TRICORD ANALYTICS · PRACTICE INTELLIGENCE PLATFORM
Extending Actionstep reporting for firm-specific needs.
Actionstep provides a strong foundation for legal accounting and reporting. For firms that need more tailored dashboards and easier access to operational insights, Tricord Analytics extends those capabilities.
Tricord Analytics is designed to complement Actionstep’s existing capabilities by providing a fully managed, firm-branded reporting portal that connects securely through the Actionstep API. This approach helps streamline access to key insights without requiring additional BI licensing or manual exports.
Actionstep · Filevine · Clio · Leap · Azure SQL · Microsoft 365
THE SOLUTION
Introducing Tricord Analytics
A fully managed reporting platform connected directly to Actionstep via secure API — your data served through a stunning, firm-branded web portal. No Power BI licences. No per-seat costs. Join a growing shared report library and get your data the way you actually need it.
REPORTS THAT ARE ALWAYS LIVE AND READY
Your reports are always live and available the moment you log in — pre-formatted, always current. No re-running. No re-formatting. No waiting.
INTERACTIVE DATA YOU CAN EXPLORE
Every number is interactive. Click a WIP total and see the matters behind it. Click a billing figure and drill into individual time entries.
A GROWING LIBRARY BUILT FOR LEGAL PRACTICE
Aged trust with no activity in 365+ days. Originating lawyer profitability. Firm-wide WIP. Reports your practice needs — built and shared across every Tricord client.
FIRM-WIDE VISIBILITY IN A SINGLE VIEW
Firm-wide dashboards built in from day one. One view, all timekeepers, all practice groups — with role-based access so each person sees exactly what they need.
POWERFUL INSIGHTS WITHOUT COSTLY TOOLING
Same quality of insight as leading BI tools — through our own purpose-built portal. No per-user BI licences, ever.
HOW IT’S DELIVERED
Data pulled via secure API into your on-prem SQL Server or Azure SQL. Served through your internal web server or an Azure app container (~$10/month) with certificate-based user access.
SOUND FAMILIAR?
If only reports were always up to date and ready when I open my browser — without having to set filters, re-run, and wait every single time.
It would be great to click into a billing total and instantly see the matters and time entries behind it — rather than running another report.
A single view across all timekeepers and practice groups — without assembling it from individual reports — would save hours every month.
Some of the most useful reports for our practice — like aged trust accounts with no activity in 365+ days — aren’t something we can easily get today.
Tricord Analytics — Managed
$3,000 setup + $500/mo · 1-yr term
Productivity Reports
✓ AR, billing & collections dashboards
✓ Trust account & compliance views
✓ Originating / Introducing Lawyer tracking
✓ Caseload summary & time by assigned
✓ WIP aging
Financial Reports
✓ Aged receivables
✓ Budget vs Actual dashboard
✓ Balance Sheet & Operating Statement
✓ Ongoing updates, no extra charge
Platform
✓ Firm-branded web portal
✓ Role-based report access
✓ Actionstep secure API integration
✓ Mon–Fri 9AM–5PM support
Custom Report Add-On
$1,000 per report
Need something outside the standard library? We build it against the Actionstep API to your exact spec. All custom reports built for any client are added back to the shared library.
✓ Custom columns, grouping & formatting
✓ Custom data refresh schedules
✓ Any matter, time, billing or trust data
✓ MS SQL Server install & config — $500
✓ Complex role & permission structures — call for quote
Cross-System Integration
Call for quote
Combine data from case management and practice systems with your Actionstep legal accounting data into a single unified view.
✓ Filevine, Clio, Leap & Actionstep combined
✓ Cross-system dashboards (matters + billing)
✓ Azure SQL data warehouse
✓ Deploy to Azure tenant or on-prem SQL
✓ Full handoff with documentation
WHY TRICORD
Legal-specific analytics. Not generic MSP work.
We are an Actionstep Legal Partner. We built Tricord Analytics to extend what Actionstep does well — not replace it. This is a managed partnership built for the long term.
✓ Certified Actionstep Legal Partner
✓ Production-grade Actionstep API integrations
✓ Fractional CIO on every engagement
✓ Ontario-based · Canadian data-residency by default
✓ Flat-fee pricing — no hourly surprises
✓ No Power BI or third-party BI license required
SIMPLE PRICING
$3,000
One-time setup, installation & API configuration
$500/mo
Managed reporting service — 1-year term · Mon–Fri 9AM–5PM support
$1,000
Per custom report build via Actionstep API
Custom
Cross-system integrations — call for quote