One of its biggest challenges was a weekly “flag report,” a massive Excel file with 30 tabs that took an entire Sunday to prepare. “One of us would have to spend all day prepping what happened last week,” McAnn said. “Our CEO kept saying, ‘I want to know what’s going to happen next week, not looking backwards.’”
In addition, the firm’s legacy case management platform only offered seven dashboard fields, preventing the company from easily identifying profitability trends, bottlenecks, changes in attorney performance, or the impact of case outcomes on the firm’s financial results.
With Domo, Disparti Law Group was able to connect more than five critical data sources together, covering financials, case management, and lead generation. Leadership can see case volume, revenue trends, and profitability by attorney, while department heads monitor workload, cycle times, and performance KPIs at a glance. Firm leaders, the marketing team, and individual attorneys can view the firm’s performance at a glance when making decisions about where to invest marketing spend, whether it's profitable to settle a case for the proposed settlement amount, or determine which attorneys need more support.