Reporting and dashboards
Reporting that does not wait for someone to build it
Client reporting packs produced without anyone assembling them, and the numbers partners run the practice on in one place.
The problem
Two reporting problems sit side by side. Client management reports are assembled by hand each month, from the same sources every time.
Meanwhile, the numbers partners use to run the practice sit in different systems, arrive late and rarely agree.
What the system does
- 01Produces recurring client reporting packs on schedule, drawn from the ledger, with commentary wherever a figure has moved.
- 02Brings fee income, recovery rate, lock-up, average fee per client and advisory revenue into one partner view.
- 03Shows the unbilled work the system has identified, with each item traceable to the client, the job and the approval.
- 04Sends each partner what is theirs, on the day it is needed, without anyone assembling a spreadsheet.
The numbers it moves
- Fee income
- Measured against the agreed baseline, with fees from newly identified unbilled work shown separately from underlying growth.
- Profit per partner
- Fees for work already done carry little extra cost, so the effect on profit can be seen directly.
What you can check
Every figure links back to the record behind it, so any number on the dashboard can be opened and checked.
What it looks like
Illustrative. Built around your firm, your clients and the systems you already run.
Questions
- Where does the data live?
- In your own cloud account. The dashboard reads from your systems; it does not become another place your client data is stored by someone else.
- Can we give partners different views?
- Yes. Access follows your own structure, whether that is by office, portfolio or partner.
- Does it replace our practice management reporting?
- No. It sits alongside it and answers the questions your practice management reports do not: which unbilled work was identified, where it came from and what it was worth.
Start with a conversation
The first conversation is free. We will talk through where your team’s time is going and tell you plainly whether we can help.
Last updated 14 October 2026