Step 01
Data Collection
We integrate with your existing systems and compile the right operational and financial data.
Service · Customized Reporting
Customized Reporting
Transform your law firm's data into actionable insights with tailored reports built around the exact decisions you want to make.
Custom Report Composer
PDF + DashboardReports Live
14
Refresh Cycle
15m
Data Sources
5
Executive Views
9
Selected modules
OriginationIncluded
AllocationIncluded
Budget vs ActualIncluded
CollectionsIncluded
UtilizationIncluded
RealizationIncluded
Practice MarginIncluded
A/R AgingIncluded
Origination Mix
12 channels
Matter Budget Drift
3.4%
Collections by Team
93%
Productivity by Role
9 cohorts
A/R > 30 Days
14.8%
Practice Margin
31.2%
Data-Driven Decision Making
Tell us what you want to track, compare, and improve, and we map those goals into clear executive dashboards and recurring reports.
42%
Increased Profitability
With data-driven decisions
3.5x
Faster Insights
Than manual reporting cycles
85%
Resource Optimization
Through better allocation
Comprehensive Reporting Solutions
Our report suite is designed to help leadership optimize firm performance and profitability.
Origination Report
Track client acquisition channels, originating attorneys, and downstream revenue impact.
- Identify the most effective acquisition channels.
- Track which attorneys are bringing in business.
- Analyze profitability of new client relationships.
Allocation Report
Analyze revenue distribution across attorneys and teams for compensation and staffing decisions.
- Understand revenue distribution across your team.
- Identify top performers and growth opportunities.
- Track billable revenue trends over time.
Matter Budgets Report
Monitor budget-to-actual performance at the matter level to protect margin and client trust.
- Set accurate budgets using historical patterns.
- Identify matters exceeding budget earlier.
- Improve profitability and resource allocation.
Productivity per User Report
Track timekeeper efficiency, utilization, and output consistency across your team.
- Identify the most efficient timekeepers.
- Improve billing practices and time capture.
- Set realistic productivity targets.
Productivity per Matter Report
Analyze how time is allocated across matters to improve staffing and future pricing.
- Find matters consuming disproportionate effort.
- Improve matter-level efficiency planning.
- Optimize staffing and pricing decisions.
Collections Report
Track billing and collection health to improve cash flow and reduce receivables risk.
- Improve forecasting and cash flow visibility.
- Surface collection issues before they escalate.
- Optimize billing and collections workflows.
How It Works
A structured process ensures data quality, clear visibility, and practical recommendations.
Step 02
Analysis
Our team processes and analyzes your firm's data against priority business questions.
Step 03
Visualization
Complex data is transformed into clear, actionable dashboards and report views.
Step 04
Insights
You receive tailored recommendations tied to measurable opportunities and decisions.
Why Reporting Matters for Law Firms
In a competitive legal market, data-driven reporting is essential for optimizing performance and profitability.
Challenges Without Proper Reporting
- Limited visibility into firm performance
- Difficulty identifying profitable practice areas
- Inefficient resource allocation
- Missed growth opportunities
- Inconsistent decision-making
Benefits of Customized Reporting
- Clear visibility into performance and profitability
- Faster identification of high-margin work
- Better staffing and allocation decisions
- Data-backed strategic planning
- Improved client service and transparency
Seamless Integration
Reporting is anchored in Clio data and can incorporate additional firm data exports where available, without disrupting your workflow.
Supported Reporting Inputs
- Clio (primary production data source)
- PracticePanther exports
- MyCase exports
- Smokeball exports
Flexible Integration Approach
- Map your current systems to a unified reporting model.
- Avoid operational disruption during onboarding.
- Adapt report structure as your firm evolves.
- Support additional legal systems as needed.
Transform Your Firm's Data into Strategic Insights
Our customized reporting solutions help law firms make data-driven decisions that drive growth and profitability. You define the questions; we build the reporting system around them.
Outcome 01
Make profitability, staffing, and growth decisions with clearer confidence.
Outcome 02
Reduce time lost to manual reporting and fragmented data pulls.
Outcome 03
Create recurring executive reporting rhythms with consistent definitions.
Outcome 04
Increase accountability across teams through shared performance visibility.