Power BI integration for law firms

Gain valuable insights into your legal practice with Lawsyst’s seamless Power BI integration. Advanced legal reporting features empower law firms to transform complex financial and operational data into actionable intelligence, driving efficiency, profitability, and strategic growth.  

Book a demo
Banner Image

Make more informed business decisions with Power BI for legal practices

Lawsyst’s Power BI integration gives law firms and legal professionals access to centralised dashboards that offer a comprehensive view of practice performance. Whether you need to monitor revenue trends, measure case resolution times, or analyse staff productivity, these intuitive business intelligence tools provide data-driven insights that help streamline workflows, identify areas for improvement, and enhance compliance and profitability.  

By leveraging the benefits of Power BI, practices can visualise key performance indicators within our legal case management system at the click of a button, removing the need to capture data manually and spend hours poring over complex spreadsheets.  

 

Insights tailored to your law firm with customisable dashboards

Whether you need a high-level overview of operations or a detailed breakdown of individual performance, our Power BI integration covers every eventuality. We provide a selection of pre-made dashboards that deliver instant practice insights, as well as the option to create visuals from scratch. Your dashboards can be viewed, shared, and amended by any member of your team, to foster greater collaboration and transparency across departments. 

 

Gain deeper insights by diving into the data

In addition to providing a bird's eye view of your firm’s performance, Lawsyst’s Power BI integration enables you to take a deeper look into key metrics and segment data based on specific matters, departments, individuals, and time periods. This allows you to scrutinise operations in minute detail, uncover inefficiencies, and use these findings to make more effective business decisions.  

 

Rise to key performance challenges

See how your firm measures up against strategic objectives. Power BI dashboards enable real-time KPI reporting, allowing you to set and monitor key performance indicators based on specific business goals, evaluate team and individual team productivity, and improve profitability and efficiency. These insights give you the power to continuously adapt to challenges and make changes accordingly, helping you get the most out of your team and deliver the best results for your clients. 

 

Connect to various data sources

Lawsyst’s Power BI integration is designed to pull data from multiple sources, such as SharePoint, Excel and Lawsyst itself, enabling you to develop a comprehensive, real-time picture of your firm. By centralising this information, Lawsyst provides key staff members with instant access to up-to-date insights and makes decision-making easier than ever.   

 

Find out more

Connect other essential business tools to our practice management system  

Lawsyst integrates with numerous platforms and systems used by legal professionals in their everyday operations, helping to save time, reduce manual tasks and boost productivity. 

 

  • Legal accounting systems

Streamline routine financial management tasks by connecting to your Xero accounting software or our MTD-ready VAT return system. Lawsyst's legal accounting integrations give you greater control over cash flow, enable accurate record-keeping, and ensure industry compliance. 

 

  • Microsoft Outlook

Synchronise calendars to keep fee earners and legal staff on top of key deadlines and crucial client appointments. With Lawsyst’s Outlook integration, you can ensure optimal case management efficiency at all times.  

 

  • CRM systems

Simplify lead scoring, turn prospects into customers, and increase client engagement and retention. Lawsyst integrates with HubSpot, SugarCRM and Salesforce, giving you the power to manage leads, track communication history, and identify opportunities for growth from one unified platform. 

 

  • Alternative data visualisation platforms

Use other data visualisation platforms to uncover trends, correct inefficiencies, and make better business decisions? Explore our integrations for Tableau and Looker Studio and understand your data better. 

 

Frequently Asked Questions
What is Power BI, and how does it integrate with Lawsyst?

Power BI is a Microsoft business intelligence and data visualisation tool that allows users to analyse and present data in real-time. Lawsyst’s integration with Power BI enables law firms to transform complex case management and financial data into interactive reports and dashboards, providing instant, actionable insights to enhance decision-making.

Can I customise my Power BI dashboards in Lawsyst?

Yes! Lawsyst provides pre-built dashboards that cover key areas such as case tracking, client data, financial performance, and productivity. You can fully customise these dashboards or create your own from scratch to focus on the KPIs that matter most to your firm.

What kind of data can I track with Lawsyst’s Power BI integration?

Lawsyst’s Power BI integration allows you to monitor case progress, financial performance, client and matter data, and staff productivity.

How does Power BI streamline legal financial management tasks?

With Power BI's real-time financial dashboards, law firms can monitor cash flow and outstanding payments, ensure VAT compliance, compare profitability across practice areas, and generate custom financial reports.

Can Power BI help law firms identify growth opportunities?

By analysing trends in case outcomes, client acquisition, revenue, and workload, law firms can use Power BI to identify high-value practice areas, improve client retention strategies, and allocate resources more efficiently for increased profitability.

Is Power BI difficult to use for law firms without technical expertise?

Lawsyst’s Power BI integration is designed to be user-friendly and intuitive. Our pre-built dashboards simplify reporting, and customisable filters allow law firms to generate detailed reports in just a few clicks.

Can multiple team members access Power BI dashboards in Lawsyst?

Yes. Lawsyst allows collaborative access, meaning different departments, such as finance, case managers, and senior partners, can view and share dashboards relevant to their role, which aids transparency and supports better decision-making.

How does Power BI compare to traditional reporting methods?

Unlike static reports, Power BI provides real-time data visualisation, automated updates, and interactive dashboards that allow for deeper analysis. This eliminates the need for time-consuming data entry and enables firms to make proactive, data-driven decisions in half the time.

How does Lawsyst’s Power BI integration improve decision-making?

Lawsyst’s Power BI dashboards provide law firms with real-time, data-driven insights that can optimise case workflows, enhance financial decision-making, and improve staff productivity. By identifying key trends and performance indicators, firms can make strategic adjustments to boost efficiency and profitability.

Will my firm receive training on how to use Power BI with Lawsyst?

Yes, Lawsyst offers live training sessions and on-demand support to help law firms get the most out of Power BI. Our experts provide guidance on navigating dashboards, generating reports, and customising data visualisation to match firm-specific needs, ensuring a seamless user experience.

How can my firm get started with Lawsyst’s Power BI integration?

Book a live demo to see Lawsyst's Power BI integration in action and discuss your reporting needs. With instant access to real-time analytics, firms can begin making smarter, data-backed decisions right away with Lawsyst and Power BI.

If there’s anything we haven’t covered here or you have any specific questions about your account, just let us know and we’ll be happy to answer them. If you’re not a customer yet but curious about our plans, contact us