Know your numbers. Run a better firm.
Not just better reporting — financial intelligence. Your practice-management system already holds the answers; Tricord Analytics turns that data into live dashboards, decision-ready reports, lawyer budgets and a transparent fee-allocation methodology — for every person in your firm.
| File # | Client | Practice Area | Billed | Collected |
|---|---|---|---|---|
| 25-0141 | Harrington Holdings Ltd. | Corporate | 48,210.50 | 41,780.00 |
| 24-0873 | Melissa Grant | Family Law | 22,860.00 | 22,860.00 |
| 25-0034 | Northbridge Developments | Real Estate | 31,420.75 | 24,600.00 |
| 24-0466 | Chen & Associates Realty | Litigation | 27,715.25 | 21,340.00 |
The data is there. The answers aren’t.
Every month-end, the same ritual: export, re-run, re-format, reconcile — and by the time the numbers circulate, they’re already stale.
“Why am I re-running this every week?”
Reports should be ready the moment you open your browser — current, pre-formatted, no filters to set, no waiting on exports.
“What’s behind this number?”
A billing total you can’t click is a dead end. Every figure should open into the matters, lawyers and time entries beneath it.
“Can someone assemble the firm view?”
One view across all timekeepers and practice groups — without stitching it together from a dozen individual reports every month.
Your data. Already reporting.
We connect to the system you already run — read-only, through the official API — keep your reporting data in a secure Canadian cloud, and serve it back as living intelligence, branded to your firm.
Always current. Never re-run.
Your numbers refresh automatically every night. Open the portal, the reports are simply there — pre-formatted, filtered to you, ready for the partners meeting.
Every number drills down.
Click a receivables total and see the files behind it. Click a file and see the entries. The distance from “that looks wrong” to “here’s why” is two clicks.
Role-aware to the row.
Everyone signs in with the Microsoft account they already have. Partners see the firm; lawyers see their practice; staff see their work — enforced in the data, not hidden in the menu.
The reports firms depend on. Live, in one place.
Try the My Daily Time fly-through below — the camera walks you through the actual screen. The other fifteen are part of the full experience, shared after a discovery call.
Fifteen more fly-throughs. One call away.
The full Tricord Analytics experience — every report walked through on screen, the complete fee-allocation methodology, and the live demo portal — is shared with your firm after a 30-minute discovery call.
A platform that keeps compounding.
Financial integrity, built in
Cancelled invoices, silent write-offs and fees landing on the wrong people get caught automatically — before they distort partner numbers.
Data import & migrations
A managed import workflow for wills vaults, safe custody, trust ledgers and corporate records — dry-run first, full audit history, your history comes with you.
QST Return for Québec firms
A Revenu Québec–shaped return computed from your data, box by box, with the invoices behind every number and CSV export for your accountant.
Custom reports — community library
Need something bespoke? We build it to your spec at a fixed fee. Every report built for one firm ships to every firm — the library compounds.
Budgets & pacing
Annual fee and hours targets per lawyer, with run-rate projections on every dashboard — so a slow quarter is a conversation in April, not a shock in December.
Your brand, your portal
The whole experience re-themes to your firm’s colours and logo — partners open your portal, not ours. Two interface designs ship in every instance.
Your clients trust you with everything.
We designed for that standard.
Your Microsoft sign-in, not ours
Everyone signs in with the Microsoft account they already use — your existing MFA and access policies keep working. No new passwords to manage or phish.
Dedicated environment per firm
Your own portal and your own database — no shared tables, no co-mingled data, no cross-firm queries. Isolation by construction, not by policy.
Canadian data residency
Hosted in secure Canadian cloud infrastructure by default, or on your own servers. Your client data doesn’t cross the border to be reported on.
Role security to the row
Partner, Lawyer and Staff lenses are enforced in the data layer. A typed URL can’t bypass what the menu hides.
Read-only by design
We pull reports through the official API with read access. There is no code path that writes to your books — your accounting system stays the system of record.
Everything is audited
Access grants and admin changes are logged with who, what and when. When someone asks “who could see this?”, the answer is a report, not a shrug.
Full architecture documentation — infrastructure design, identity flows, backup and recovery — is available to your IT committee under NDA. Book a technical session →
Legal-specific analytics. Not generic BI work.
We are an Actionstep legal partner, and we work inside law firms every day — managing the information systems, applications and data your practice depends on. We built Tricord Analytics to extend what your practice-management system does well, not replace it. This is a managed partnership built for the long term.
- Certified Actionstep legal partner with production-grade API integrations
- A fractional CIO on every engagement — not a ticket queue
- Ontario-based · Canadian data residency by default
- Flat-fee, unlimited users — no per-seat BI licences, no hourly surprises
- Scales with your practice — from a single office to multi-office, multi-entity firms
The diligence questions, answered plainly.
What access does Tricord actually need?
Where does our data live?
Can our lawyers see each other’s numbers?
What happens if we leave?
How fast can we be live?
Know your numbers.
Run a better firm.
Book a 30-minute discovery call. We’ll show you the platform live, on data shaped like yours — and send your firm access to the full experience.
Part of the full experience
This guided fly-through — and fourteen more like it — is in the full Tricord Analytics experience, shared with your firm after a 30-minute discovery call.