Lucas and Co Consultants
    Efimis Partner

    Efimis Development & Implementation

    Expert implementation and configuration of Efimis, the browser-based legal financial management platform built exclusively for law firms. We ensure your financial core is properly structured, integrated with your case management system, and delivering the commercial visibility your firm needs.

    The Challenge

    Common problems law firms face:

    Legal accounting systems that are outdated, on-premise, and difficult to maintain
    Financial data disconnected from case management, creating manual reconciliation work
    Limited financial reporting that doesn't give partners real-time commercial visibility
    Compliance requirements around SRA Accounts Rules difficult to manage in legacy systems
    Billing processes that are slow, manual and create friction for fee earners
    No clear integration between financial management and matter workflows

    The Risks of Getting It Wrong

    01Legacy finance systems create compliance risk as regulatory requirements evolve
    02Disconnected financial and case data means management decisions lack full commercial context
    03Manual billing and posting processes directly impact cash collection and lock-up
    04Poor financial visibility leaves partners unable to identify underperformance until it's too late
    05Delaying financial system modernisation increases the cost and complexity of eventual migration

    Our Structured Approach

    1
    Financial systems review | assess current legal accounting setup, integrations, and pain points
    2
    Requirements definition | structured sessions with finance, billing, and management teams
    3
    Efimis configuration | set up chart of accounts, matter billing, client accounting, and SRA compliance
    4
    Integration design | connect Efimis to your case management system for seamless data flow
    5
    Reporting & dashboards | configure financial reporting, WIP tracking, and partner analytics
    6
    Training & go-live | structured rollout with user training, parallel running, and post-go-live support

    Commercial Outcomes

    Modern, browser-based legal financial management replacing legacy systems
    Seamless integration between financial and case management platforms
    Real-time financial visibility for partners and management
    Streamlined billing processes improving cash collection and reducing lock-up
    Built-in SRA Accounts Rules compliance and audit capability
    A financial platform that scales with your firm's growth

    Frequently Asked Questions

    What is Efimis?

    Efimis is a modern, browser-based legal financial management system built exclusively for law firms. It handles client and office accounting, billing, and financial reporting with full SRA Accounts Rules compliance.

    Can Efimis integrate with our case management system?

    Yes. Efimis is designed to integrate with leading case management platforms. We configure the integration to ensure seamless data flow between your CMS/PMS and financial system.

    Are you an official Efimis partner?

    Yes. We hold Efimis partner status and work closely with their team on implementation, configuration, and ongoing development.

    How long does an Efimis implementation typically take?

    It depends on the complexity of your financial setup and the system you're migrating from. A typical implementation takes 3–6 months including parallel running and go-live support.

    Ready to discuss your project?

    Book a 30-minute strategy call with Stephen Lucas.

    Book a Strategy Call