How a role-based financial dashboard helped a global law firm avoid 20% revenue leakage and pull overdue invoices from 30% to 10%
Most law firms lack trusted visibility, not more data. Billing, revenue targets, and client hierarchies sit in silos. Every financial question becomes a manual reconciliation exercise. Decisions land too late to change matter-level outcomes.
The approach
Infocepts legal analytics experts partnered with the firm’s leadership. Together we built a governed law firm financial dashboard. This Book of Business view unifies billing and targets. Role-based access gives finance, partners, and leadership one truth. AR aging now sits beside revenue and realization.
The outcome
The result is a connected law firm KPI dashboard. It tracks revenue targets, achievement, and 30/60/90 aging. Leadership and operations act on the same trusted numbers. Each team sees its own context in real time. Manual reconciliation gives way to faster, evidence-based decisions.
Financial reporting depended on manual pulls across disconnected systems. Each query cycle took days and constant team coordination. Teams still could not agree on the final numbers. Underperforming accounts missed revenue targets with nobody noticing. Overdue invoices piled up across 30/60/90 aging buckets. No consistent monitoring flagged collections risk in time. By problem discovery, the window to act had closed.
Infocepts built a governed metric layer for legal finance. Certified definitions replaced spreadsheet math and duplicate report logic. Role-based views followed: a summary and target page. An accounts receivable dashboard tracks 30/60/90 aging automatically. Coverage spans unbilled, AR, proforma, targets, and achievement. Every team now works from the same trusted numbers. Each audience sees that data in its own context.
The transformation delivered tangible, measurable results:
20%
30% → 10%
Role-Based
30/60/90
The Enterprise AI & Data Transformation Partner. Delivering measurable business impact globally.
#1 on Gartner Peer Insights · 97.2% client retention
