LEGALBI

LEGALBI — Turning Data into Strategic Decisions

In an increasingly competitive legal market, the difference between reacting and leading lies in the ability to transform data into strategic decisionsLEGALBI, the Business Intelligence solution developed by ROOX, was designed to support all areas of a law firm — from Managing Partners, who define vision and strategy, to associates and support teams, who execute and sustain day-to-day operations.

With more than 60 dimensions of analysis, LEGALBI provides a comprehensive and integrated view of firm performance, covering financial, operational, and productivity metrics, as well as profitability, efficiency, and resource utilisation indicators.

Through intuitive dashboards and customised KPIs, LEGALBI turns complex volumes of data into clear, actionable, and visually compelling insights. Each user, regardless of their role, receives the right information at the right time, enabling faster and more informed decisions.

LEGALBI is not just an analytics tool; it is a strategic intelligence system that raises the firm’s management maturityenhances organisational transparency, and aligns all stakeholders around shared business goals.

For Managing Partners, it is a strategic control and vision instrument. For lawyers, a guide to improving performance and profitability. For support teams, a solid foundation to optimise processes and prioritise high-impact tasks.

In every metric, LEGALBI reinforces the guiding principle of the modern digital law firm: information is power, but true value lies in using it to decide better.

Strategic Benefits of LEGALBI

🔸 Comprehensive support for all stakeholders — from Managing Partners to associates and support teams.
🔸 Over 60 fully integrated dimensions of analysis.
🔸 360° view of financial, operational, and strategic performance.
🔸 Customisable dashboards and KPIs tailored to each user profile.
🔸 Strategic alignment and transparency across the entire organisation.
🔸 Immediate identification of deviations, risks, and opportunities.
🔸 Data-driven decisions, based on real-time, reliable information.

🔸 Increased profitability, predictability, and efficiency.

LEGALBI

LEGALBI — Turning Data into Strategic Decisions

In an increasingly competitive legal market, the difference between reacting and leading lies in the ability to transform data into strategic decisionsLEGALBI, the Business Intelligence solution developed by ROOX, was designed to support all areas of a law firm — from Managing Partners, who define vision and strategy, to associates and support teams, who execute and sustain day-to-day operations.

With more than 60 dimensions of analysis, LEGALBI provides a comprehensive and integrated view of firm performance, covering financial, operational, and productivity metrics, as well as profitability, efficiency, and resource utilisation indicators.

Through intuitive dashboards and customised KPIs, LEGALBI turns complex volumes of data into clear, actionable, and visually compelling insights. Each user, regardless of their role, receives the right information at the right time, enabling faster and more informed decisions.

LEGALBI is not just an analytics tool; it is a strategic intelligence system that raises the firm’s management maturityenhances organisational transparency, and aligns all stakeholders around shared business goals.

For Managing Partners, it is a strategic control and vision instrument. For lawyers, a guide to improving performance and profitability. For support teams, a solid foundation to optimise processes and prioritise high-impact tasks.

In every metric, LEGALBI reinforces the guiding principle of the modern digital law firm: information is power, but true value lies in using it to decide better.

Strategic Benefits of LEGALBI

🔸 Comprehensive support for all stakeholders — from Managing Partners to associates and support teams.
🔸 Over 60 fully integrated dimensions of analysis.
🔸 360° view of financial, operational, and strategic performance.
🔸 Customisable dashboards and KPIs tailored to each user profile.
🔸 Strategic alignment and transparency across the entire organisation.
🔸 Immediate identification of deviations, risks, and opportunities.
🔸 Data-driven decisions, based on real-time, reliable information.

🔸 Increased profitability, predictability, and efficiency.

With LegalBI, analysing legal data from JVRIS has never been easier. This legal business intelligence platform delivers precise, dynamic insights through an intuitive interface and quick implementation.

LEGAL BI FAQ's

No. LEGALBI has been designed to be intuitive, user-friendly, and accessible — requiring no advanced technical skills. The platform features interactive dashboards and clear visual indicators, enabling any user — from Managing Partners to associates and administrative staff — to explore data, identify trends, and make informed decisions quickly and confidently.

The focus is on simplifying access to strategic information, eliminating the need to rely on IT teams or technical reports for meaningful insights. In this way, LEGALBI democratizes data intelligence, empowering the entire firm to manage with greater awareness, agility, and collaboration.

Unlike other market solutions that require months of setup, LEGALBI is designed to be fully operational within a few weeks.

Powered by the JVRIS BI engine and preconfigured legal dashboards, it delivers meaningful insights from day one.

Firms experience quick, measurable results, optimising billing, identifying bottlenecks, and improving efficiency within the first weeks of use.

Business Intelligence turns operational, financial, and productivity data into strategic insights, enabling evidence-based decision-making rather than intuition-driven management.

With LEGALBI, Managing Partners gain a comprehensive view of firm performance, identifying profitability drivers, inefficiencies, and growth opportunities.

BI also fosters a data-driven culture, enhancing predictability, financial control, and organisational transparency

LEGALBI is designed for all areas of the firm.

Managing Partners use it to monitor profitability, performance, and key strategic indicators.

Lawyers and associates track their individual productivity and results.

Support teams use operational dashboards to optimise deadlines, tasks, and resources.

BI democratises access to information, creating a shared, results-oriented management culture.

Legal BI Components

LEGALBI Components and Integrations

LEGALBI has been designed as an integrated and expandable solution, capable of centralising the firm’s management intelligence within a single analytical environment.

Natively integrated within the JVRIS EDGE ecosystem, LEGALBI ensures full compatibility with its time tracking, billing, legal CRM, and document automation modules. This seamless connection guarantees data consistency, automatic indicator updates, and a consolidated view of firm performance.

Moreover, LEGALBI is built on an open architecture, allowing integration with external databases and third-party systems, such as:

  • iManage, for analysing document productivity and tracking legal workflows;

  • Primavera, for consolidating accounting and financial information;

  • as well as other ERP, DMS, or CRM platforms used by the firm. 

This level of interoperability ensures that LEGALBI adapts to the technological landscape of each firm, regardless of its size or software stack, providing a unified and intelligent view of operations.

In essence, LEGALBI serves as the analytical core of the JVRIS EDGE ecosystem, designed to integrate, correlate, and transform data into strategic insight — a true decision engine for the modern law firm.

Legal BI Components

CRM Indicators

The paradigm of the legal practice has changed substantially over the last few decades, as more and more firms, but also lawyers in general, are concerned with being proactive in communicating the legal context in which their organisations operate, thus providing information in conjunction with alerting the need in the demand for legal services. The principles of their communication are to transmit their message in a way that is understandable to the interested target audience. With Legal BI it is thus possible to measure the effort and impact of that same communication, which translates into an increase in business volume and client retention.

  • Who is contributing with contacts to the company?
  • How many entities and people are created?
  • How many people were impacted by last month's maillings?

Legal BI Components

Law firm business KPI's

The production of a law firm is measured in different ways, not only on the basis of invoiced volumes or hours produced, but also by means of a set of indicators of considerable complexity, such as production or invoicing efficiencies, or even cancellation inefficiencies, calculated at the time of production of the clients' final accounts. The registration or invoicing deadlines are also elements to be taken into consideration, since they should be the focus of policies to improve indicators, which condition the performance and final result of lawyers and the organisations in which they work.

  • What is the deviation of billable hours from the objective for the period?
  • What is the production efficiency of the competition team?
  • How many days does it take on average for a diligence to be recorded and what is the deviation to the target?
  • What was the growth this year in the universe of former clients?

Legal BI Components

Production in iManage document management

LEGAL BI is a platform that allows you to capture information from different sources, which includes iManage document management. LegalBI enables the consultation of information on the use of iManage, providing relevant information on the activity of the users in order to understand any possible deviations from the firm's norms.

  • Are all lawyers filing in iManage?
  • Are any users having non-standard accesses?
  • How many documents are created per month?

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LEGALBI

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