• Microsoft Partner | Clio Integration Experts

Law Firm Analytics for Modern Practice Management Systems

Real-Time Insights Across Utilization, Billing, and Financial Performance

Law firms using Clio and other practice management systems (PMS) are under pressure to deliver faster insights, improve profitability, and meet rising client expectations—without adding operational complexity.

See Law Analytics in Action Download Playbook

Our ready-to-deploy Law Firm Analytics Solution connects case, billing, utilization, and financial data
into a single, real-time view—helping firm leaders make smarter, faster decisions with confidence.

  • The Challenge

Why Law Firms Need Better Practice Management Analytics

Even with modern PMS platforms, many law firms still face critical visibility gaps:

  • Limited insight into staff utilization and workload distribution

  • Inaccurate or inconsistent time and billing data

  • Slow collections and outstanding invoices impacting cash flow

  • Disconnected financial and operational reporting across systems

These challenges lead to revenue leakage, delayed decisions, and reduced client satisfaction.

  • The Solution

A Unified Analytics Layer for Clio and Other PMS Platforms

Our solution works as an analytics layer on top of your existing PMS, including Clio, to deliver connected insights without changing how your firm operates.

  • Staff Utilization & Productivity Analytics

    Track workload, assignments, and productivity across attorneys, teams, and matters.

  • Accounts Receivable & Cash Flow Visibility

    Monitor outstanding invoices, collections progress, and financial health in real time.

  • Billing & Revenue Insights

    Analyze billable hours, realization rates, and revenue by client, case, or practice area.

  • Operational Performance Dashboards

    Get a clear view of firm-wide performance, bottlenecks, and resource allocation—without manual reports.

  • Results

Business Outcomes for Law Firms

By consolidating PMS, billing, and financial data into one analytics platform, law firms can:

  • Improve operational efficiency and workload balance

  • Accelerate billing cycles and collections

  • Increase profitability and margin control

  • Enhance client satisfaction through better transparency and responsiveness

  • Why Us

Why This Law Firm Analytics Solution Stands Out

Fast Time to Value

Ready-to-deploy accelerators deliver insights in approximately 3 weeks.

Scalable & Future- Ready

Designed to grow with your firm and adapt to evolving reporting needs.

PMS-Friendly Integration

Works seamlessly with Clio and other leading practice management systems.

Enterprise-Grade Security

Built on Microsoft Fabric with robust access controls and data protection.

  • Ideal For

Who This Is Built For

This solution is ideal for:

Law Firms

Small, mid-size, and large law firms using Clio or other PMS platforms

Corporate Legal

Corporate legal departments managing complex matters and billing structures

Firm Leaders

Managing partners and operations teams focused on profitability, client experience, and data-driven decision-making

  • Technology

Enterprise-Ready Technical Foundation

Powered by Microsoft Fabric, including:

Data Flows

for seamless ingestion

Lakehouse

for centralized legal data

Power BI

for interactive law firm dashboards

Designed to handle large volumes of case, billing, and financial data with role-based security and compliance controls.

  • Get Started

Get Started with Law Firm Analytics

Move beyond static PMS reports and spreadsheets.

Discover how modern law firms are turning Clio data into real-time insights for utilization, billing, and profitability—without adding admin overhead.

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