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Replace your legacy comp tool.

Legal Budgeting is the modern cloud replacement for Access and SSRS-based partner compensation platforms. Real-time KPI data, automated year rollover, role-based access, and one-click SSRS-equivalent reports — without the stored procedures, manual Excel uploads, or desktop installs.

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FY 2026 Compensation Setting Schedule

app.legalbudgeting.io/compensation/fy2026

FY 2026 Compensation Setting Schedule

Last synced from Elite 3E · 2 minutes ago

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Total Partners

47

+2 from FY25

Avg Proposed Base

$742K

+4.2% YoY

Pending Changes

12

8 need review

Budget Variance

+$1.4M

vs. FY25 actuals

TimekeeperOfficeWork TypeFY25 BaseFY25 BonusProp. BaseProp. BonusScoreStatus
Anderson, James R.ChicagoEquity Partner$875K$120K$920K$150K87.2Approved
Chen, Michelle L.New YorkIncome Partner$425K$45K$450K$55K72.4Pending
Rodriguez, Carlos M.Los AngelesEquity Partner$1,100K$200K$1,150K$225K91.8Approved
Thompson, Sarah E.ChicagoOf Counsel$310K$25K$325K$30K65.1Draft
Williams, David K.New YorkEquity Partner$780K$95K$810K$100K83.6Pending
Patel, Anika S.HoustonIncome Partner$390K$35K$415K$40K69.3Draft

Built specifically for law firm finance teams

Real-Time KPI Data
Automated FY Rollover
Full Audit Trail
Elite & UKG Integration
Role-Based Access
No Desktop Install

Your current tool is costing you more than you think.

Legacy compensation platforms were built in a different era. Every workaround has a cost.

Monthly manual update runs

Update Timekeeper Data, Update Current KPI Data, Update KPI Averages — three separate processes that must be run by hand every month, in the right order, by the right person.

Excel upload dependency

Proposed comp, LOA data, and KPI manual updates all require formatted Excel files. One wrong column name or missing header breaks the import silently.

Per-PC connection configuration

Every user who needs to run downloads must configure encrypted connection files on their local PC. New hire? Start over.

FY rollover is a multi-step ritual

Add Variables row, update the FY field, open Update Data, enter period 1, click Roll to New FY, click Update. Miss one step and the new year is broken.

SSRS reports require a report server

Seven different CompKPI report variants, each requiring a separate SSRS deployment, parameter configuration, and manual re-run every time the underlying data changes.

Data lives in three separate systems

Elite for billing, Ultipro for payroll, a custom data warehouse for KPI history. Keeping them in sync is a full-time maintenance burden.

Everything in your current tool. Done right.

Every workflow you rely on today, rebuilt for the cloud and automated end-to-end.

Live KPI Dashboard

Working receipts, originating receipts, realization rates, billable hours, and days-to-bill updated automatically from Elite 3E and TE3. No manual update cycle.

Compensation Setting Schedule

The same per-timekeeper view your committee relies on — proposed base comp, proposed bonus, prior-year actuals, KPI scores — but editable in-browser with instant change tracking.

Score Sheet & Rankings

Working and originating collection scores computed automatically using your firm's weighting factors. One-year, three-year, and weighted-average rankings refresh whenever underlying data changes.

Automated FY Rollover

One click to open a new fiscal year. KPI rows created for all timekeepers, prior-year data carried forward, InProjComp flags preserved, and Variables applied automatically.

LOA Tracking & Averaging

Leave of absence data syncs from UKG. KPI averages automatically exclude lateral hire and LOA years. Annualized hours calculations account for current-period leave without manual entry.

Work Type History

Manage each timekeeper's work type classification with effective dates. Bulk-update promotions before comp season. Work type as of November 1 is automatically used in all comp reports.

On-Demand KPI Reports

All CompKPI report variants — grouped by practice, work type, office, individual — available as interactive web views or exportable PDFs and Excel files. No SSRS server required.

Variables & Scoring Config

Set overhead, pay-for-work factors, weighting percentages, and origination tiers in a guided UI. Add new FY variables in seconds. Changes apply to all score computations immediately.

Unified Data Model

Elite billing data, UKG payroll actuals, and your custom KPI history in one platform. No data warehouse maintenance, no stored procedures to schedule, no cross-system sync errors.

Up and running before comp season.

A structured migration that preserves your historical data, scoring logic, and reporting formats.

  1. 01

    Data Audit & Mapping

    Week 1

    We extract your KPI Data history, Work Type classifications, Variables configuration, and LOA records from the existing system. We map every field in comp18.KPIData to its equivalent in the new platform and identify gaps or inconsistencies.

  2. 02

    Integration Setup

    Weeks 1–2

    API connectors established to your Elite 3E or TE3 instance and UKG tenant. Data sync schedules configured to match your current monthly update cadence, then automated. No more 'Update Current KPI Data' clicks.

  3. 03

    Historical Data Migration

    Weeks 2–3

    Four years of KPI history, compensation actuals, bonus records, and LOA data migrated and validated against your existing reports. Score computations verified to match your current Variables settings.

  4. 04

    Report Configuration

    Weeks 3–4

    All active CompKPI report variants recreated — practice group, work type, individual, no-totals, PDC-style — with your grouping logic, sort options, and filter presets. Monthly and CompProcess formats both configured.

  5. 05

    User Access & Training

    Weeks 4–5

    Role-based access configured for finance admins, practice group leaders, and compensation committee members. Training sessions for each user group. Your existing change-type codes and approval workflows preserved.

  6. 06

    Parallel Run & Cutover

    Week 6

    Run both systems side-by-side through one monthly update cycle to validate parity. Sign-off from your finance team. Cutover before your next compensation setting cycle begins.

What changes on day one.

Before

  • 3 manual update steps every month, in order
  • Roll to New FY requires 6 manual steps
  • LOA data uploaded via formatted Excel file
  • 7 SSRS reports on a separate report server
  • Connection config re-done on every PC
  • Proposed comp changes via double-click in Access grid
  • KPI history in a custom SQL data warehouse
  • Ultipro Cognos download + stored procedure to process
  • Score updates run manually before comp season
  • New partners added manually via 'Add New Partners' form

After

  • Data syncs automatically on your schedule
  • FY rollover is one button, fully automated
  • LOA syncs live from UKG
  • All report variants in-browser, export any time
  • Single SSO login, zero per-PC setup
  • Compensation changes in a web form with required approval type
  • Unified data model — one source of truth
  • UKG connector updates actual comp and bonus automatically
  • Scores recomputed whenever data changes
  • New partners flagged automatically from work type changes

Connects to the systems you already run.

Native connectors — no middleware required.

Elite 3EThomson Reuters TE3UKG (Ultipro)iManage WorkNetDocumentsIntapp TimeAderant ExpertMicrosoft Entra ID (SSO)Azure Active DirectorySQL ServerExcel / CSVSSRS (import existing)

Frequently Asked Questions

Legal Budgeting is a direct replacement for legacy Access/SSRS-based compensation tools like ASE Finance 5. It replaces the Compensation Setting Schedule, KPI Report generation, Proposed Comp workflows, Score Sheet computations, and Ultipro download processes — unified in a single cloud platform instead of a patchwork of stored procedures and manual Excel uploads.
Legal Budgeting integrates with Elite 3E and Thomson Reuters TE3, UKG (formerly Ultipro), and major legal data warehouses via secure API connectors. Data syncs automatically on a schedule you control — no more manual 'Update Current KPI Data' clicks or monthly stored procedure runs.
Yes. Every view — Compensation Setting Schedule, Proposed Comp, KPI Data, Score Sheet — exports to Excel with one click. You can also share read-only web links to live views so reviewers always see current data without needing to log into the platform.
Rolling to a new FY is a single button click. The platform automatically creates new KPI rows for all timekeepers, carries forward the correct prior-year data, resets projected comp flags, and applies your Variables settings — no manual steps, no stored procedures, no risk of missing a step.
LOA data syncs directly from UKG rather than requiring periodic Excel uploads. Leave days are automatically factored into annualized hours calculations, KPI averages exclude the correct timekeeper-years per your firm's policy, and the platform flags any timekeeper on LOA during a three-year average window.
Yes. Role-based access control maps directly to your firm's practice group and department structure. Practice group leaders see their group's KPI and compensation data. Compensation committee members see everything. Admins control who can view, propose, or approve changes.
Every change to Proposed Base Compensation or Proposed Bonus is logged with the user, timestamp, previous value, new value, and a required Change Type code (e.g., Practice Group Leaders, Individual Review). The full audit trail is always available for review and export.
Your firm's Work Type hierarchy, scoring weights (working vs. originating), and overhead factors migrate into the platform during onboarding. The Variables table equivalent is a guided UI — no more editing rows in an Access form. New FY variables are set once and applied automatically to all score computations.

Ready to retire the legacy tool?

Send us a note and we'll walk through your current setup, confirm what migrates on day one, and give you a clear scope before comp season.

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