Faster time to insight
Answers in seconds instead of exporting to spreadsheets.
Intelligent firm analytics
Data-driven decisions, made simple
Live dashboards, plain-language answers and alerts that keep your firm on track.
Average 4.8/5 from 1,200+ reviews
What Insights can do
Ask a question, get an answer
- Natural-language search across your firm data
- Live dashboards that update in real time
- Scheduled reports delivered to your inbox
- KPI alerts when metrics drift
- AI-built dashboards on request
Fine-tune your operations
Insight for everyone, not just analysts
Uncover unknowns
Spot trends in realization, workload and client value.
Democratize data
Give every role the views they need, with permissions.
Analyzing your firm data
Powerful analysis tools
- Filters, drill-downs and custom formulas
- Search, export and present-ready sharing
- Scheduled reports and threshold alerts
Dashboards & visualizations
Liveboards for every question
- Billing and realization dashboards
- Service item and client profitability analysis
- Team member production analysis
FAQ
Frequently asked questions
Can’t find what you need? Our team is happy to help.
Yes. Build, filter and save your own views, or start from prebuilt liveboards.
Most firms don’t. Insights covers operational, billing and team reporting out of the box.
Set thresholds on any KPI — such as aging receivables or utilization — and get notified automatically.
No. Ask questions in plain language and Insights builds the chart for you.
Book a demo
Ready to get started?
See it working with your own clients, workflows and billing setup.
- 30-minute personalized walkthrough
- Migration plan for your current tools
- Transparent pricing for your team size