Practice Intelligence

Know your numbers.
Act on them.

A powerful performance dashboard for progressive, high-performing law firms. Developed with law firms, for law firms.

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In short

What is Practice Intelligence?

Practice Intelligence is a reporting dashboard developed for partners and managers of progressive law firms who want to understand what is happening in their firm every day. Built on Microsoft Power BI, it brings your practice management data together in management and individual dashboards, with benchmarking against peer firms. It works with LEAP, Actionstep, InfinityLaw, OneLaw, FilePro, Practice Evolve and Aderant.

Now available with

  • LEAP
  • Actionstep
  • InfinityLaw
  • OneLaw
  • FilePro
  • Practice Evolve
  • Aderant

What is Practice Intelligence?

Your firm’s data, in one easy-to-understand view.

Practice Intelligence brings your firm’s data together in an easy-to-understand, multi-level series of dashboards. Developed on Microsoft’s customisable Power BI platform, it breaks your data down into five main areas: company overview, team, solicitor, client and fees. Each is only viewable by those with permission.

With management and individual views, Practice Intelligence gets fast buy-in from your team and lets managers have the conversations they want to have. As well as saving the time it takes to create management reports, it lets you drill down into the detail to understand the cause of the results.

Results

In our clients’ words

“The impact of implementing Practice Intelligence was immediate, and made all Producers conscious of their performance metrics and gave Partners/ Management easy access to valuable insights across all Teams.”

Peter Rothwell
Finance Manager, Govett Quilliam

“The IT Simply Team are fantastic to work with. Nothing seems to be a problem and they have a great understanding of how law firms work and what the drivers of performance are. We thought that we had a good understanding of our business until IT Simply produced PowerBI-based reporting for us that opened our eyes to many of the performance measures and metrics that we rely on. Tasks that once took us hours to produce analysis and reporting are now at our fingertips. We are continuing to improve our performance and could not easily do this without the insights that IT Simply deliver us via PowerBI. We are really looking forward to the next steps in our journey where the insights are translated into actions that drive more material performance improvements. IT Simply will be a big part of this.”

Cameron Madgwick
Chief Executive Officer, Gibson Sheat Lawyers

Management dashboards

The whole firm, every morning.

The management and partner dashboards can only be viewed by the partners and management team. They include:

  • Company overview, including fees against budget
  • Current WIP and debtors by group, team, author and client
  • Fees against budget for teams and individual authors
  • Team averages across the firm
  • Client fees and time by matter and by team
  • Chargeable time by activity and author for the last 12 months
Practice Intelligence management dashboard

Individual author dashboards

Every author, their own numbers.

Each author has their own dashboard, so they can monitor their progress against budget. The four individual author dashboards include:

  • Chargeable time against budget, and billed, for the month and year to date to yesterday
  • Average chargeable hours per day for this month and year to date
  • WIP and debtor information for the individual author
  • Individual KPI tracking of fees and time
Practice Intelligence individual author dashboard

“Partners have easy access to a wealth of practice metrics in both Windows and iOS environments and authors have quick and easy access to key metrics such as daily hours and detailed WIP and debtor information.”

Peter Rothwell
Finance Manager, Govett Quilliam

Security and access

Everyone sees what they should, and nothing more.

Access is permission-based: partners and management see firm-wide dashboards, and each author sees their own performance.

Benchmarking

See how your firm compares.

Practice Intelligence includes benchmarking against peer firms on fees per hour, chargeable time, write-offs, WIP days and debtor days, using aggregated and anonymised data.

About benchmarking

FAQ

Frequently asked questions

Which practice management systems does Practice Intelligence work with?

LEAP, Actionstep, InfinityLaw, OneLaw, FilePro, Practice Evolve and Aderant.

What is it built on?

Microsoft Power BI, customised for law firms.

Which devices does it work on?

Partners and authors use it in both Windows and iOS environments.

Who sees what?

Access is permission-based: partners and management see firm-wide dashboards, and each author sees their own performance.

Does it work for Australian firms?

Yes. Practice Intelligence is available to law firms in New Zealand and Australia.

See Practice Intelligence on your own numbers.

Book a call and we’ll show you how it works for a firm like yours.

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