Custom Legal Reporting with Viewpoint.
Access data insights through beautifully designed visuals using our custom legal reporting software.
We provide visually appealing, intuitive, interactive, business intelligence reporting.
Viewpoint is our cloud-based business analytics platform that gives you a single view of your critical business data. You can monitor the health of your firm easily each day through easy to use and understand dashboards and reports.
All reports are stored in the cloud, allowing your users to access them anywhere, anytime from any device. All data is securely stored with the ability to limit report access to the necessary staff members within your organisation.
Viewpoint is built on Microsoft’s Power BI – Microsoft’s business analytics tool. It supports and expands on the reporting available in Actionstep so you can track key metrics, identify trends, and have a complete understanding of your law firm.
Why do you need legal reporting software?
The more information you have about your law firm’s performance, the more effectively you can identify weak spots that need attention, such as inactive matters or outstanding invoices.
Running manual reports is a time-consuming process which can take you away from important client work. With legal reporting software, custom reports can be generated as often as you need for any practice area.
Legal reporting software puts critical business data at your fingertips using interactive visual insights. Legal teams have a clear and concise way to view key metrics so they can improve the client experience, streamline workflows, and ultimately grow your law firm.
Viewpoint
Viewpoint is a dynamic and interactive set of dashboards and reports that give you a holistic, birds eye view of your firm with the ability to easily deep dive into data points.
The reports have been created based on our clients’ needs and feedback. It enables Actionstep clients to have a comprehensive set of reports through a monthly subscription rather than a large up-front project cost.
It includes the following reports and dashboards:
Managing Partner Dashboard
Aged Debtors Report (Summary & Detail)
File Openings Report
Fees Billed Report (Fee Earner & Clients + Matters)
Productivity Report (Time Recording & Detail)
WIP Report (Summary & Detail)
Daily Time Recording
Monthly Subscription
Visual
Reporting
Holistic Dashboards
Ease of Use
Easy and Familiar to use
Close Gaps in Actionstep
Custom Legal Reporting.
Firms often need a level of customised reporting that their practice management system cannot offer. If you find yourself in that situation, we’d love to help.
When building custom reports, we can take data from different sources and apply different levels of security. You can export reports on a range of areas including financials, staff performance (individual or team), firm performance, management, marketing and business development. Reports themselves can be accessed via email, browser or mobile application. Your logo and law firm branding can be applied.
We work closely with you to scope exactly what you would like to report and give you a fixed fee quote. Our team has extensive experience working in legal firms as Practice Managers, CFOs and IT managers. We know legal, which means that we can help you with practical design as well as implementation. We also offer training on how to access and use your reports.
Personalised Dashboards
Visual
Reporting
Pull Data From A Variety of Sources
Improve Business Decision Making
Easy and Familiar to Use
No Need for Excel and Formulas
Optimise your law firm’s performance with custom reporting from Verlata
Verlata develops custom legal reporting tools through Microsoft’s Power BI to transform your data into insights, allowing your firm to make better strategic business decisions.
Because Power BI doesn’t mind where your data comes from, neither do we. We support a wide range of legal practice management systems.
We are right beside you every step of the way with legal reporting software, from initial contact, through to onboarding, implementation and beyond. Our solutions are tailored to your requirements, ensuring we deliver outstanding results every time.
Contact Verlata today for custom legal reporting solutions that can help you improve efficiency within your firm and make actionable plans for growth.