Powering up your Proclaim Data

Client Background
A high-volume litigation firm handling personal injury, clinical negligence, housing disrepair, and private client. The leadership team wanted better visibility over fee earner performance, case lifecycle stages, and aged work in progress (WIP), but struggled with inconsistent reporting.

Challenge
The firm used Proclaim case management system with has a complex database structure. Existing reports were slow to run, difficult to modify, and often required IT support. Senior leaders were relying on outdated Excel sheets and manual data entry, leading to delays in decision-making and limited oversight of performance metrics.

Solution

We built a centralized reporting suite using Power BI, directly connected to the case management system via a secure data extraction layer.

• Automated daily data refresh and secure web-based dashboards.

• Dynamic filters for department, fee earner, and case type.

• KPIs on case velocity, settlement rates, and client onboarding times.

The visual dashboards empowered managers to track real-time performance and reduced monthly report preparation time from 3 days to less than 2 hours.