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Persona-based visual analytics
3E Data Insights
Create stunning reports with interactive data visualizations
3E Data Insights can help your firm create actionable insights and make data-driven decisions to keep your business on track. Easily tap into multiple data sources to create rich, role-based interactive reports that provide timely, valuable information tailored to what each manager needs—when they need it.
Visualize your data to tell a story
3E Data Insights is a self-service tool, making it easy for firms to tweak reports, add firm-specific calculations, configure new reports, and make proactive decisions. You can easily tap into multiple data sources to unlock KPIs quickly, share insights, and make timely decisions based on facts.
Key benefits of 3E Data Insights
Available on desktop or mobile, the Data Insights drag-and-drop design included more than 100 modern data visuals from Microsoft and partners in the community.
Microsoft® Power BI® will help you quickly and easily create new or ad hoc reports, set goals and track progress, and collaborate in Teams so you can make data-driven decisions that help keep your business on track.
Predictive analytics provide insights to help you run your business better using quick analytics and simple forecasting techniques that are completely customizable with Cloud Care.
Overcome law firm challenges with 3E Data Insights
Today’s lawyers need to pinpoint the critical areas that are underperforming. Your law firm needs the ability to predict performance and change the results before it is too late.
- Strict firm reporting requirements
- Long extraction process for reporting information
- Hard-to-consume, unorganized data without visuals
- Not meeting revenue goals and not producing enough work
- Lack of account details and transactions for trustees
3E Data Insight dashboards
Multiple dashboards provide individuals in your firm with metrics specific to their role, helping them effectively manage their tasks and performance. See how 3E Data Insights can solve the most important questions from law firms:
Firm and executive level managers
| Common questions | How 3E Data Insights can help |
|---|---|
How is the firm performing against targets?
Is the firm profitable or profitable enough to increase the bottom line?
|
See firm performance immediately.
See top performers, underperformers, and outliers.
View firm profitability and see indicators that can pinpoint issues.
See cost and margin details broken down to the level and dimension you need to manage the firm. |
Practice group
| Common questions | How 3E Data Insights can help |
|---|---|
How is my practice group performing against targets?
What is the profitability of my practice group? |
See practice group performance and profitability.
Understand how to monitor and change individual contributors.
Leverage the data to increase profits and gain efficiencies that can make my practice group more competitive. |
Fee earner
| Common questions | How 3E Data Insights can help |
|---|---|
Am I meeting my targets?
Am I missing any time?
How is my utilization?
What work have I done for my clients and matters? |
Shows missing hours YTD.
Shows work hours against YTD target.
Shows the work done for individual clients and matters. |
Billing lawyer
| Common questions | How 3E Data Insights can help |
|---|---|
Are my WIP and AR aging within acceptable standards?
Am I meeting my billing targets?
What is my billing realization against the standard billing rate? |
Quickly see if WIP and AR targets days outstanding are meeting the targets.
Shows how long it takes on an average bill.
View intuitive profitability analytics on clients and matters. |
Originating timekeeper (Firm managers and originating fee earners)
| Common questions | How 3E Data Insights can help |
|---|---|
Do I share origination with other originating fee earners and what’s my % origination credit?
What are the stats and targets for the matters I help to originate? |
See matters with shared and non-shared origination credit.
View current and historical performance for these matters.
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