Business Intelligence Legal BI software with role-based reporting and dashboards

Features

Client Lifecycle Status

View which of your clients are thriving, stable and at risk, and how this has evolved over time based on rolling billable hours

Client Scoring​

Get a holistic view of your client relationship status, how lawyers are influencing this and potential business opportunity

Client Rankings

Help teams gain a greater understanding of what actions positively impact client health, with a view of how clients compare to each other

Cross Sell View

Improve internal collaboration between your lawyers to win more work with existing clients and reduce attrition, with a view of potential cross-sell opportunity across different practice areas

Benefits

• Identify your best growth opportunities by viewing client health and rankings to pinpoint potential to grow relationships​
• Work smarter by enabling partners to cross-sell more of the right work via internal referrals​
• Build stronger client relationships with instant visibility of the health of your client accounts - and how this has changed overtime
• Build your lawyers' commercial acumen with better insight into the factors that make up a profitable clien

Features

• Complete profitability analysis and reporting solution for law firms
• Features the most powerful and flexible profitability/allocation engine ever offered for law firms
• Ability to tie collections back the associated work and costs in previous periods (“matching”)
• Three forward-looking projected profitability scenarios: Optimistic, Pessimistic, and Expected
• Full support for both cash and accrual-based profitability analysis
• Each implementation is fully customized based on your firm’s business practices and requirements
• The vast majority of queries render in one second or less, and dashboards that contain numerous queries render in four seconds or less on average
• Fast queries and fast dashboards

Benefits

• Profitability reporting and analysis becomes part of your monthly reporting cycle
• Power users are provided with a complete toolset to support ad-hoc profitability analysis
• Partners and firm-managers can improve performance by monitoring their book of business with role-based profitability dashboards
• Specifically built to handle your toughest “expectations to the rules”

Features

• Complete GL analysis and reporting solution for law firms
• Complete set of role-based financial dashboards, providing analysis by Executive (Total Firm), Department Head, Office Manager, and Team Leader
• Dashboards include financial reports such as Income Statement, Balance Sheet, and Trial Balance
• A robust cube with 50+ measures to support ad-hoc analysis on firm GL data and financial performance
• Report by cash and accrual with multi-currency support
• The vast majority of queries render in one second or less, and dashboards that contain numerous queries render in four seconds or less on average
• Full support for project-based GL analysis

Benefits

• Role-based dashboards drive improved performance across business units. Firm unit managers and executives are fully informed on business unit performance and profitability
• Budget variance analysis supports firm cost control initiatives
• Power users are provided with a complete toolset to support ad-hoc analysis of firm financial data
• Fully configurable to match your firm’s GL account structure and hierarchy

Features

• Complete expense analysis and reporting solution for law firms
• The expense data is sourced from the AP sub-ledger, providing users with a vendor-centric view of the expense data
• Complete set of Expense dashboards
• Robust security only allows approved personnel to monitor and analyze expense data
• Multi-currency support

Benefits

• Quickly identify vendors with increasing costs
• Tightly monitor and report on AP by Vendor, a critical component of cash flow analysis
• Power users are enabled for ad-hoc analysis of vendor expense and payables

Features

• Complete performance analysis and reporting solution for law firms
• Complete set of role-based dashboards, providing analysis by Working Personnel, Responsible Partner (multiple roles), Department Head, Officer Manager, Team Leader, etc
• A robust cube with 300+ measures to support ad-hoc analysis on all aspects of firm performance
• The vast majority of queries render in one second or less, and dashboards that contain numerous queries render in four seconds or less on average

Benefits

• Role-based dashboards drive improved individual and firm performance
• Attorneys are fully informed on their key KPIs
• Partners and firm managers can improve performance by monitoring their work with role-based dashboards
• Power users are provided with a complete toolset to support ad-hoc analysis