Book a Demo
PLATFORM FEATURES

Platform Features for Law Firms

Explore the core capabilities that power Basedash — from natural language chat and AI-powered dashboards to automated insights and 750+ data connectors.

Proactive Alerts and Automated Reports

Stop waiting for reports and start getting notified. Basedash monitors your data and delivers alerts when metrics cross thresholds, anomalies appear, or scheduled reports are due.

Key Capabilities

Threshold-Based Alerts

Set alerts on any metric — when WIP aging exceeds 90 days, when utilization drops below target, or when collections fall behind forecast. Get notified via Slack or email the moment a threshold is crossed.

Scheduled Report Delivery

Describe the report you need and set a schedule. Basedash generates and delivers it automatically — weekly executive summaries, daily billing digests, or monthly trend reports — via email or Slack.

No-Code Workflow Setup

Configure automations through the same natural language interface you use for queries. No cron jobs, no ETL scripts, no developer involvement. Describe what you want monitored and how you want to be notified.

Governed Notifications

Automated alerts respect role-based access controls. Each team member receives only the notifications relevant to their role and data permissions — no information leakage across departments.

Use Cases by Industry

See how this feature applies to your industry.

Time Entry Gap Alerts

Get notified when attorneys fall behind on time entry — before it becomes a billing problem. Alerts can be configured by practice group, office, or individual timekeeper.

Collections Risk Notifications

Receive alerts when client invoices pass aging thresholds (30, 60, 90 days). The billing team can prioritize follow-ups based on amount at risk and client importance.

Weekly Partner Reports

Automatically deliver personalized performance summaries to each partner every Monday — origination credits, book of business status, and key metrics for their clients.

Example queries

Alert me when any practice group's utilization drops below 70%Send a weekly collections aging report to the billing teamNotify the CFO when monthly revenue is 10% below forecastAlert when any client has invoices past 90 days totaling over $50KSend a daily summary of new matters opened to the COONotify practice group leaders when associate utilization exceeds 95%

How It Works

Get started in three simple steps.

1

Define what to monitor

Tell Basedash which metrics to watch and what thresholds matter. Use plain English — 'Alert me when WIP over 90 days exceeds $100K' is all it takes.

2

Choose delivery method

Send alerts to Slack channels, email addresses, or both. Set frequency for scheduled reports — daily, weekly, monthly, or event-driven.

3

Receive and act

When thresholds are crossed or reports are due, Basedash generates the content and delivers it automatically. Click through to explore the underlying data in detail.

Explore More Features

Discover the full Basedash platform.

Ready to see your data differently?

Book a demo with Switch Analytics or try Basedash directly.

Book a DemoTry Basedash