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Legal Reporting & Business Intelligence Software
When you have 360-degree visibility of your firm’s performance you can make smarter, data-driven decisions that put you in control. Osprey’s business intelligence tools empower your team to know when to make improvements and implement solutions in the present, and plan and forecast effectively for the future.
Management reporting tools to drive your law firm forward
Clear visibility of your finances, new client intake performance, WIP, employee targets and much more, enables your management team, partners, and directors to accurately plan and allocate resource to better meet future goals. Schedule reports and build intuitive dashboards so you have real-time data and analytics when you need them. Understand what makes you profitable and be in control of maximising those results.
An efficient way to analyse performance
Understanding your firm doesn’t require endless spreadsheets or paper reports, it needs a centralised database of client, matter and financial data. By digitalising your processes and centralising your data in Osprey Approach, you can easily and quickly run reports and view real-time dashboards for a detailed and accurate view of your firm’s performance. Don’t lose yourself in complicated spreadsheets and let Osprey collate and present the data you need in a way that suits you.
Be in control of you law firm’s future
Future-proofed firms are data-driven and use insights from the clients, finances, and past performance to effectively forecast and plan for the future. Osprey’s reporting and business intelligence tools provide you with the insights to understand what makes you profitable. Know where your time is spent, identify opportunities to better allocate resources, track your revenue, highlight trends and monitor efficiencies so you can set business goals and measure success.
Key Reporting Features
Powerful dashboards
Create your own interactive dashboards for a real-time visualisation of your data.
Automated reporting
Schedule important reports so that all team members are kept up to date on performance.
Comprehensive reporting suite
Utilise the extensive reporting options already available in Osprey to start understanding your business today.
Report writer
Create and edit your own reports so you can view your practice in the way that suits you.
Microsoft Power BI
Integrated with Microsoft’s Power BI you’ll be able to uncover hidden insights through powerful tools that deliver impactful results.
10 performance and financial reports every managing partner needs
Download our guide to discover how to be a data-driven law firm and where to begin with law firm KPIs and performance reporting to drive success.
- What is legal reporting software?
Legal reporting software organises the data you collect and store on your clients, matters and finances into comprehensive reports and dashboards to provide visibility and aid analysis. Having access to accurate, real-time reports is crucial for reviewing performance to progress your firm and achieve your goals. Download our guide on the top 10 reports every managing partner needs.
Legal reporting software often provides templated reports that are configurable to your own individual needs which means you can organise data to suit the requirements of partners, cashiers, fee earners, secretaries, COFA, COLP etc. - What is business intelligence?
Business intelligence incorporates reporting, analytics and business performance monitoring together into an intuitive dashboard and reporting suite. By using the data you hold in your centralised database, you can build a 360 degree view of your firm’s performance, helping to put you in control of achieving your goals. Business intelligence tools empowers your firm to make data driven decisions to help you stay competitive. Data is often displayed in graphical dashboards to enable an at-a-glance-view of all your firm’s financial, client, matter and compliance data.
- Are there pre-templated reports in Osprey we can use?
Yes, Osprey includes a suite of standard reports that cover finances, client and matter information, as well as reports specifically designed for each workflow. This enables all firms to have clear visibility of their performance right from day one.
You can also use Osprey’s report writer tool to configure and create your own reports or take advantage of the advanced business intelligence tools that provide intuitive and interactive dashboards.
- What is a law firm KPI?
Law firm KPIs, Key Performance Indicators, are quantifiable values that measure the success of a firm’s efforts in achieving their specific goals. This could be to increase revenue, clients, or referrers for example. Or it could be to improve profitability, customer retention or staff satisfaction.
The KPIs you measure will depend on your individual goals, so will be unique when determining how you’ll measure success. These values are then measured regularly throughout a set period to determine the likelihood of success, monitor ongoing performance and to implement course correction.
- Can I build my own reports in Osprey?
Osprey has a powerful report writer tool, which allows you to create reports based on all the data you store in Osprey. You can create your own reports or clone existing ones to amend and customise. Osprey also has powerful business intelligence tools that enable you to build and configure your own interactive dashboards for enhanced visibility.
- Can I schedule reports to run on a regular basis?
Yes, reports can be scheduled to run daily, weekly or monthly and can be sent by email to any number of recipients as a PDF or Excel document.
Discover more…
10 performance & financial reports every Managing Partner needs
Read our complete guide to law firm KPIs and performance reports. Gain the insight you need to be in control of your firm’s future.
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Ellis Hass & Co
Find out how Ellis Hass & Co rely on Osprey to meet their goals of going fully digital.
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Maximise success by implementing a continuous improvement mindset
Discover the benefits of implementing a continuous improvement mindset in this guide and download the five-point CI plan to help you succeed.
Find Out MoreThe Osprey Approach All-in-One Solution
The complete Osprey Approach solution combines comprehensive case management, powerful practice management, legal accounting, and streamlined client management so you can run an effective and profitable firm.
Discover more features that streamline your practice management processes:
See Osprey in action
Discover the power of Osprey Approach in a free, no obligation demonstration, and learn why thousands of lawyers trust our software solution to manage their firm. Complete the form and a member of our sales team will be in touch to find out more about your firm’s needs and to book a meeting at a time that suits you.