Unlock the Power of Your Data With

Business Intelligence Reporting:     

Viewpoint.
By Verlata

Viewpoint is a Business Intelligence (BI) solution created by Verlata, powered by Microsoft Power BI. Specifically designed for Actionstep, Viewpoint delivers a single view of your most critical business data—streamlined and visually engaging. It’s your go-to dashboard for monitoring the financial health and overall performance of your firm every day, empowering you to turn data into actionable insights.

Why Does Your Law Firm Need Viewpoint.?

With Viewpoint, you’re not just getting reports. You’re getting an in-depth look into your firm’s performance metrics, allowing you to identify trends, track KPIs, and make proactive decisions that move your firm forward. This isn’t just reporting; it’s intelligent reporting built for law firms.

Let’s face it: the legal landscape is complex, and staying on top of your firm’s performance with basic reporting tools just isn’t enough anymore. Viewpoint bridges the gaps in Actionstep’s reporting, providing comprehensive insights that give you the full picture—from matter tracking to financial performance.

If you’ve ever struggled with outdated reports, missed KPIs, or unclear financial trends, Viewpoint is the solution your firm needs to level up.

Key Capabilities of Viewpoint. by Verlata

01.

Comprehensive Reporting – No Gaps, Just Insights

Viewpoint delivers highly visual and dynamic reports that cover all the critical financial metrics your firm needs. You can track trends, monitor productivity, and make better decisions with ease. With direct links to Actionstep, you can even select a matter and open it directly from Viewpoint.

02.

Daily Data Refresh – Stay Proactive, Not Reactive

Stop relying on outdated data. Viewpoint updates your reports daily, ensuring you always have the most current information at your fingertips. Whether you’re reviewing financials or monitoring new matters, you can be proactive in addressing issues before they become problems.

03.

Custom Branding – Make It Yours

We know your firm’s branding is important. Viewpoint can be fully customized with your firm’s logo, color scheme, and custom branding, ensuring it feels like a seamless extension of your existing systems.

04.

Drill-Throughs and Dynamic Filters – Dive Into the Details

Viewpoint allows you to drill through the data behind any visual, giving you the ability to investigate trends and outliers. With slicers and filters that are consistent and easy to use, you can customize how you view your data to suit your specific needs.

05.

Seamless Integration with Actionstep – Connect All the Dots

Built with Actionstep in mind, Viewpoint integrates seamlessly with your existing practice management software. This means all your critical data—matters, WIP, invoicing—is connected, giving you a macro view while still allowing you to dig into the details.

What does Viewpoint. offers?

Matter Reports

  • New Clients & Matters: Track new client openings by month, practice area, and case manager.

  • Closed Matters: Monitor how many matters are closing, who’s responsible, and across which practice areas.

  • Matter Estimates: See invoiced amounts, WIP, and quoted estimates with easy-to-read visuals.

  • Matter Status: Get a real-time snapshot of open and closed matters, including last activity and step durations.

WIP Reports

  • WIP Analysis: Monitor outstanding WIP, broken down by age, fee earner, practice area, and client.

Time Recording Reports

  • Productivity: Measure billable vs. non-billable time, utilization rates, and performance against budget.

  • Daily Time Recording: Track how your team’s time adds up day by day.

Individual Fee Earner Reports

  • Performance Tracking: Measure individual performance against key KPIs, customized for your firm’s goals.

Why Partner with Verlata?

We’re more than just tech consultants—we’re problem solvers. At Verlata, we’ve been working with law firms for over a decade, and we know the specific challenges that come with managing and interpreting large amounts of legal data. Viewpoint was designed with you in mind. Our team of experts helps you not only implement Viewpoint, but also ensures you get the most value out of it, from onboarding to ongoing support.

✨ Ready to Elevate Your Practice’s Reporting? ✨

Don’t rely on guesswork. Let Viewpoint by Verlata give you the data clarity you need to manage your law firm like a business. Whether you’re interested in a demo or ready to implement, we’re here to help you every step of the way.