Frequently Asked Questions
Who We Are
What is Source Consulting Group?
Source Consulting Group LLC is the premier full-service consulting firm focusing exclusively on the strategic and operational business process and technology needs of law firms and professional services firms worldwide.
What does Source Consulting Group do?
Source Consulting Group helps firms move forward in the successful, strategic planning and implementation of change management, process reengineering and financial and operational systems. Source offers a vast array of tailored services including strategic planning and process reengineering, operational consulting and financial system implementation and deployment.
How can Source Consulting Group help my business?
Source Consulting Group helps law firms and other professional service firms grow their business by showing them how to streamline their operations, boost efficiencies, and maximize profitability through unlocking the potential of their time and billing financial systems.
With the rapid advancements in technology and the increasing complexity of the legal and professional services industries, having a robust time and billing system is no longer a luxury – it’s a necessity. Source Consulting Group specializes in helping law firms and professional service firms harness the full power of their time and billing financial systems to drive success and growth.
Is Source Consulting Group experienced in working with businesses of all sizes?
Yes, Source Consulting Group has experience working with businesses of various sizes, from small startups to large corporations, across different industries, with a focus in the legal and professional services industries.
Are the consultants at Source Consulting Group highly qualified?
Yes, the consultants at Source Consulting Group are highly qualified professionals with expertise in various areas of business management and consulting. Some of our consultants are Certified Professional Accountants (CPAs), while others are former in-house operating offices, technology professionals and project managers. Many of our consultants are also certified in ELITE Enterprise and ELITE 3E, Aderant Expert and Aderant Sierra,and Intapp products.
Which financial and billing systems does Source Consulting Group implement and support?
Our consultants have decades of experience in application and business consulting with a variety of well-known financial and billing systems including: ELITE Enterprise and ELITE 3E, CARET Legal, Aderant Expert and Aderant Siera,and Intapp products.
Our consultants also assist clients with process re-engineering and operational review engagements, system upgrades, integrations with other vendor solutions, data conversions and extractions, customizations, and training and documentation.
Where is Source Consulting Group located?
Our staff and team of consultants are located throughout the United States and Canada, and they have service clients with operations in most every country in the world.
Our headquarter office is in Chicago, Illinois at 318 West Adams Street, Suite 1817, Mailbox 154, Chicago, IL 60606.
How can I contact Source Consulting Group?
Our main telephone number is +1 (312) 551-9200 and our email address is info@sourcegroup.com.
Our Services
Does Source Consulting Group help clients with application selection?
Our consultants will actively work with your management team to determine the appropriate systems configurations that best suit your needs. We will help you plan workflow and customization deployments and prepare thorough technical specifications.
Source Consulting Group maintains a position as a product neutral firm and does not engage in any reseller agreements which allows us to render unbiased opinions on the technology solutions offered by any vendor. Our consultants can guide you through the process of understanding your software options and can provide the information necessary to identify the application which will best align with your firm’s current and future needs.
Does Source Consulting Group offer project management services?
Many firms lack their own internal PMO (Project Management Office) or staff with the capacity and/or experience specifically in back-office operations to internally manage special projects. Our Internal Project Management team can alleviate this and allow firms to complete special projects on time and within budget without taking resources away from day-to-day operations.
Source’s experienced consultants provide all levels of support for your implementation. Our experts in financial systems for professional services firms offer not only project management but also focused, issue-oriented consulting. Our internal project management services include:
- Management of the entire effort including internal staff, third parties and all vendor-related tasks, from project planning to on-site and Go-Live support
- Providing realistic project plans designed to track tasks and stay on budget
- Cooperating with vendors to complement their services
Clients benefit from our more than 20 years of experience to anticipate obstacles before they impact the project timeline.
Does Source Consulting Group offer system administration and other managed services?
Yes. Source offers a tailored list of managed services to help your financial and/or billing systems to operate efficiently. We offer system administration, application support/training and development services at competitive annual subscription prices. Source can provide these offerings on a variety of applications including ELITE 3E’s Data Insights, Power BI, Aderant Expert and Intapp Open/Time products.
We can serve our clients in several service capacities including: dedicated accounting system administrator; developing and maintaining customizations and integrations, application and consulting support, training, system selection, and billing support.
Does Source Consulting Group offer process and workflow design strategies for implementing and using financial and billing systems effectively?
Yes, Source Consulting Group’s Business Process Redesign methodology is straightforward and effective. We will identify, interview and observe process participants to highlight inefficiencies and improvement areas. The resulting recommendations report will document each area of recommended improvement and aim to eliminate unneeded
manual effort. We’ll lay out the blueprint for addressing each issue, all while considering your firm’s current technology and budget constraints.
Does Source Consulting Group handle user acceptance testing?
We develop testing scripts that go beyond the functional testing suggested by vendors. We create custom testing plans designed to test functionality and incorporate approved changes to your business processes. To ensure efficient testing and approval efforts, we also support users through the testing cycle and assist with issue resolution.
Does Source Consulting Group provide data extraction, data conversion, and data validation services?
Yes, Source offers expert advice on data clean-up and mapping data to your new financial system. Our validation services range from back-end table reviews to front-end validation support and include: data extraction to move data out of legacy systems into new systems; providing data conversion and reconciliation on more detailed levels than that of the vendors, performing back-end data validation, and providing ELITE 3E and Aderant table structure training.
Does Source Consulting Group provide Power BI, Data Insights and other reporting services?
Yes. We offer Data Insights / Power BI report development; practice group, client and matter profitability design and report development; custom Power BI report development, custom Microsoft Reporting (SSRS) development; custom ELITE 3E IDE report development; and more.
Does Source Consulting Group work on systems in the “cloud”?
Yes, we work with systems that are both “on premises” and in the cloud, and we have experience in helping several clients migrate their systems (and their data in a secure way) from “on prem” to the cloud.
Does Source Consulting Group assist their clients in determining if and when they need to upgrade their financial and billing systems?
Yes. By assessing the existing environment and your business requirements, we can determine how to enhance our clients’ current systems through a combination of product upgrades, third party additions and business process improvements. Some of what we offer includes:
- Project Management
- Hardware/Software Installation
- New Features Training and Support
- Process Review and Optimization
- Data Cleanup and Optimization
- Application Configuration and General Ledger Masking Assistance
- Chart of Account Renumbering
- Template Assistance
- 4GL Customization and Recompiles
Does Source Consulting Group offer end-user support and training services?
Whether your staff is preparing for the deployment of a new financial system or seeking refresher training on your existing software, Source consultants can conduct a curriculum and user guides tailored to your firm’s goals, policies and requirements. We have also created training documentation for “train the trainer” efficiencies and have offered our clients retainer arrangements to help them as needed throughout the life cycle of their financial and billing system.