Business Intelligence & reporting

Law Firm Business Intelligence and Reporting

Timely access to your data

How do you plan to rewrite the reports you developed in your legacy system?  Do you have staff who know the Aderant database well enough to write reports or extract data for analysis?  Are you an existing Aderant client struggling with reporting?  The number one complaint from our clients is how difficult it is to access high level management data.

Access to data is critical to managing your firm.  Simplex BI provides reporting strategy consulting and report development services to help keep firm leadership informed on the state of the business.


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  • Delivery Strategy
  • SSRS Report Development and Automation
  • Legacy Report Conversion
  • Data warehousing
  • Dashboards
  • Alerts
  • Data extractions
  • SSRS and Tables Training

Frequently Asked Questions

In theory, yes.  In practice, the challenge lies not in the technology, but with the lack of expertise with the Aderant database. A technical developer can code the reports, but will not be able to deliver output that requires business knowledge. Conversely, a financial analyst may possess the accounting skills, but lack the technical tools needed to create timely output.

Yes. You get some essential inquiry and reporting out of the box, but most firms need more. Additionally, reporting tends to be an afterthought in the implementation.  By the time attention is paid to the fact that there are reports missing, there is not enough time to create them all.

Yes, if you know how to get to the data. However, the problem with relying on Excel is that much of the work is done manually and thus can lead to inefficiencies and human error.

This is a common question we get. We follow a prescriptive approach while acknowledging that each Firm is unique. The needs of every Firm can differ in the requirements and methods. We take the time to understand your Firm’s unique needs.


We rely on Simplex for all our reporting needs.

— Angela Holmes, CFO
Bose McKinney & Evans

With Simplex Reporting we were able to save significant time at each month end. Producing consistent, reliable reports has gone a long way to instill confidence with upper management.

— Ally Miess, COO
Kohrman, Jackson & Krantz