Inside Job: Lots of Your Existing Tech Offers Built-In Reports

Attorneys are slowly starting to access data about their law firms, so that they can make more informed decisions about what they will do to manage their businesses.  And, each day, data is being aggregated around your law practice, which means the information pile from which you have to pull, continues to increase. 

So, how do you organize it, in an effective way? 

 

Well, the good news is that the softwares you use every day, contain reporting functionality.  All of your case management software, customer relationship management software and accounting software, are capable of generating reports, of two types.  First, there are ‘default’ reports, that are included in every software, which are built-in, and which you can click a button for, and run.  Then, there are ‘custom’ reports’, that you can build yourself – by aggregating fields (including custom fields) to generate new sets of information, that are viable and useful for your business . . . though, perhaps, not for other businesses. 

 

If you want to leverage data for decisionmaking in your law firm, start with those default reports.  Make sure you’re inputting the right data, and then review your numbers on the regular, in order to get a better handle on your performance.  After that, you can get a little frisky, and start designing custom reports. 

 

The numbers are all there, and can be made accessible. 

 

. . . 

 

If you want to improve the performance of your business, it starts and ends with data; and, we can help you leverage it. 

Through a unique partnership between the bar association and Jared Correia's Red Cave Law Firm Consulting, National Creditors' Bar Association members have access to experienced law practice management consultants at a special discount rate.

To get started, visit Red Cave's NCBA landing page, and start running your law practice like a business.