Lucas and Co Consultants
    Business Intelligence Specialist

    Power BI

    Turn your firm's data into decisions. We design and build Power BI dashboards that give partners, managers and operational teams the real-time commercial insight they need | connected directly to your case management, finance and HR systems.

    The Challenge

    Common problems law firms face:

    Management information limited to static spreadsheets and month-end reports
    Data locked inside case management and finance systems with no way to cross-reference
    Partners making commercial decisions based on gut feeling rather than real-time data
    No visibility over key performance indicators like WIP, lock-up, utilisation or conversion rates
    Reporting takes days to produce and is often out of date by the time it reaches decision-makers
    Multiple versions of the truth across different departments and systems

    The Risks of Getting It Wrong

    01Without real-time data, commercial decisions are reactive rather than proactive
    02Hidden underperformance in departments or matter types goes undetected until it impacts profitability
    03Manual reporting diverts finance and operations teams from higher-value analysis
    04Inconsistent data definitions across the firm erode trust in management information
    05Competitors using data-driven insights will outperform firms relying on lagging indicators
    "Stephen has been a great help to us with improving our system, processes, automation and our reporting capabilities. Not only are we happy as business owners but our team are happy that he has made their lives easier."

    Ryan Siner

    Robert James Solicitors

    Our Structured Approach

    1
    Data audit | identify all data sources across case management, finance, HR and operational systems
    2
    KPI definition | work with partners and management to define the metrics that matter most
    3
    Data modelling | build a clean, structured data model that connects disparate sources into a single truth
    4
    Dashboard design | create interactive, role-specific dashboards for partners, managers and operational teams
    5
    Automated refresh | configure scheduled data refreshes so dashboards are always current
    6
    Training & adoption | structured training so stakeholders can self-serve insights without relying on IT

    Commercial Outcomes

    Real-time visibility over firm performance, WIP, lock-up and profitability
    Interactive dashboards replacing static spreadsheets and manual reports
    A single source of truth connecting all key business systems
    Partners and managers empowered to make data-driven decisions
    Automated reporting saving hours of manual data preparation each month
    Scalable analytics platform that grows with the firm's data maturity

    Frequently Asked Questions

    What systems can Power BI connect to?

    Power BI connects to virtually any data source, including Proclaim, Clio, Actionstep, Tessaract, Efimis, SQL databases, Excel, SharePoint, and many more. We build a unified data model across all your systems.

    Do our staff need technical skills to use Power BI?

    No. We design dashboards to be intuitive and self-service. After structured training, your team can explore data, filter reports, and extract insights without any technical knowledge.

    How often do dashboards update?

    We configure automated data refreshes, typically daily, but hourly or near-real-time is possible depending on your data sources and requirements.

    Can you build role-specific dashboards?

    Yes. Partners, department heads, finance teams, and operational managers all need different views. We design each dashboard for its specific audience and decision-making context.

    Ready to discuss your project?

    Book a 30-minute strategy call with Stephen Lucas.

    Book a Strategy Call