Family Law Firm
Seattle, Washington, USA
11–50
Client Overview
Our client is a full-service family-law firm with offices in North Seattle, South Seattle, and Bellevue. With 15 attorneys and a growing client portfolio, the firm provides high-touch legal services spanning divorce, custody, estate planning, and protection-order cases.
As they expanded, leadership needed a way to connect operational data across multiple systems. Tracking revenue, client acquisition, and attorney productivity relied on manual reporting, which slowed visibility into firm performance and limited strategic decision-making.
Challenge
Key data was fragmented across three independent systems—Lawmatics (CRM), Clio Manage (case management), and QuickBooks (accounting). This fragmentation created reporting delays, inconsistent metrics, and a lack of real-time insight into the firm’s performance pipeline.
Without an integrated view, leadership couldn’t easily evaluate conversion efficiency, attorney workload distribution, or firm-level profitability. Manual data consolidation also consumed valuable staff time and introduced the risk of reporting inaccuracies.
The Insight
To create a centralized data and analytics environment that automates reporting, enhances accuracy, and empowers firm leadership to track business performance, revenue trends, and attorney utilization in real time.
Solution
Unified Data Warehouse Architecture
Developed a centralized SQL data warehouse integrating Lawmatics, Clio Manage, and QuickBooks data, establishing a single source of truth for firm-wide metrics.
Power BI Dashboard Development
Designed a dynamic dashboard visualizing key performance indicators—including client conversion rates, billable utilization, and revenue flow—accessible to both operations and leadership teams.
Custom Data Connectors and Automation
Implemented automated data pipelines that synchronize daily updates across systems, eliminating manual export and reconciliation work.
Team Enablement and Training
Provided tailored training for their marketing, finance, and operations teams, enabling self-service analytics and continuous improvement of internal reporting.
Impact
65% Reduction in Manual Reporting Time
Automated integrations replaced hours of weekly manual report preparation, allowing leadership and staff to focus on client service and strategic growth initiatives.
42% Improvement in Revenue Tracking Accuracy
The unified data model eliminated inconsistencies across systems, giving the firm real-time visibility into billed versus collected revenue and helping forecast cash flow more confidently.
Data-Driven Operational Growth
Cross-department dashboards connected marketing, finance, and operations for the first time—empowering leaders to identify high-performing practice areas, optimize attorney utilization, and project annual growth scenarios with precision.
