Custom Reporting with Power BI.

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.

Custom Reports.

When building custom reports, we can take data from different sources and apply different levels of security.

You can report 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 firm branding can be applied.

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.

We work closely with you to scope exactly what you would like to report and give you a fixed fee quote.

 
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