Fractional financial systems & analytics for law firms.
We take on the financial systems role your firm needs: Elite 3E administration, the integrations around it, and the reporting on top of it in Power BI and SSRS. The same work a full-time hire would do, for a flat monthly fee, at the level of coverage you actually need.
Elite 3E is the core
The system, the integrations around it, and every report built on its data.
We've done the job
Years at the intersection of IT and finance in law firms, not advising from outside.
No annual contract
Three-month terms. Scope is set up front and reviewed at renewal.
We've been on your side of this.
None of these came out of a market study. They are the conditions we worked in for years, and the reason Jule exists. If one of them is yours, you won't have to explain the background to us.
The need is growing, the headcount isn't
You need real 3E expertise, just not forty hours of it, and the salary is hard to justify. People with this skill set are almost impossible to find part time.
You can't find anyone with all of it
Most firms staff 3E and Power BI as separate roles because one hire with both is a hard search. Most candidates have two of the five: 3E, Intapp, SQL, SSRS, Power BI.
IT owns 3E, but not the 3E knowledge
IT runs the servers and the upgrades, but 3E and finance expertise was never their job. Everything past keeping the lights on falls to an outside consultant, or to accountants and billing staff doing systems work instead of their own.
Your 3E person is stretched thin
Close, upgrades, support tickets, and a growing report backlog all land on one desk. Nothing gets the focused time it needs.
Someone is leaving
Month-end close and billing don't pause for a six-month search. You need coverage now, and a clean handoff later.
You want Power BI, and nobody in-house builds it
Leadership wants real reporting on 3E data. Nobody at the firm has built in Power BI or Fabric before, and hiring for it means competing with tech salaries.
One role, scoped to what your firm actually runs.
A financial systems person covers all of this. How much of it applies depends on your environment, so the scope and the retainer are set to match. Most firms start with whatever is hurting most and widen from there.
Elite 3E Management
Day-to-day ownership of the platform: close support, upgrades, troubleshooting, and the integrations hanging off it.
- Month-end close, daily support, and version upgrades
- Configuration, security, and user provisioning
- Integrations: Intapp Time, Intapp Open, Chrome River
Dashboards that tie back to 3E exactly and refresh several times a day, answering the questions you already get asked: where realization is slipping, what is sitting in WIP, which matters make money.
- Executive, practice group, and timekeeper dashboards
- Billings, collections, realization, WIP, AR aging, and profitability
- Semantic models and embedded delivery in SharePoint or Teams
SSRS Reporting
Most firms have a large SSRS library they depend on daily and nobody left who built it. We maintain it, clean it up, and modernize what is worth moving.
- Maintenance and new development on your existing library
- Consolidating and documenting a sprawling library
- Migration to Power BI where it makes sense
Data Platform
When the reporting needs a real foundation underneath it, so your metrics agree with each other and keep agreeing.
- Microsoft Fabric lakehouse and warehouse
- Star schema design and pipelines off the 3E database
- One definition per metric, used everywhere
The expertise, without the headcount.
Most help with Elite 3E is sold by the hour and scoped to one slice of the problem: an upgrade, a report, an integration. We work differently. We take on the financial systems role itself, on a monthly retainer.
What it costs to hire this in-house
New York salaries, fully loaded with benefits and payroll taxes, before anyone writes a line of SQL.
$92K base at the bottom of the New York range, meaning someone new to the role, plus roughly 30% in benefits and payroll taxes. Median for the role is $110K base.
$206K median base in New York, plus load. Then a three to six month search, and a recruiter fee on top of that.
Expert-level coverage across 3E, the integrations, and the reporting, for less than an entry-level analyst costs. Flat monthly fee on a three-month term.
And that assumes one hire covers it. Firms that want real depth in both 3E and Power BI usually end up paying for two people.
Base salary ranges for New York, NY, from the Robert Half 2026 Salary Guide. Loaded figures add roughly 30 percent for benefits and payroll taxes, and exclude recruiter fees, equipment, and ramp-up time. Retainers are scoped to each firm, so we price yours on the call.
The whole role, not a slice
3E, the integrations, and the reporting on top in Power BI and SSRS. Larger firms split that across two hires. You get both sides in one engagement.
Scoped to your environment
If the firm doesn't run Power BI, you don't pay for Power BI. Scope is set at the start of the term and reviewed at renewal, so the retainer always reflects the coverage you actually need.
No permanent commitment
A three-month term. No headcount on the books, no severance, no unemployment claim, and no difficult conversation.
Jose created a centralised, purpose-built dashboard powered by Power BI that turns our data into real-time, decision-grade insights. We now have accurate visibility into our team's financial and operational performance, with no more manual workarounds or fragmented reporting. I would absolutely recommend Jose to any law firm looking to unify reporting across their systems.
This isn't generic expertise.
I'm Jose Diaz, founder of Jule. I've spent my career at the intersection of IT and finance in law firms, as a financial systems analyst and then a financial systems manager. I've owned Elite 3E end to end: the upgrades, the day-to-day support, the troubleshooting at close, and every integration hanging off it.
I've also built what sits on top: end-to-end Power BI reporting on 3E data, and the data warehouse and Fabric lakehouse underneath it. That combination is the whole point. This isn't general consulting expertise pointed at a law firm. It's Elite 3E expertise, in a law firm setting, from people who have done the job you're trying to fill.
Microsoft Certified: Power BI Data Analyst Associate
Start with a conversation, not a commitment.
A free 30-minute call. Tell us what's breaking and we'll tell you what it takes to fix it and what the right scope looks like, whether or not we end up working together.
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