Power BI - Personalised reporting
Personalised reporting and business intelligence
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Business reporting without coding or added costs
LEAP Estate's comprehensive integration with Microsoft creates significant efficiencies. And now, LEAP Estates has a Microsoft-certified Power BI connector! Business insights and key performance metrics are easily accessible, enabling enhanced decision-making with fewer resources.
Enable comprehensive law firm reporting
LEAP Estates centralises the storage of matters and legal documents, invoicing, and accounting. The LEAP Estates Connector for Power BI uses this data to present insights such as matter status by matter type, Aged WIP, Disbursements, and Debtors in one comprehensive view for reporting and analysis on matter management and accounting.
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Reduce manual data entry and manipulation
The LEAP Estates Connector for Power BI offers over thirty pre-built reports in five dashboards, showing detailed breakdowns of performance by the firm, area of law, and staff members so you can save time on manual data entry. Technical requirements for spreadsheets and coding are no longer necessary when Microsoft’s Power BI is utilised with LEAP Estates. Practice data is updated in real-time to ensure accurate business reporting.
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Efficiently present key business insights
You can gain a competitive advantage when utilising the LEAP Estates Connector for Power BI. This advanced business reporting provides insights for you to implement strategic change. Your private client practice can adapt to internal and external changes when the process of accessing insights and data with case management is automated.
Already a LEAP Estates user?
Visit the LEAP Estates Help Centre and learn how to implement this advanced lbusiness reporting.