A lot of lawyers are overwhelmed with cases and don’t have time to keep tabs on the business side of the firm (management, HR, technology, finance, productivity). It’s very important for lawyers to get that business sense. 10 years ago, when I first dug into the data, I was doing this with spreadsheets and data that I had pulled from antiquated programs.
Filevine was a breath of fresh air and showed me what I can do with powerful business analytics””
Charles uses 30 reports in Filevine to monitor the firm’s performance, with analysis of inventory, case progression, referral sources, and team productivity. Filevine is both a warehouse and a workshop housing all case work, collaboration, client communication, and data.