Pro-Insights Reporting Package for Law Firm Finance FP&A

Clear Profitability Analysis
easily presentable to
Practice Management

Interact with our Pro-Insights package below. Each Power BI report includes customizable metrics and calculations that are tailored for Legal Practices.

Data Analytics Supported Profitability Analysis

Our legal firm data analytics solution offers a unique approach to combining various data sources with financial data in a single unified space. With our platform, your firm can integrate HR resource planning, improved cost transparency, and budgeting to gain a comprehensive view of your business.

Our approach aims to provide your firm with greater cost transparency and more accurate budgeting. You can also forecast and scenario plan to make informed decisions about resource allocation and hiring needs.

By combining these data sources in a single unified space,  the end goal is to enable your firm to make data-driven decisions and optimize your operations for maximum efficiency.

Timekeeper Profitability Dashboard

Our available filters enable you to segment data in various ways, such as Industry/Client hierarchy, Office, Title, and even analyzing a single Docketing timekeeper. Plus, our dashboard displays client matter at a detailed level of the Client-Industry hierarchy, or as a drill-through report, and the data is filtered for all clients specific to a responsible timekeeper.

What’s more, our timekeeper data presentation includes a Timekeeper Summary card, Billable Hours by client, Profitability comparison, Timekeeper P&L, and Gauges showing calculated Profit Margin, Leverage, Utilization, and Realization.

With this comprehensive overview of a timekeeper’s docketed hours, utilization, cost to serve, write-offs, realization, and other metrics, you can make strategic decisions to enhance revenue and reduce costs

Client Performance Dashboard

The profitability comparison feature on our dashboard enables you to easily compare your actual vs. budget or year-over-year profitability by industry, client, or matter. With our summary card, you can see billable hours, fees, write-offs, costs, profit, and profit margin at a glance. And, at the bottom of the dashboard, a profitability by client report is available for deeper analysis.

With this information, you can make informed decisions about where to allocate Partner and other timekeeper time. You’ll be able to easily identify which clients and matters are most profitable and which ones need attention to become profitable. Our interactive dashboard allows for quick and easy identification and addressing of unprofitable client matters, resulting in increased revenue and decreased costs.

We offer improved visibility into the key areas of your operations

Stale Data

Stale data may be the result of delayed or missed documentation, inconsistent data entry practices, or insufficient staff training on documentation and data management procedures. Without the real-time data, it limits the ability to identify and address your most problematic areas of practice or expenses that affect your organization's profitability.

Unified HR and Finance Systems

Disconnected systems reduce your efficiency levels, making it difficult for the Office of Finance to quickly uncover key metrics and insights about your personnel resources. By ensuring that finance and HR systems are properly integrated and aligned, law firms can improve their ability to identify where to divert resources, which can support dynamic preparedness across all areas of practice.

Audit Readiness

Centralized reporting and record-keeping makes it easy for the Law Firm to demonstrate their records are in adherence to current regulations. By maintaining accurate and up-to-date data, your law firm can provide auditors with the information they need to verify compliance with audit requirements and identify areas for improvement.

Frequently Asked Questions

If you have any industry-related questions that are not listed here, contact us at for more details or fill in the form below. 

Within 48 hours, someone from our business intelligence team will be in touch with you soon to answer your inquiry. For any immediate inquiries, call 905-947-1223.

If Pro-Insights is a ready-to-go reporting package, would there be an option for us to customize the reports?

The above sample reporting package is designed to be a turnkey and ready-to-go-live solution for businesses that require a quick turnover in BI strategy. 

Is there an option to somewhat or fully customize our Pro-Insights Reporting Package?

Quick customization options are available including connecting your data models, fine-tuning business-specific KPIs, additional visualizations, and brand personalizations according to your enterprise's unique aesthetics such as color palette, logos, fonts, and more.

For more options in the building process, collaborate and work with our experts to determine what your must-have and nice-to-have requirements are for your Pro-Insights package and BI strategy. Any dashboards and features can be customized according to your enterprise's needs and requirements. 

What if we want to build something unique for our business?

Yes! If you explain your vision and goal, our BI experts will work with you and your team to discuss if your requirements are cost-efficient, feasible, and secure to accomplish within your given timeline and budget.

I am unable to view the sample dashboards.

Give the reports some time to load and connect before exiting. Try adjusting the filters and slicers to load a different set of data. Because we use randomized data, some time periods may not have existing data yet.

If the content is still unable to load after a while, please contact our team at to troubleshoot this issue or to request a more comprehensive demo and walkthrough with one of our BI experts.

Can I have a comprehensive sample of what organizations in my industry are currently using?

Yes, we can give you an industry-specific demo and walkthrough of this! To do so, contact our team at to request a more comprehensive demo and you will be scheduled for a booking with our BI team.

Begin Your BI Strategy with Pro-Insights


Connect with us to setup a meeting where we will assess your reporting processes & requirements to create an action plan tailored for you.


Our team will configure the Pro-Insights reporting pack to your Vena data models and make your reports available to start using.


ProLytics will provide administrator and report-building training to ensure your team can get the most of the solution.

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