Reporting & Dashboards · Legal

Reporting & Dashboards for Legal

Connect Power BI to your existing data sources and get live dashboards and automated reports so you always know where your business stands.

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Why legal businesses choose this

Reporting & Dashboards built for legal

Legal practices and law firms bill by the hour, yet fee earners spend a significant share of their day on unbillable work: chasing client documents, tracking limitation dates, and compiling matter status updates. When matter intake takes days and compliance deadlines slip during busy periods, both revenue and professional liability are at risk. Automating intake workflows, deadline alerts, and billing processes on Microsoft 365 protects revenue and reduces risk simultaneously.

Reduce new matter intake from 3-5 days to same-day with automated workflows

Eliminate missed limitation dates and filing deadlines with escalation alerts

Recover 5-8 billable hours per fee earner per week from admin overhead

How it works

What we actually build and deliver

We connect Power BI to your data sources — accounting software, CRM, spreadsheets, databases, or APIs — and build dashboards that update automatically. Each dashboard is designed around the questions your team actually asks: revenue, margins, pipeline, utilisation, or compliance. We set up scheduled email reports so stakeholders get the numbers without logging in. Your team gets a live, single source of truth instead of manually compiling reports each month.

The problem

What is slowing legal businesses down

Client onboarding and conflict checks take days

New matter intake involves forms, ID verification, conflict searches, engagement letters, and billing setup across multiple people and systems — none of it coordinated.

Billable time leaking to non-billable admin

Fee earners spend hours on document chasing, deadline tracking, and status updates that should be automated. Every hour lost is revenue not recovered.

Compliance deadlines missed when matter volume spikes

When the team is stretched, limitation dates, court filing deadlines, and regulatory submissions can slip — creating serious professional liability risk.

What we build

Reporting & Dashboards use cases for legal

WIP, billing, and collections dashboard

Utilisation and recovery rate reporting per fee earner

Matter pipeline and deadline compliance tracker

FAQ

Common questions

What data sources can you connect to?

Xero, MYOB, QuickBooks, Salesforce, HubSpot, SQL databases, SharePoint, Excel, Google Sheets, and any system with a REST API or data export.

How often does the data refresh?

Dashboards can refresh as frequently as every 15 minutes for Pro licences, or in near real-time with Premium. We configure the right cadence for your needs.

Can different teams see different dashboards?

Yes. We implement row-level security so each user only sees data relevant to their role, team, or region.

Can this connect to our practice management software (LEAP, ActionStep, Clio)?

Yes. Power Automate has connectors for LEAP, Clio, and ActionStep. We confirm integration scope during discovery.

How is client confidentiality protected?

All automation runs entirely within your Microsoft 365 tenant. No client data touches any external server or third-party platform.

Can this help a small firm of 3–10 lawyers?

Yes. Most of our professional services clients are boutique practices. We size the solution to your volume and budget.

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Ready to automate your legal business?

We will scope the work, provide a fixed price, and you decide. No obligation.

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