Business Analytics

Better understanding of your data = better firm performance. Your firm generates a massive amount of information and every piece of data is an opportunity to earn more revenue and improve efficiency. Filevine surfaces your data so you can make informed decisions on hiring, caseloads, staff performance, and firm success.

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Report on any data point in the system

Everything in Filevine is reportable, from notes and tasks to field entries and calendar events. By centralizing your work into one seamless system, all your data becomes actionable!

Confidently answer questions like “when should I hire?”, “where are most of my cases coming from”, and “where should I spend my marketing dollars?” using business analytics.

Fully automate your reporting

Configure your reports to auto-deliver to your email inbox exactly when you need them. Get info whenever you want it — whether you’re hosting a townhall for your firm, meeting with your executive team, or conducting annual planning.

Increase staff productivity

Who are my best performers and who is falling behind?

Use audit reports to identify your top performers and highlight training opportunities. Compare task completion rates, cumulative actions taken, and other factors to ensure your team is performing at its best.

Arm yourself for the future

Prepare for the future with data-backed insights about your team, caseload, and law firm as a whole.

Expansive criteria options let you limit report results by any factor or condition. Maybe you only want to see cases that haven’t been touched in 30 days or clients who have contacted you in the past week. You control your data.

Easily visualize your data

Power-up with Filevine Periscope to see your data in a whole new way. Drill-down in any dashboard to see raw data-sets and visualize them in any way you want, like pie charts or bar graphs.

Benefits you'll love:

Any permissions you have configured in Filevine for your team-members will limit report availability.

Saved reports can be accessed from anywhere in Filevine with just a few clicks. Share reports directly with other team members, or export reports to .xlsx format to share with others.

Advanced workflow automation helps you control accuracy of data by issuing tasks and providing instructions for your team to ensure data-entry integrity.