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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.

Dashboards Built in Minutes, Not Weeks

Describe what you want to track and Basedash generates a complete dashboard. Drag, drop, and customize — or let AI handle the layout. Unlimited dashboards and charts on every plan.

Firmwide View — billing by practice group, AR and WIP aging, and firm-level financial KPIs at a glance

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Basedash Firmwide View dashboard showing practice group billing and collections, AR aging, WIP aging, and firm-level KPIs

Key Capabilities

Prompt-to-Dashboard

Describe what you want to see — 'Create a dashboard showing revenue by practice group, utilization trends, and collections aging' — and Basedash builds it in minutes with the right chart types and layouts.

Drag-and-Drop Customization

Resize, reorder, and refine any chart after generation. Add new visualizations by asking for them in natural language, or fine-tune SQL for advanced users.

Scheduled Reports

Set dashboards to auto-deliver via email or Slack on your schedule. Describe what you want in the report — executive summary, weekly KPI digest, monthly trend analysis — and Basedash generates and delivers it automatically.

Unlimited Dashboards & Charts

Create as many dashboards and charts as you need — no per-dashboard pricing. Line charts, bar charts, KPI cards, retention views, cohort analysis, and more.

Use Cases by Industry

See how this feature applies to your industry.

Management Committee Dashboard

A single view of firm health — revenue vs. budget, utilization by practice group, collections aging, and headcount trends. Updated in real time, no manual refresh needed.

Practice Group Scorecard

Each practice group leader gets a personalized dashboard showing their group's revenue, margins, leverage ratios, and associate utilization — compared against firm-wide benchmarks.

Billing Operations Dashboard

Track the full billing lifecycle from time entry to collection. See realization rates, WIP aging, write-off trends, and collections performance across the firm.

Example queries

Create a dashboard showing revenue by practice area with quarterly trendsBuild a KPI dashboard for the management committeeShow me a collections aging breakdown by client tierCreate a utilization dashboard comparing all officesBuild a monthly billing performance reportShow a practice group comparison dashboard with margins and leverage

How It Works

Get started in three simple steps.

1

Describe your dashboard

Tell Basedash what metrics, comparisons, or trends you want to see. Use plain English — no need to specify chart types or data mappings.

2

Basedash generates the layout

AI selects the right chart types, creates the queries, and builds a complete dashboard. Multiple visualizations are generated and arranged automatically.

3

Customize and share

Drag to rearrange, resize charts, or ask for changes in natural language. Share with your team, schedule automated delivery, or embed in your own applications.

Explore More Features

Discover the full Basedash platform.

Ready to see your data differently?

Book a demo with Switch Analytics or try Basedash directly.

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