BI for the Legal, Patent and Accounting Industries
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Focus on profitability, not just activity
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Stay competitive in an increasingly commodity driven environment
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Enable Partners, Analysts and Fee Earners to make fact based decisions
Our purpose built Business Intelligence solution for the Legal, Patent and Accounting industries provides simple, focused and intuitive dashboards, aimed at turning your data into business insights from which you can encourage profitable behavior and avoid unprofitable behavior, with a goal of increasing profits.
Dashboards
Analyze Hours, Revenue and Profitability, by any dimension of your business. Invoiced vs. WIP, review over time, compare against Target.
Simple to use Interactive Dashboards; Filter, Slice & Dice, Drill
KPI's & Features
Activity
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Client billable hours
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Client non-billable hours
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Other non-billable hours
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# New Clients & Cases
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# Closed Clients & Cases
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Conversion Rates
Profitability
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Cost Allocations
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Profit Calculations
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Lowest level of granularity
Collections
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Customer & Aged Debt
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Write-offs
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Who is paying, or not
Costs
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Fee Earner Salaries
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Secretarial Overheads
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Other Direct Costs
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General Overheads
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Supplier Costs
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Associate Costs
Revenue
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Billable Hours
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General Services
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Official Fees
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Uplifts and Discounts
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Miscellaneous Charges
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Invoiced vs. WIP
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Write-offs
Customer Referrals
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Referred Business
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Partner Value
Targets
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Any Target, Any Measure
Slice & Dice
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Fee Earner
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Cases / Accounts
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Case Type and Status
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Client and Client Groupings
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Practice Groups
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Industry Classifications
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Fee Earner Level
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Work Types
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Offices, Currencies
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States, Countries, Regions
Our solution comes in 3 parts;
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an automated engine that allows us to integrate with your case management, practice management or time and billing systems
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a data model and calculations engine that massages your data into shape and runs profitability allocations and calculations
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a set of reports and dashboards to present the information to your users in easy-to-use and interactive tables and charts
How our Solution Works
First we take you through our data model, confirm your requirements and update our model accordingly. At the heart of any BI solution is the data model - a model that represents your business and the information you need to analyze.
Next, we source data from your case management, time and billing, invoicing and HR systems, and bring it all together in one place.
Then we model hourly costs, via one of our inbuilt methods or a method of your choosing.
We then run all the data through our calculation engine, to calculate profitability at the lowest grain.
Finally, we present the data in a suite of reports and dashboards, for your consumption.
And all of this with the power of automation in the background, so wherever you want us to customize we can do so quickly and cost effectively.
Any Location, Any Size, Any Sectors
We have experience working and delivering software in Europe, Asia and the USA. However diversified or global your business is, we can help.
Our software has been built to be high performance, so no matter what size your company or requirement, we can meet your needs.
It doesn't matter how many sectors, practice groups, partners or people you have, our data driven model will meet all your requirements; from Family, to Corporate, Commercial, Real Estate, Banking & Finance, to Intellectual Property.