Business Analytics

Filevine’s Business Analytics platform empowers law firms to make data-driven decisions by transforming operational data into actionable insights. With customizable reports, real-time dashboards, and deep integration into the Filevine ecosystem, firms can monitor performance, optimize workflows, and drive profitability with precision.

Features

• Custom Report Builder: Create tailored reports from any data point in Filevine, including tasks, notes, deadlines, billing, and custom fields.
• Pre-Built Report Templates: Access a library of ready-to-use reports for common legal metrics and workflows.
• Interactive Dashboards: Visualize data through charts, graphs, and tables for quick insights.
• Automated Report Scheduling: Set up recurring reports to be delivered via email or accessed in-platform.
• Advanced Filtering & Grouping: Segment data by user, case type, date range, or any tracked field.
• Export Options: Download reports in CSV, Excel, or Word formats for external sharing or analysis.
• Permission-Based Access: Control who can view or edit reports based on team roles and security settings.
• Audit Reports: Track user activity, task completion, and performance metrics across the firm.

Capabilities

• Firm-Wide Visibility: Monitor caseloads, deadlines, and team performance in real time.
• Financial Insights: Analyze revenue, expenses, billing efficiency, and trust accounting (when integrated with billing).
• Client & Contact Analytics: Track referral sources, communication history, and client demographics.
• Document & Workflow Tracking: Measure document usage, upload activity, and workflow bottlenecks.
• Marketing Attribution: Evaluate campaign performance and lead conversion rates.
• Custom Section Reporting: Generate reports from any custom data fields or intake forms used in your workflow.

Benefits

• Informed Decision-Making: Replace guesswork with data-backed strategies for staffing, marketing, and operations.
• Increased Productivity: Identify inefficiencies and optimize team performance with real-time metrics.
• Improved Client Service: Track case progress and deadlines to ensure timely, high-quality legal work.
• Revenue Growth: Uncover opportunities to increase billable hours, reduce overhead, and improve collections.
• Scalable Insights: Adapt reporting to firm size, practice area, and evolving business needs.
• Compliance & Transparency: Maintain audit trails and ensure accountability across all operations.