For legal services businesses
Understand client, matter and financial performance across your legal business. Explore your own records through dashboards and an AI analyst, with reporting tailored to your practice areas and matter structure.
Law-firm client and practice-area example · illustrative
Choose the questions and measures that matter to your business. These examples show different reporting needs within the industry; the available analysis depends on the records you supply.
Review clients, matters and fees by practice area or partner. Distinguish billed income from cash received when examining performance.
Explore repeat instructions, matter mix and client concentration. Add time or cost records when investigating the effort behind each engagement.
Review work volumes, delivery dates and commercial reporting. Keep matter status and reporting-period definitions consistent across teams.
Three steps, in this order.
De-identified client or matter IDs, practice areas, dates, fees and relevant time, billing or cost records.
Start with standard dashboards. Agree on the measures, reporting periods and business structure your customized views need.
Work with an AI analyst to investigate the available data and prepare reports. Review the definitions and results in the context of your business.
Short answers. The Help center has the long ones.
De-identified client or matter IDs, practice areas, dates, fees and relevant time, billing or cost records.
The example illustrates one part of the industry. Standard dashboards are a starting point; views can be customized to your business and data as part of your agreed setup.
The report depends on the fields, history and definitions in your sample. Start with one question, identify the records it needs and confirm any gaps before relying on a comparison.
Analytics software for law firms, compared · Alternatives to named products
Written for this industry: the measures, the data you already hold, and the arithmetic.
Compare collected fees with attributable labor and matter costs from practice-management exports. This guide calculates fee realization, matter contribution and practice totals while keeping shared overhead allocations visible.
Oct 25, 20266 min readA law firm dashboard connects matter economics, capacity, billing aging, and client development. This worked example separates billed-fee contribution from cash receipts and shows the effect of a single billing adjustment.
Oct 21, 20266 min readCompare practice contribution with billing realization and the value tied up in matters. Work from time, billing, cost and receivables exports, then reconcile the practice review to the firm's records.
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Sep 1, 20264 min readThe complete lock-up calculation on five clients of a professional firm, small enough to check by hand: worked value from time entries, billed from bills, received from receipts, unbilled WIP and accounts receivable, average daily billing, WIP days, AR days, lock-up days and lock-up cash, the split that says whether the delay is billing or collection, the practice norm, and the identity that WIP and receivables reconcile, so a reader can reproduce every figure and then run it on their own practice management exports.
Aug 17, 20263 min read