Power BI Integration: A Case Study

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What is Power BI Integration?

Power BI integration refers to the process of incorporating Power BI, a business analytics service by Microsoft, into various systems, applications, and workflows to enable advanced data visualisation, reporting, and business intelligence capabilities. This integration can be done in multiple ways, allowing firms to leverage Power BI’s features within their existing tech.

Power BI integration for law firms involves leveraging the capabilities of Power BI within the context of legal practice to analyse data, gain insights, and improve decision-making processes. 

At Legal Practice Support, our team of software developers are highly experienced in many types of integration, including Microsoft Power BI. We can customise your legal technology to suit your needs and ultimately save you time and money. Please get in touch with us today to find out more.

How we helped our clients

Our team recently developed a seamless integration between Power BI and a client’s Proclaim case management system. 

This integration improved our client’s business processes due to the near real-time data analytics pulling relevant data from Proclaim. This enabled our client to view and use relevant charts and graphs to gain insight into their business. Data from Proclaim can also be presented in dynamic dashboards, and can be further drilled down to gain further specific information.

Our client reported that the integration of Power BI with their case management system also provided a huge benefit when it came to providing different data sets for different users, such as a specific firm view of data for directors, caseload view for fee earners and a team view of data for managers.

The integration we did for our clients also allows the user to manipulate and analyse their own data, for example, a user can apply filters in real time rather than having to re-run a standard proclaim report.

What are the benefits of Power BI integration?

Integrating Power BI with a case management system offers numerous benefits, enhancing the overall functionality and effectiveness of managing cases. Some key advantages include:

Enhanced Data Visualisation:

  • Power BI provides advanced data visualisation tools that transform raw data from the case management system into interactive and insightful dashboards and reports. This helps in identifying trends, patterns, and outliers quickly.

Improved Decision-Making:

  • With real-time data analytics, stakeholders can make informed decisions based on up-to-date information. Power BI’s ability to process and display data in real time ensures that decisions are based on the most current data available.

Operational Efficiency:

  • Integrating Power BI helps in tracking key performance indicators (KPIs) and metrics related to case management. This enables organisations to monitor their operations closely, identify bottlenecks, and optimise processes for better efficiency.

Customisable Dashboards:

  • Users can create customisable dashboards tailored to their specific needs, allowing different teams to focus on the metrics that matter most to them. This personalisation enhances user engagement and productivity.

Automated Reporting:

  • Power BI can automate the generation and distribution of reports, reducing the time and effort spent on manual reporting. This ensures consistency and accuracy in reporting while freeing up resources for other critical tasks.

Seamless Integration with Other Systems:

  • Power BI can integrate with other business systems (e.g., CRM, ERP), providing a unified view of data across the organisation. This view aids in comprehensive analysis and reporting.

Enhanced Collaboration:

  • Power BI’s integration with collaboration tools like Microsoft Teams and SharePoint enables seamless sharing and discussion of insights derived from the case management system. Teams can collaborate on data analysis and decision-making more effectively.

Advanced Analytics:

  • Power BI supports advanced analytics features such as predictive analytics and machine learning, which can be used to forecast case outcomes, identify risk factors, and suggest proactive measures.

Data Security and Compliance:

  • Power BI’s robust security features ensure that sensitive case data is protected. It provides role-based access control, data encryption, and compliance with various data protection regulations.

Scalability and Flexibility:

  • Power BI can handle large volumes of data and scale as the organisation grows. Its flexible integration options allow it to adapt to changing business needs and requirements.

Why choose Legal Practice Support?

Legal Practice Support are experts in software integrations for law firms, including Power BI Integrations. We are skilled in developing and optimising your system to fit 100% with your business needs.

We provide a range of services to all types of legal professionals to help their firms become more efficient and more profitable.

Our services include:

To find out more, our development team can be contacted via e-mail at enquiries@legalpracticesupport.co.uk or get in touch with us via Live Chat or the contact form below.



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."

Mark Brierley

Director, Beacon Law

"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."

Mr L Ali

Director, Hunter Price Khan

" 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."


Yasar Ali

Clarity Solicitors

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