CASE STUDY Law Firm | United States
Levenfeld Pearlstein Builds Scalable Reporting Infrastructure for Better Law Firm Operations
Client Need
- Maintain consistent operations while transitioning to a new Financial Management Solution.
- Leverage Microsoft Fabric for reporting and centralizing data.
- Enhance dashboard flexibility and streamline data integration with Microsoft Power BI.
- Enable strategic decision-making and provide operational transparency.
Client Solutions
- Assess needs and create requirements, design, and build support.
- Build semantic models for billing, aging, and ledger.
- Create 60 paginated reports and two dashboards.
- Provide Microsoft Power BI dashboard consulting and implement ongoing managed support.
- Deploy global delivery to ensure efficiency for the United States and India.
Why Epiq
- Drive innovation and efficiency with advanced technologies to improve outcomes and reduce costs.
- Leverage experienced teams in 18 countries across North America, EMEA, and APAC.
- Tailored law firm solutions backed by legal data platform expertise, proven dashboard development, and a collaborative delivery model.
Epiq Advisory’s strategic insights and expertise in Microsoft Fabric allowed us to connect and synchronize multiple systems with tight time constraints. The projects would not have been successful without such a responsive partner.
—Timothy R. Quigg
CIO
Results and Benefits
60 consolidated and paginated reports.
Two interactive dashboards.
Improved data accessibility.
Scalable reporting infrastructure.