Law Firm Dashboard

(Based on sample Clio software dataset)

Do you use Clio (https://www.clio.com), a leading legal practice management and client intake software? Clio is a cloud based tool that helps you run your law practice easier.

As a user of Clio, you have a lot of data and if you’re not putting it to good use, you’re missing something that’s really valuable to you.

We can help you connect to your Clio data and implement a dashboard for you, so that you can get the critical key performance metrics at your fingertips.

Take a look at the sample dashboard below, based on actual Clio data structure. And imagine seeing your own law practice’s numbers come alive in the dashboard.

Please contact us for a walk through of this demo.

 

Law Firm Practice Dashboard

  • Visually shows the most critical KPIs (Key Performance Indicators)

  • Connects to your Clio data and refreshes daily for latest numbers

Insights

  • Billing Activities - have visibility into your weekly, monthly, quarter, and future billings

  • Past Due - stay on top of what is owed to you

  • Matters - be aware of all active/open matters

  • Time Entry - do you know your team’s productivity? How many Billable hours vs. Non-Billable hours? Many of you are spending hours on matters and cases but are not billable to clients. You want to keep an eye on these Non-Billable hours and catch them before they go out of control

  • Tasks - keep track of outstanding tasks assigned to teams. See key metrics like average days outstanding

Microsoft Power BI is the tool Aver Analytics uses.  It is an “add-on” cloud based tool.  This means, you do not replace your existing systems (Case Management System, timekeeping, etc).  Power BI simply connects to multiple data sources you already have.

Source: Sample, randomly generated data set based on Clio software data structure.

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