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ATTORNEYS

Data-Driven Insights for Attorneys

Matter performance, client intelligence, and personal productivity analytics, so you can focus on practicing law, not chasing data.

The Challenges You Face

Common obstacles for law firm attorneys teams.

No Visibility Into Matter Economics

Attorneys work matters without knowing if they're profitable until after the fact. Budget overruns, scope creep, and discount impacts are invisible until month-end reports arrive.

Client Intelligence Is Scattered

Relationship data lives in email, CRM, billing systems, and personal notes. There's no single view of client health, spending trends, or cross-selling opportunities.

Self-Service Analytics Don't Exist

Every data question requires an IT request or a report from finance. Attorneys can't quickly check their own utilization, compare performance, or explore client trends.

How Basedash Can Help

Capabilities that can be configured for attorneys workflows with the right data connections.

Personal Performance Dashboard

See your utilization, billing, and collection metrics in real time. Compare against targets, track origination credits, and monitor your book of business, all in one place.

Matter Profitability Tracker

Understand the economics of every matter. See actual vs. budgeted hours, effective rates after discounts, and profitability by matter type, before it's too late to course-correct.

Client Relationship Intelligence

Get a 360-degree view of each client: spending trends, matter history, satisfaction signals, and cross-selling opportunities surfaced automatically.

Explore all platform features

Ask your data anything

Example queries for Attorneys leaders

Show my utilization rate compared to target for this quarter
Which of my matters are over budget?
Show client spending trends for my top 5 clients over 3 years
What's my origination credit total this year vs. last year?
List matters where the effective rate is below the standard rate
Which clients haven't opened a new matter in 6+ months?

Frequently Asked Questions

Common questions about Basedash from law firm teams.

Can attorneys check their own utilization and matter budgets without asking finance?

Yes. Basedash gives every attorney a personal performance dashboard showing utilization, billing, collections, and origination credits in real time, compared against targets. Instead of filing an IT request, you type 'Show my utilization rate compared to target for this quarter' or 'Which of my matters are over budget?' and get an immediate answer, with the data pulled live from your firm's time and billing systems.

How does Basedash show whether a matter is actually profitable?

Basedash tracks matter economics while the matter is still active, not after month-end. The profitability tracker shows actual versus budgeted hours, effective rates after discounts, and profitability by matter type, so scope creep and discount erosion are visible in time to course-correct. You can also list matters where the effective rate has fallen below the standard rate and act before the write-off happens.

Will Basedash work with the practice management and document systems my firm already uses?

Yes. Basedash works with the systems your firm already runs, including Aderant, Elite 3E, and iManage, by connecting to the operational databases and staging tables built from them. Attorneys do not install anything or change how they enter time. IT and Switch Analytics set up the data layer once, and from then on your utilization, matter budgets, and client spending trends are queryable in plain English from a browser.

Can other attorneys see my client and compensation data in Basedash?

No, not unless the firm grants it. Basedash uses role-based access control, so each attorney sees their own performance metrics, matters, and clients, while practice leaders and management see the broader views their roles require. Sensitive fields like origination credits and compensation-related metrics are permissioned separately, all connections are encrypted, and every query is logged for the firm's audit trail.

Basedash also serves professionals teams at accounting firms

See How Other Departments Use Basedash

Basedash delivers tailored intelligence for every department in your firm.

Operations

Real-time visibility into firm performance, resource allocation, and operational...

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Billing

Revenue cycle analytics, realization rates, collections tracking, and WIP manage...

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Finance

Revenue analytics, profitability tracking, budgeting, and financial planning, po...

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Practice Management

Associate productivity, workload balancing, staffing optimization, and practice ...

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Marketing

Client acquisition analytics, campaign performance, brand visibility, and compet...

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IT

System performance analytics, data integration monitoring, user adoption trackin...

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Ready to see your data differently?

Book a demo with Switch Analytics or try Basedash directly.

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