6
platforms integrated
Built for Novus Legal Solutions
Practice Management Dashboards and Migrations for Law Firms
KPI, marketing and financial dashboards, data migrations, and integrations delivered for several law firms through a legal-operations consultancy.
Challenge
What was slowing the business down?
Firms had their data spread across practice management, intake, marketing and accounting systems. Partners could not easily see case volume, referral sources or financial performance.
Solution
What we built or automated
- Clio KPI and financial dashboards, including QuickBooks data
- Lawmatics and CosMoLex marketing and referral reporting
- Data migrations from Daylite and other systems into Clio
- Clio API customizations for firm-specific workflows
- Marketing attribution between intake and CRM tools
Outcomes
Business impact
- Partners see case, marketing and financial performance without building reports by hand
- Firms moved to new practice management systems with their records intact
- The consultancy offers its clients a repeatable reporting and integration service
Tools
Tech stack
Reporting and data work for law firms, delivered through their operations consultant.
Free, no-obligation call
Want results like these?
Walk us through it on a 30-minute call. We’ll suggest what to tackle first, then send a written proposal with a price.
We will cover
- What your staff spend the most hours on
- Which of those jobs we could take on or automate
- Where we’d suggest starting
Prefer email? Write to contact@silvertonguecontracting.com