MI reporting for solicitors and law firms
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What are MI reports?
Management information (MI) reports and reporting systems provide a valuable insight into any business and can even help you to solve problems, identify trends and make forecasts on numerous areas. MI reporting can also help you to make business improvements, such as improving customer experience.
Some examples of MI reports include:
- Customer feedback reports
- Business expenditure reports using data from online banking accounts
- KPI reports
- Sales reports
- Staff performance and target reports
Put simply, if the data can be collected, it can be reported upon. MI reporting usually involves gathering data and placing it into a reporting template, such as a dashboard so that it can be visualised and easily analysed.
MI Reporting for Law Firms
Most case management systems, such as Proclaim, can be developed to allow law firms to create MI reports and KPI dashboards as they hold endless amounts of business data.
In the current competitive fast paced legal market, the ability to predict and react to changing circumstance is paramount to a firm’s success. Furthermore, the ability to do this is substantially improved when in-depth data can be retrieved at any desired time, and a case management system report is a reliable and effective means of achieving this.
Consequently, a key facet of any successful business is the ability to recall and analyse data as and when needed, in a meaningful manner. Whilst some case management systems come with out of the box reports, most businesses soon find they need to develop their own bespoke reports to cover their unique business needs.
Furthermore, KPI reports can be output into dashboards to help your firm easily visualise data.
How can Legal Practice Support Assist?
Legal Practice Support have many years of experience in creating versatile and detailed MI reports for law firms to provide a range of different business functions.
Some of the areas which we are skilled in include financial, management information, dashboard, KPI and trend reporting. Through our experience, we have enabled many of our clients to obtain and analyse information, which in turn has aided them experience the growth they desired.
Furthermore, with the correct setup you can ensure that all key reports are scheduled to run automatically and to be disclosed to predefined contacts or locations at specified times. Thus ensuring fee earners are never missing the information you need to make key business decisions.
So should you need to know how long it takes on average for a settlement to equate to physical money in your office account, we can assist.
Should you wish to know how many cases lack CNFs, again not a problem. Perhaps you just want a firm wide summary of how many cases your business has and how many are within different key stages, again we can help.
Whilst we excel in building advanced case management system reports, perhaps more importantly, it is our ability to spot where your business would benefit from a report that really makes the difference.
The software development team at Legal Practice Support specialise in taking the out-of-box case management software and developing it to your firm’s bespoke needs
If you would like to discuss how a Developer from the LPS team could assist your law firm, please do not hesitate to contact enquiries@legalpracticesupport.co.uk to provide us with your reporting requirements.
Legal Practice Support is a company registered in England with a Head Office based in Bolton. Although we are based in the North West, we are well equipped to assist businesses throughout the country.
Reviews
Satisfied client stories
"Since we first began utilising the services of Legal Practice Support, we have seen a dramatic improvement in the capabilities of our Proclaim system. The system has seen substantial enhancements with regards to automation; tasks that previously could take staff hours, can now be completed within minutes."
"Prior to their (Legal Practice Support) involvement, we had little to no reporting; and what we did have was generally manually accumulated data on spreadsheets. Since Legal Practice Support began enhancing our system, they have enabled us to receive key management information as and when required, which allows us to evaluate key areas of the business, as well as provide overviews of fee earners' case progression and their performance amongst other things."
" We have had the out of the box Proclaim system for many years, and whilst we were content with its performance, it wasn't until we utilised the services of Legal Practice Support to help streamline and automate our workflows that we really saw its potential to save time and money by maximising the efficiency of our workflows."
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Contacting us is free. It's our goal to put you at ease and offer expert advice on Proclaim development, IT support and Costs Drafting
4 Bark Street East, Bolton, BL2 3PF