About the Company
Established in 2007, Magna Legal Services provides end-to-end litigation support services to law firms, corporations, and governmental agencies throughout the world. They provide strategic advantages to their clients by offering litigation support services at every stage of their legal proceedings. It is their mission to ensure that all needs are delivered in a high-quality, reliable, and responsive manner.
- Industry: Legal Consulting
- Size: 650+ employees
- Location: New York, NY USA
- Use Case: BigTime + Sage Intacct Integration
Company Growth: Evolving with BigTime
For over 15 years, Magna Legal Services has been a dedicated user of BigTime Software, experiencing growth with the platform and finding success through strategic customization. In the early years, the operations team managed finances using QuickBooks. However, as the demand for Magna’s unique services surged, they encountered challenges with the limitations of Quickbooks, finally looking to the Sage Intacct + BigTime integration as an alternative.
With a team of over 70 BigTime users, Dave Kurzman, the COO of Litigation Consulting at Magna Legal Services, faced the daunting task of scaling the financial operations of Magna Legal Services. Magna outgrew its QuickBooks integration, and the need for a more comprehensive sync became evident to streamline operations.
Switching to the Sage Intact Integration
As Magna Legal Services grew into a multiplatform company, Dave recognized the need for a more robust and customizable platform to handle their financial management. The decision to transition from QuickBooks to Sage Intacct was not just about upgrading their GL functionality; but also about maintaining their usage of the BigTime platform. Dave explains, “We’d outgrown QuickBooks. We needed something like Sage [Intacct ] to wrap up all our different business units. Supporting our [BigTime] integration was also important. We moved to Sage from QuickBooks knowing we’d be able to integrate with BigTime.”. Now, Magna is able to sync data between the two systems to save time on data entry and eliminate inconsistencies.
Streamlined Billing, Enhanced Reporting, and Increased Efficiency
With the BigTime and Sage Intact Integration, Magna Legal Services found new avenues for efficiency. Invoicing and billing became more streamlined, thanks to new automation build-outs in Sage. Customizing invoices also became a breeze, empowering the team to focus on their core competencies and accelerating their overall business processes.
The migration from QuickBooks to Sage wasn’t just a technical upgrade; it was also a strategic move. As Magna ventured into mergers and acquisitions, the reporting capabilities of Sage became indispensable. Dave explains, “QuickBooks did not allow us to wrap up multiple companies and do all the financial reporting Sage allows us to do”.
BigTime’s integration with Sage supports Magna’s M&A strategy by facilitating the integration of operational data. This enables Magna to have a holistic view of their business, spanning across various business management systems and helps drive comprehensive financial reporting.
With the BigTime + Sage Intacct Integration, Magna Legal Services now has:
- Seamless flow of information: Sync of projects, employees, financials, and accounting data to provide a single view of the entire business
- Increased efficiency: With the ability to send invoices and accept payments in BigTime, Magna can then push them to Sage for record-keeping, streamlining their billing processes
- Transparency into financial insights: Comprehensive view into detail financial reports and/or dashboards with data from both systems
Magna Legal Services’ shift to the BigTime and Sage Intacct integration has not only addressed immediate needs to enhance their operations but also positioned Magna for ongoing success through streamlined processes and strengthened financial reporting. As they grow, Dave and his team can confidently navigate their industry’s complexities with increased efficiency and stronger strategic insights.
About BigTime Software
BigTime takes the guesswork out of utilization, capacity planning, and project profitability while driving operational efficiency for professional services organizations. Our award-winning Professional Services Automation software provides project planning, budgeting, time and expense tracking, and invoicing, all backed by powerful reporting and analytics. We help accountants, architects, engineers, IT services firms, and management consultants budget, track, and bill their most important asset: time.
See how BigTime can move your business forward. Book a demo today.
