Key Features of Clouidfy Inform:
The ActionBI free version consists of the following:
- Firm Dashboard – displaying the main metrics across your selected financial year (tell us which financial year your firm uses and we customise the report accordingly)
- Team Billing – breaking the fees billed and performance against KPIs down by team
- Individual Billing – breaking the fees billed and performance against KPIs down by Fee Earner
- Team Activity – breaking the matters worked, hours worked and effective rate down by Team
- Individual Activity – breaking the matters worked, hours worked and effective rate down by Timekeeper.
Cloudify Inform Standard Management report has the following sections:
- Firm Dashboards
- Team Dashboards
- Individual Dashboards
- Work in Progress (WIP)
- New Actions
Additionally the Cloudify Inform Standard includes:
- A separate Individual report to be given to users who need to have access restricted to their own data only.
- Data updated daily with reports on prior months and a live view of current month performance.
- Ability to switch between Financial Years and Calendar Years on the fly
- Bespoke Colour scheme
How do I enable the integration:
To enable the integration please contact firstname.lastname@example.org or fill out the form found here: Cloudify Legal - Cloudify Inform
How it works:
To see demo versions of all the reports go to :Cloudify Legal - Cloudify Inform
Pricing can be found here:Cloudify Legal - Cloudify Inform - there is a free subscription, a standard subscription and a platinum subscription. We recommend contacting Cloudify Legal for more information and details.