CASOS DE ÉXITO

Across Legal

Industry: Legal Services and Consulting

Technology: Power BI

Across Legal transforms the management of its legal operations with automated reporting that puts data in the hands of every department manager.

Across Legal, a law firm with multiple business areas including Lawyer Performance, HR, Finance, and Proposals, relied on KLEOS to manage daily operations. However, the information stored in the platform was not easily accessible or visualized for decision-makers. The lack of automated data flows and management reporting limited visibility into activity across lawyers, teams, clients, and departments. The firm needed a solution capable of connecting KLEOS to a modern analytics platform and providing real-time insights to support informed decision-making.

Customer challenges

Across Legal managed its operations through KLEOS, but information was not available in a structured way for department managers. Manual data handling resulted in outdated reports and limited visibility into lawyer, team, and client activity.

As a result, the Lawyer Performance, HR, Finance, and Proposals departments lacked a consolidated view to support decision-making.

Partner solution

Aleson ITC implemented a Power BI business analytics solution to automate data flows from KLEOS.

01
Automated data extraction, cleansing, and preparation from KLEOS using Power BI.
02
Data modeling focused on analysis by lawyer, team, client, and department manager.
03
Development of interactive dashboards tailored to the needs of each business area.
04
Implementation of automatic refresh processes to ensure up-to-date information.
05
Deployment of dedicated reports for Lawyer Performance, HR, Finance, and Proposals.

Customer benefits

Across Legal now operates an automated reporting environment with real-time information.

Department managers have access to reliable and detailed insights without relying on manual processes, while firm leadership benefits from greater visibility into performance, resource allocation, and profitability.

Key results

Fully automated data flow

Elimination of manual data handling from KLEOS, ensuring reports are always up to date.

Complete visibility into firm performance

Interactive reports providing detailed insights by lawyer, team, client, and department manager.

Faster decision-making across departments

Dedicated dashboards for each business area, improving activity monitoring, resource planning, and business control.

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