Practice analytics, a A$29/mo add-on
Where every matter stands, in seven tabs.
Your clients, cohort retention, the funnel, the bottleneck, sponsor billing, revenue attribution and Harper cost, read from your own pipeline and exported as CSV or PNG.
7-day free trial, no card needed
Analytics
Your firm's own records 路 last 12 months
- Funnel
- Bottleneck
- Harper
Enquiry to Granted
- Enquiry100%
- Assessment62% 路 9 days
- Lodged48% 路 21 days
- Granted39% 路 64 days
Each tab answers a question you already ask. Read live from your own pipeline, billing and Harper usage.
Cohort retention lays one intake month over another. Sponsor billing shows fees, unbilled hours and the Xero or QuickBooks reconciliation status for each sponsor.
Where matters drop out. Enquiry to Granted, with the median days in each stage.
Funnel
Last 12 months 路 all agents
- Enquiry100%
- Assessment62% 路 9 days
- Lodged48% 路 21 days
- Granted39% 路 64 days
What has sat too long. Matters past the firm's limit, one click from the list.
Time in stage
Open matters
- Lucas Ferreira 路 485Additional info31 days
Sofia Alvarez 路 500Additional info26 days
Mei Lin 路 190Lodged18 days
Where the revenue came from. Referral, website, booking form, campaign or direct, per client.
Revenue attribution
Collected 路 last 12 months
- Referral44%
- Website27%
- Booking form17%
- Campaign12%
Where the AI work went. Usage per user, per matter and per tool.
Harper cost
This month 路 per user
Olivia ReidDrafts and filenotesMost used- Priya RaoResearch
- Tom ByrneTemplates
Trending under the plan's allowance
A chart that opens onto the matters behind it. Every mark is a way to the rows.
- Filters that follow you
- Date, agent, subclass and group filters carry between tabs and live in the link.
- CSV for the board pack
- Columns match the labels on screen.
- PNG for the slide
- At twice the pixel density, sharp on a projector.
Questions firms ask.
Where does the data come from?
How fresh are the numbers?
Can I share a view with the team?
Does the Harper cost tab show who used the most?
Is analytics part of a plan?
Your pipeline has been keeping the numbers all along.
Add practice analytics in Billing for A$29/mo and every tab opens on your existing records.
7-day free trial, no card needed