Practice Intelligence

Practice Intelligence

Practice Intelligence brings your firms data together in an easy to understand, multi-level dashboard

Practice Intelligence has been developed with law firms who want to get an up to date view of exactly what is happening daily.

In addition to saving the time it takes to create management reports, Practice Intelligence allows the reader to drill down into the granular detail to understand the cause of the results when they need to.

Practice Intelligence brings your firms data together in an easy to understand, multi-level dashboard

Practice Intelligence has been developed with law firms who want to get an up to date view of exactly what is happening daily.

In addition to saving the time it takes to create management reports, Practice Intelligence allows the reader to drill down into the granular detail to understand the cause of the results when they need to.

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What is Practice Intelligence?

What is Practice Intelligence?

Practice Intelligence is a reporting dashboard developed specifically for partners and managers of progressive law firms who want to understand what is happening in their firm on a daily basis

Developed on the customisable Power BI platform from Microsoft, Practice Intelligence breaks down data into 5 main areas including company overview, team, solicitor, client and fees. These are only viewable by those with permission.

Management Dashboard

Management Dashboard

Company Overview – Partner and management access

company overview

The Company Overview shows fees for the current month and financial year to date vs budget, fees by legal team, fees by business type and then the top 5 solicitors fees. Each of these graphs can me drilled into so you can understand what makes up each result.

As an example, Team fees for this financial year may be made up of litigation, commercial, property and family matters fees. If you hover over the litigation part of the graph, it will tell you what you are looking at, if you click on the litigation part of the graph, it will change the other graphs to show only the litigation fees business type and fees vs budget for the last 12 months.

Team Detail

Team Detail

The Team Detail dashboard shows fees for the current month and financial year to date, fees vs budget by team by month, and a graph and table showing each solicitors fees by month for the last 12 months.

Once again, you can click on a solicitor and all of the other graphs will change to show their fees, or you can select 2 or more solicitors to compare fees.

The Team Detail dashboard shows fees for the current month and financial year to date, fees vs budget by team by month, and a graph and table showing each solicitors fees by month for the last 12 months.

Once again, you can click on a solicitor and all of the other graphs will change to show their fees, or you can select 2 or more solicitors to compare fees.

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Solicitor Dashboard

Solicitor Dashboard

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The Solicitor Detail dashboard shows fees vs budget by solicitor by month compared to budget and for the last 12 months

Again, you can drill down into each graph and select one or more solicitors to view at the same time.

The Solicitor Detail dashboard shows fees vs budget by solicitor by month compared to budget and for the last 12 months

Again, you can drill down into each graph and select one or more solicitors to view at the same time.

Client Detail

Client Detail

The Client Detail dashboard shows fees by team broken down by month for the last 12 months, the number of matters that have been worked on and fees by matter, by month for the last 12 months.

The Client Detail dashboard shows fees by team broken down by month for the last 12 months, the number of matters that have been worked on and fees by matter, by month for the last 12 months.

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Solicitor Dashboard

Solicitor Dashboard

The Solicitor Flash view allows individual solicitors to understand how they are progressing compared to budget. This real time dashboard is one of 2 views the solicitor can see. The second page is the Flash Time report which shows the solicitor’s chargeable time vs budget month to date and year to date.

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Learn more about Practice Intelligence

Ask us about how Practice Intelligence would work for your law firm.

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