Products & Solutions
Bringing Enterprise Grade Business Intelligence to Growing Law Firms
Legal BI provides small-to-medium-sized law firms with the business intelligence tools and processes they need to rapidly accelerate their growth. Combining data science, data visualization, and decades of legal administration, Legal BI brings a unique combination of value to firms who are committed to rapidly scaling and either dominate their market or position themselves for investment.
Bringing Enterprise Grade Business Intelligence to Growing Law Firms
Legal BI provides small-to-medium-sized law firms with the business intelligence tools and processes they need to rapidly accelerate their growth. Combining data science, data visualization, and decades of legal administration, Legal BI brings a unique combination of value to firms who are committed to rapidly scaling and either dominate their market or position themselves for investment.
Key Business Intelligence Features
Customized Dashboards
Fully automated reporting on your law firm’s performance from your existing systems that allow you to drill down immediately into your KPI’s to understand what is impacting case acquisition, task completion, average turnaround times, and profitability.
Seamless Data Integration
Data from your existing systems is integrated together to provide a comprehensive view – in a customized set of dashboards. See how your marketing spends tie to actual revenue collection with end-to-end integration and drill-down capability.
Performance Monitoring
Track your firm-wide and individual contributor progress against goals on a day-by-day basis. Our unique daily goals methodology allows you to understand issues while there is still time to proactively address them.
Customized Revenue Projections
Understand your cash flow based on the specifics of your book of business, built using the data from your own firm and market. By being able to more accurately predict revenue amounts and timing, you can make better short term decisions.
Vendor Accountability
Hold your vendors accountable by understanding their performance on an independent basis. Have a better grip on your own ROI and performance from both internal and external players to ensure you are gaining the most from your contracts.
Role Based Access & Alerts
Provide dashboard access to team members based on what they need to see. Set up team-based, practice-area based, or even individual-based access to dashboards, or to receive personalized or team-wide weekly scorecards or task lists to drive immediate action.
The Business Intelligence Process
DATA EXTRACTION
- Data Connections: We connect to the individual pieces of your tech stack.
- Automated Data Retrieval: We build automated connections for regular retrieval and extraction of your data from your sources of truth to minimize manual work or entry errors.
- Secure Data Transfer: Data is securely moved into your own data warehouse to protect sensitive information.
TRANSFORMATION
- Data Cleaning: Business rules allow the BI suite to clean data as it is imported, removing duplicates and resolving errors with the most accurate data.
- Data Integration: Your data is combined across software systems to allow leads and cases to be tracked together.
- Normalization to Goals: Your data is normalized to standard, actionable metrics, and tied to your own goals and benchmarks to give you an accurate pulse of your firm.
CONNECT TO ACTION
- Focus on Key Metrics: Customizable Executive Summaries allow leadership to quickly identify issues on the spot, or during regular meetings.
- Identify Broken Pieces: Drill down into charts to understand what is dragging down metrics, whether in process, personnel, or client base.
- See Results in Action: Monitor the outcomes of your business changes by tracking metrics over time and relative to each other in both absolute and percentage terms.