Actionstep and Cloudify Inform

Modified on Mon, 17 Jul, 2023 at 5:20 PM

Free actionable business intelligence

Cloudify Inform is developed by our integration partners, Cloudify Legal.

Cloudify Legal provides a broad view of how your firm is performing on a month to month basis with firm, team and individual views. Cloudify Legal's monthly subscription service is more real-time and has a plethora of detailed reporting metrics and ‘drill to detail’ analytic capabilities.

You don’t need any expensive consultants or business intelligence tools to use Cloudify Inform as it is available securely in your web browser. You will need the Actionstep daily data export switched on to power your Cloudify Inform. If you don’t currently have this switched on please contact Cloudify Legal and ask that they arrange this for you.

Key Features of Clouidfy Inform:

The ActionBI free version consists of the following:

Firm Dashboard – displaying the main metrics across your selected financial year (tell us which financial year your firm uses and we customise the report accordingly)
Team Billing – breaking the fees billed and performance against KPIs down by team
Individual Billing – breaking the fees billed and performance against KPIs down by Fee Earner
Team Activity – breaking the matters worked, hours worked and effective rate down by Team
Individual Activity – breaking the matters worked, hours worked and effective rate down by Timekeeper.
Cloudify Inform Standard Management report has the following sections:
- Firm Dashboards
- Team Dashboards
- Individual Dashboards
- Billing
- Activity
- Work in Progress (WIP)
- Invoicing
- Payments
- Marketing
- New Actions

Additionally the Cloudify Inform Standard includes:

A separate Individual report to be given to users who need to have access restricted to their own data only.
Data updated daily with reports on prior months and a live view of current month performance.
Ability to switch between Financial Years and Calendar Years on the fly
Bespoke Colour scheme

How do I enable the integration:

To enable the integration please contact inform@cloudify.legal or fill out the form found here: Cloudify Legal - Cloudify Inform

How it works:

To see demo versions of all the reports go to :Cloudify Legal - Cloudify Inform

Costs:

Pricing can be found here:Cloudify Legal - Cloudify Inform - there is a standard subscription and a platinum subscription. We recommend contacting Cloudify Legal for more information and details.