News and Insights
5 Reasons you need Viewpoint with Actionstep
Viewpoint is a dynamic and interactive set of dashboards and reports that give you a holistic, birds eye view of your firm with the ability to easily deep dive into data points. It includes the foundational reporting required by most firms, covering WIP, Debtors, Productivity and File Opening.
VERLATA NEW ZEALAND - JOINING FORCES WITH MARK GREENSLADE
We are excited to announce a merger between New Zealand based Cloud Professional Solutions and Verlata Consulting. This …
HOW WE WORK WITH OUR CLIENTS
Where to from here? Let’s explore whether Power BI is right for you, what the pre-requisites are and …
EXPLORING THE POWER BI MOBILE APP
Power BI reports can be access in the Power BI mobile app. Allowing your staff and clients to …
SHARING REPORTING WITH CLIENTS
Firms want to offer online client services and real time reporting. But how do you do it effectively, …
MEASURING EMAIL MARKETING
Law firms are using email marketing to generate new leads, keep in contact with clients and provide added …
PROJECT MANAGEMENT TOOLS & POWER BI
Project management and the tools that support it are becoming increasingly important to law firms. With so many …
GETTING PUBLIC HOLIDAYS & LEAVE INTO POWER BI
Public holidays and leave can be left out of reporting and put into the too hard basket. But …
ALTERNATIVE FEE MODELS - SAYING GOODBYE TO THE TIME SHEET
Law firms increasingly use alternative fee models. Power BI allows you to measure WIP, capacity, profitability, productivity and …
CONNECTING TO ACCOUNTING DATA
By bringing your accounting data into Power BI you give your decision makers a high level but completely …