Legal reporting is crucial for client satisfaction and operational success.
- Advanced tools like Visualfiles streamline reporting processes.
- Pro2SQL technology significantly reduces reporting time.
- Data visualisation is enhanced through SSRS and Power BI dashboards.
- Workshops empower firms to leverage their own data effectively.
In the evolving landscape of legal services, efficient and detailed reporting is more than a necessity; it is a hallmark of excellent client service and organisational success. Advanced systems, such as Visualfiles, offer solutions to streamline this process, allowing firms to meet client expectations adeptly and to positively influence their business outcomes.
Visualfiles employs Pro2SQL technology to offer advanced reporting capabilities. This technology enables the replication of live Visualfiles databases for reporting purposes. By doing so, it allows the use of sophisticated business intelligence tools like SSRS and Power BI to visualise data without compromising system performance. This dramatically reduces the time required to generate customised reports, cutting it down to mere seconds.
Using tools such as SSRS or Power BI, legal firms can present extracted data in user-friendly formats. This includes dashboards that eliminate the need for manually manipulating data in Excel, which is often prone to errors and inefficiency. Various formats such as bar charts, pie charts, and tables allow for data interaction, enabling users to manipulate and drill down into information to enhance transparency and visibility on projects.
For example, regularly generating three reports for 50 clients can consume up to 25 hours weekly when done manually. By utilising Visualfiles, firms can deliver these reports more efficiently, freeing up valuable time and resources. The ability to create complex or simple reports aids senior management in reviewing case progress across the organisation quickly, even at odd hours, thereby supporting informed decision-making.
Furthermore, from a strategic perspective, these reports provide critical insights necessary for informed business decisions. They can assist in identifying areas for improvement, such as enhancing conversion rates from quotes to actual instructions. In detailed scenarios, firms can analyse geographical trends in conveyancing caseloads, determining where attention and resources should be concentrated to maximise marketing efforts.
Real-time reporting on Visualfiles extends to a broad spectrum of data, allowing firms to monitor case risk levels and fee earner capacities. This updating process supports a transparent operational environment and ensures that the wider team has access to the latest information, fostering an informed and balanced working approach.
Workshops conducted as part of implementing this technology prove invaluable. These sessions help firms develop their report crafting skills, using actual data to build a robust library of examples tailored to meet specific needs. The practical experience gained in these workshops represents a significant return on investment for participating organisations.
Visualfiles empowers legal firms with advanced reporting tools, enhancing efficiency and decision-making.
