Visualise your law firm's data with our Tableau integration

Leverage Tableau’s comprehensive data visualisation and analysis tools to spot business trends, enhance decision-making, and drive growth. Our seamless Tableau integration enables your firm to populate charts, dashboards, and reports with key data from within Lawsyst itself, helping you to gain a clearer understanding of your practice and use these findings to optimise performance.  

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Break down data silos and identify opportunities 

Our Tableau integration allows you to consolidate your firm’s data into centralised views that offer real-time insights into revenue, case resolution speed, individual productivity, and more. With Tableau and Lawsyst, quick access to key performance metrics are just a click away, without the need to carry out manual data collection, juggle multiple systems, or interpret scattered spreadsheets. 

 

Customisable views for deeper analysis

Whether you need a quick snapshot of key metrics or a more detailed breakdown, our Tableau integration covers every base. We can provide a suite of pre-made charts and dashboards focused on key areas of your practice, as well as training on how to create your own data visualisations from scratch. Once built, your team can share and refine these views as they go, fostering greater transparency and efficiency across your firm.  

 

Take a deeper dive to gain actionable insights 

In addition to providing a powerful visual overview of your firm’s performance, Lawsyst’s Tableau integration enables you to segment your data based on specific matters, clients, individuals, departments, time periods, and more. With Lawsyst and Tableau, you can interrogate critical information more effectively, to unlock opportunities, identify inefficiencies, and make better decisions.

 

Track KPIs in real time

With Tableau’s data visualisation software, law firms can monitor key performance indicators against specific business goals and track progress effortlessly. With the ability to spot key patterns and predict future trends in real time, you can make transformative, data-driven adjustments that improve enhance client satisfaction, staff performance, and firm efficiency in an instant. 

 

Integration with multiple data sources

Tableau connects with various data sources, including Microsoft Excel, Google Analytics and Lawsyst itself, enabling you to build a comprehensive, real-time picture of your firm's performance. With all of your insights in one place, you can analyse trends and take informed actions without switching between multiple platforms.  

 

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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 Power BI and Looker Studio and understand your data better. 

 

Frequently Asked Questions
What is Lawsyst’s Tableau integration?

Lawsyst’s Tableau integration connects our legal practice management system with Tableau’s data visualisation tools, enabling deeper insights into firm performance.

How can law firms benefit from using Tableau?

Law firms can use Tableau to track key performance indicators (KPIs), identify business trends, streamline decision-making, and improve overall efficiency.

What types of data can be visualised with Tableau?

Firms can visualise data related to revenue, case resolution speed, staff productivity, client trends, and operational efficiency.

Can Tableau help improve case management?

Yes. Tableau enables firms to analyse case timelines, monitor case loads, and identify bottlenecks for better workflow management.

How does Tableau enhance financial management?

Tableau allows firms to monitor revenue trends, billing efficiency, overdue invoices, and profitability metrics in real time.

Is Tableau useful for tracking employee performance?

Yes. Firms can assess individual and team productivity, case completion rates, and billable hours with Tableau’s visual analytics.

Can I create custom reports?

Yes, Lawsyst can provide pre-built dashboards and help you create customised reports to match the specific needs of your law firm.

How does Tableau integration eliminate data silos?

Tableau pulls data from multiple sources, including Lawsyst, Microsoft Excel, and Google Analytics, into a single, unified dashboard.

Does Tableau help with compliance and risk management?

Yes, firms can use Tableau to monitor compliance metrics, track regulatory adherence, and detect potential risks in real time.

Can multiple team members access Tableau views?

Yes, authorised team members can view, modify, and share charts, graphs, and dashboards, which fosters collaboration and transparency across your firm.

Does Tableau provide real-time data updates?

Yes, Tableau continuously updates data, ensuring your firm has access to the latest insights for informed decision-making.

Can Tableau help forecast future trends?

Yes, Tableau’s predictive analytics tools can help law firms anticipate case trends, client demands, and financial projections.

How do I get started with Lawsyst's Tableau integration?

Contact Lawsyst for a consultation and demo, and we’ll help you integrate Tableau into your firm’s workflow seamlessly.

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