Unlock actionable business insights with dynamic visual dashboards.
In the modern legal landscape, law firms must embrace technology that provides them with real-time financial insights to remain competitive and make informed decisions. PracticeEvolve software is at the forefront of innovation, offering a cutting-edge solution with its powerful visual dashboards.
Designed specifically for law firms, these dashboards revolutionise the way financial data is managed and analysed, empowering firms to gain a comprehensive understanding of their financial performance.
Real-Time Financial Insights
PracticeEvolve understands the importance of accessing real-time financial insights for law firms. With our visual dashboards, you can instantly monitor key financial metrics, such as revenue, expenses, cash flow, profitability, and more. By providing up-to-date information, PracticeEvolve enables you to make timely decisions based on accurate data, giving you a competitive edge in a rapidly changing legal landscape.
Powerful Data Visualisation
PracticeEvolve’s visual dashboards offer a powerful data visualisation toolset. Firms can transform complex financial data into visually appealing charts, graphs, and widgets, making it easier to comprehend and analyse critical information at a glance. These visual representations enhance understanding, facilitate data-driven discussions, and support strategic planning within your firm.
Customised Dashboard Layouts
PracticeEvolve recognises that each law firm has unique reporting requirements. Its visual dashboards are customisable, allowing firms to tailor the layout and display of financial data based on your specific needs. Whether it’s arranging widgets, selecting metrics, or adjusting visual elements, you can create personalised dashboard views that align with your preferred reporting style.
Drill-Down Capabilities
PracticeEvolve’s visual dashboards empower firms to delve deeper into their financial data. By offering drill-down capabilities, you can navigate from high-level summaries to granular details with just a few clicks. This functionality enables in-depth analysis, uncovering trends, patterns, and insights that drive strategic decision-making and financial optimisation.
Tailor-Made Dynamic Dashboards for All Staff
Manager Dashboard
This dashboard provides managing partners with a complete and accurate picture of the firm’s finances. It offers insights into profitability, cash flow, and identifies areas that require attention. The Partner Dashboard displays information such as outstanding debtors, total hours billed, top clients, and best-performing fee-earners, enabling informed decision-making.
Fee Earner Dashboard
Designed for fee-earners and secretarial staff, the Fee Earner Dashboard consolidates daily activities into one screen, enhancing efficiency. It provides individual billing targets, current performance, and client and matter information. Users can approve and finalise invoices directly from the dashboard, eliminating the need for manual creation or running reports.
Accounting Dashboard
Designed with accountants in mind, the Accounting Dashboard simplifies payment requests while providing a comprehensive overview of bank account balances, creditors, and debtors. This enables accurate tracking of income, expenses, and net profit/loss, empowering accountants to effectively manage the financial intricacies of the firm.
Support Staff Dashboard
Simplify support for your fee earners through our support staff dashboard. This centralised hub brings together all daily activities into one screen, boosting efficiency. Whether it’s managing multiple matters or supporting various clients, this dashboard empowers your support staff to seamlessly transition between tasks, ensuring a smooth and productive workflow.
“The Accounting Dashboard serves as my go-to homepage, providing a detailed overview of our financial and operational aspects. It presents crucial information such as office cash accounts, trust cash accounts, pending transfers between trust and office, aged debtors and creditors, as well as recent activities. From my home Dashboard, with one click I can be drilling into further detail and seamlessly navigate to individual matters. From monitoring outstanding debts to keeping track of our own financial obligations, everything is conveniently consolidated in one centralised location.”
