offerings that are designed to help your firm navigate to success. This service brings together our finance systems expertise and your best of breed applications (such as Elite 3E, Enterprise, ProLaw, Aderant, and IntApp), allowing us to act as an extension of your team. The managed services included in a Compass package are completely flexible; we customize them for every firm!

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. Compass is 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

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