firmTRAK Visualize

FirmTRAK provides the ability to harness your data and unlock the potential of your law firm with instant, ready-made and sortable Key Performance Indicator (KPI) reporting – PLUS – FirmTRAK now streamlines accounting, bookkeeping and payroll to ensure data accuracy and integrity. Integrate directly with Clio, QuickBooks and Xero. We also partner with your current consultant or bookkeeping vendor to provide accurate and dynamic KPI’s, allowing you to make smart business decisions for your law firm

Key Features

  • The newest version of FirmTRAK Visualize allows you to:

    • Receive expert services surrounding accounting and bookkeeping to ensure compliance, including 3-way trust reconciliation
    • Ensure data accuracy within Clio through our partnerships with the most knowledgeable Coaches/Consultants in the industry
    • Have instant access to KPI’s surrounding Clients, Matters, Financials, Productivity and Account Receivables
    • Customize Employee Productivity Targets
    • The NEW sort features allow you to quickly sort KPI’s by Area of Practice, Billing Methods, Originating Attorney, Responsible • Employee and Dates
    • Easily monitor Utilization, Realization and Collections on an office level or by employee
    • View Accounts Receivables by Aging and Amounts Owed by Clients
    • Track all Matter activity to ensure work is being completed on-time and eliminate the risk of lost files
    • Add 3, 6 or 9 month moving trend lines to the KPI’s