The Numbers Were There.
The Visibility Wasn’t
How a role-based financial dashboard helped a global law firm avoid 20% revenue leakage and pull overdue invoices from 30% to 10%
The Numbers Were There.
Overview: A Law Firm Financial Dashboard
For law firms managing large client-matter portfolios, the challenge is rarely a lack of data – it’s the absence of a single, trusted view of it. Billing, revenue targets, and client hierarchies sit in disconnected systems, forcing every financial question into a manual reconciliation exercise and pushing decisions past the point where they can change outcomes.
Infocepts’ legal analytics team worked with the firm to build a governed, role-based law firm financial dashboard (its Book of Business view) – unifying billing, targets, and AR aging into one connected view for leadership, finance, and partner teams.
The result is a law firm KPI dashboard that tracks revenue targets, achievement, and 30/60/90 aging in one place – so leadership and operations act on the same numbers, each in its own context.
Problem Statement
The firm’s financial reporting relied on manual data pulls across disconnected systems. Each query cycle took multiple days, required cross-team coordination, and still produced numbers teams couldn’t agree on. Underperforming accounts missed revenue targets unnoticed. Overdue invoices piled up across 30/60/90-day aging buckets with no consistent monitoring. By the time a problem surfaced, the window to act had already closed.
Infocepts built a governed metric layer and a role-based set of views – a summary, a target page, and an accounts receivable dashboard for 30/60/90 aging – covering unbilled, AR, proforma, targets, and achievement, so every team worked from the same numbers in their own context.
Business Impact
The transformation delivered tangible, measurable results:
20%
30% → 10%
Role-Based
30/60/90
Recent Case Studies
Infocepts
