Automate managing your firm in minutes.
A powerful and easy to use reporting and automation suite for firms using Clio.
Reports
Overall Revenue
Goal
$6,600,000
Billed
$8,901,654
Collected
$7,615,486
You are on track to meet your goal.
Keep it going!
Managing and growing my firm has never been easier. LawBI is an invaluable part of our success.
Keep your firm running healthy and profitably
At-risk matters
Easily see who has matters that need attention
At-risk matters
John Winters
220 unbilled>12 d.
Marianne Fitzgerald
61 unbilled>11 d.Anthony R. Smith, Jr.
48 unbilled>12 d.Katherine Lee
24 unbilled>11 d.
Inactive users
Make sure time is getting logged so you get paid
Marianne Fitzgerald
Last activity 10 d. ago
Get instant alerts when something is off.
Marianne Fitzgerald has not logged activity in 10 days
Follow up to check in or provide support.
Minutes to setup.
Hours to save.
Connect to Clio, set your goals and expectations, and the LawBI app gets to work.
Saving you time has never been easier.
Goal tracking
Set and track your goals, in real-time.
Stop wasting time in spreadsheets creating manual reports to track your progress. Especially when those reports are out of date before they're even ready to review.
If you want to know exactly what your progress is towards your goals, right now, you'll need LawBI. Make better decisions with a real-time look at how your firm is doing.
Revenue goal
this year
Set your revenue goal
You’re off track!
Make better decisions with a real-time look at how your firm is doing.
Get alerted when you’re off track
Performance management
Your standards for success meet automated accountability.
You know how your firm should run for it to run well. And your time is too valuable to monitor everyone day-to-day to meet your bar of excellence. Unlock peace of mind knowing that the job is getting done and costly misteps are being avoided.
At risk matters
Get alerts when a matter is lacking activity or has missed deadlines.
At-risk matters
John Winters
220 unbilled>12 d.Marianne Fitzgerald
61 unbilled>11 d.Anthony R. Smith, Jr.
48 unbilled>12 d.Katherine Lee
24 unbilled>11 d.
Integrated automations
No added work for your team.
Get all of LawBI‘s benefits without your team having to learn another tool. Many of our most powerful features are designed to be hands free. Just set it and forget it. With powerful integrations we push the right message to the right person at the right time and in the right place.
Custom dashboards
Build your own dashboards to monitor your firm your way.
Custom dashboards give you the ability to dive deep into your firm’s data, far beyond what’s possible solely with Clio.
| Time | M | T | W | T | F |
|---|---|---|---|---|---|
LW | |||||
DR | |||||
SJ | |||||
MC |
Combined with real-time visual cues to highlight success or issues, you can manage your firm at a glance or in depth.
| Client | Projects | Hours | Amount |
|---|---|---|---|
| Paul & Sons | Project 101 | 10 | $1,750.00 |
| Abbott LLC | Compliance Review | 10.5 | $4,300.00 |
Unlimited use
Everything you need to set your firm on autopilot.
There are no limits on enabling your success.
Data storage
Automations
Dashboards
Questions?
If your question isn't answered, please reach out to help@lawbi.com
LawBI is a reporting and automation platform designed to make managing your firm easier than ever. We take reports to the next level by automatically flagging the right people at the right time when things start to go off-track. Don't waste time reviewing reports trying to remember what to do next. Let LawBI automate that for you.
It only takes a few minutes to finish setup. Once Clio is connected and your data has synced, you can start using the reports, build custom dashboards, and create automations to keep your team on track. There is no complex onboarding or migration necessary. We handle that all for you behind the scenes.
Your data syncs in real-time! As soon as you make a change in Clio, that data is synced with your LawBI account almost instantly. No need to wait until tomorrow for a nightly sync to complete. All your reports and dashboards show you what's happening at your firm right now.
Yes! When you add Premium Support to your plan you get direct access to the LawBI team to coordinate creation of new reports or dashboards. Premium Support is great if you want us to fast track important features for your firm or to get our support in setting up your account for you.
LawBI takes handling of your data seriously. We follow industry best practices to ensure only your firm has access to your data. We also provide you with plenty of control over what your firm's users can see. We also never sell your data to third parties.
Of course! Please reach out to us at bugs@lawbi.com and we will look into it. We're constantly updating LawBI to bring our customers the best experience possible.