Law Firm Billing and Accounting Software with Event Driven Reporting Capabilities

PRODUCTS - Business Intelligence

Reporting Capabilities

Overview: PD Partner was built to satisfy even the most complex reporting requirements.  Since PD Partner resides on a Microsoft SQL Server™ database, information is available through countless toolkits.  PD Partner is shipped with over 300 standard reports and inquiries, including time and attendance tracking software capabilities. Each was created using Crystal Reports from Business Objects, widely regarded as the industry standard for desktop reporting.  Its ease of use provides your firm with a platform for creating or modifying reports to meet firm-specific and client requirements.  Users have control over every aspect of the report design including fonts and the ability to embed graphics logos and objects such as spreadsheets.

Each program has reports associated with it. Our internal security model controls which users see which reports.  Most reports have selection criteria that allow the user to specify the exact criteria for running the report.  All reports can be viewed on screen or sent to any printer on the firm’s network.  Additionally, reports can be exported to any of the following formats with just a few mouse clicks:

Adobe PDF
MS Word or Excel
Comma separated Values (CSV)
Text, Rich Text
HTML

E-Mail Reports can be emailed to any member of the firm from within the report viewer window via MS Outlook or Groupwise.

Report Registration

As new reports are created by the firm, they can be registered to specific PD Partner programs through our Report Registration Program.  If security is granted to a user, that user will then see the firm-created report in the list of available reports for the program.

Executive Inquiry

The PD Partner Executive Inquiry program provides a single point of access to all of the firm, client and attorney productivity and profitability information needed by management to make sound business decisions.  PD Partner’s security model ensures management has access to everything they need while guarding against unauthorized access by individuals who do not have the appropriate security.

FSLI helps turn data into useful information.  With Executive Inquiry, an attorney can answer questions as diverse as:

What is the firm’s current cash balance?
Who owes us money?
What money came in this week and who received credit for it?
What are our cash requirements for the next 14 days?
What is our investment in a given case?
Who doesn’t have their time in?
What clients are most profitable?

PD Partner Print Wizard: Most reports in PD Partner have selection criteria that can be specified at runtime.  Our Print Wizard interface prompts the user for only the parameters associated with the selected report.  Look-ups are available for most fields and are consistent throughout the system.

InSight:

PD Partner’s Real-time Management Inquiry program provides analytical reporting tools that enable management to measure the productivity and profitability of the firm.  This tool enables a user to answer a variety of firm, client, case or employee related financial questions.  With a few clicks of the mouse,  any user, with the appropriate security, can access up-to-date financial statistics including:

Aged Work-In-Process
MTD Time and Costs Entered
YTD Time and Costs Entered
Annual Fee Credit information by Month
Billings, Collections, Reverse Bills, Reverse   Collections, Adjustments, Reverse Adjustment

This information can be viewed firm-wide, or specifically for a given client, case, office, department, billing attorney or responsible attorney.  Each summary view is supported by drill-down views.  These drill down views allow the user to more closely examine supporting detail information.  For example, if the inquiry was run for a particular Timekeeper and the user wanted to look at the Aged WIP in more detail, the user simply double clicks in the WIP grid and a Client level summary for the selected Timekeeper would be presented.  Double clicking on a Client reveals the Matter level statistics.  The drill down from the matter summary displays the actual unbilled time card transactions.

nSight provides the firm with the tools it needs to evaluate firm, personnel, client or case performance over time.  The information provided in these inquiries allows the firm to improve cash flow and maximize profits.

EnLighten

Enlighten is a customizable, rules-based event driven reporting and notification system which automatically notifies key personnel by email of firm-defined conditions requiring immediate attention.  Once a rule is established and thresholds are set, the system is self-maintaining and runs transparently to automatically trigger notification alerts. Common events which can act as triggers in Enlighten include:

Each of the events described above as well as numerous others is delivered as a part of the core system. Parameters are set to firm-specified thresholds.  Enlighten also provides the ability for each firm to create an unlimited number of firm-specified events using SQL.
FSLI’s Enlighten also has the ability to output data directly to a firm’s Intranet on a scheduled basis.  Now firms can access updated employee lists, client/matter directories, and financial reports from their internal websites. Information can now be deployed to a zero footprint / training environment.

Third Party BI Integration: For firms interested in further exploring financial trends and comparative data, FSLI interfaces with several other Business Intelligence (BI) programs such as:

Cognos  - Power Play
Cognos  - Impromptu
Business Objects  - Crystal Enterprise
Business Objects  - Crystal Analyzer
Microsoft  - Data Analyzer
Microsoft  - Enterprise Reporting & Analytics