Most law firms using Proclaim are sitting on a huge amount of data without realising quite how useful it could be. Every case, task, and time entry logged in the system builds up into a rich source of management information, but unless that data is being pulled out and presented in a useful way, it tends to stay locked away rather than actively helping the business make decisions.

Why MI Reporting Matters for Law Firms

Management information (MI) reporting is about turning the day-to-day data your case management system collects into insight that helps you run the firm more effectively. For law firms, this might mean understanding which fee earners are managing the highest caseloads, where cases are getting stuck in the pipeline, or how profitable certain case types really are once time and disbursements are accounted for.

Without good MI reporting, these insights often rely on guesswork or manual spreadsheet work, both of which take time and are prone to error.

What Proclaim Offers Out of the Box

Proclaim includes built-in reporting tools that can generate useful management information without any additional development. These cover the basics well, things like caseload summaries, financial reports, and compliance-related outputs.

For many firms, though, the out-of-the-box reports only tell part of the story. They’re often built around general use cases rather than the specific questions a firm’s partners or department head actually want answered, which is where custom reporting and further development of Proclaim MI reports tend to come in.

Custom Reporting and Proclaim Development

Because Proclaim is highly configurable, custom reports can be built to answer the exact questions your firm cares about, whether that’s tracking a specific KPI across departments, automating a report that currently takes someone hours to compile manually, or surfacing data in a format that’s easier for non-technical staff to interpret.

This kind of Proclaim development work doesn’t just save time once; it removes a recurring task from someone’s week, every week, which adds up considerably over a year.

Extending Proclaim with Power BI

For firms wanting to go further, connecting Proclaim to Power BI opens up a different level of reporting altogether. Power BI allows data from Proclaim to be presented as interactive dashboards, with real-time updates, drill-down detail, and visualisations that are far easier to digest at a glance than static reports.

This is particularly valuable for maximising the efficiency of management meetings, where partners and department heads can view live performance data rather than relying on reports that may already be a few days out of date by the time they’re reviewed.

Getting the Most from Your Case Management Data

Whether it’s refining existing Proclaim MI reports, building custom reports around your firm’s specific needs, or setting up Power BI dashboards for real-time business intelligence, the goal is the same: making sure the data your legal practice already has is actually working for you.

If you’d like to explore what your current Proclaim setup could be reporting on, get in touch with our team by filling out our enquiry form below, or email enquiries@legalpracticesupport.co.uk to talk through the options.

Frequently Asked Questions

What is MI reporting in Proclaim?

MI (management information) reporting in Proclaim refers to reports and data outputs that help law firms understand how the business is performing, covering areas such as caseloads, financials, fee-earner productivity, and compliance.

Can Proclaim be connected to Power BI?

Yes. Proclaim data can be connected to Power BI to create interactive, real-time dashboards, giving firms a more visual and up-to-date view of performance than standard static reports.

Do I need custom development to get better reports from Proclaim?

Not always, Proclaim’s built-in reporting covers many common needs. However, for firms with specific KPIs or recurring manual reports, custom Proclaim development can save significant time and provide more relevant insights.