Infodash and BigHand Deliver Seamless Access to Financial Insights

Enabling Law Firms to Make Data-Driven Decisions with Ease

The Infodash and BigHand integration brings advanced business intelligence solutions to law firms. This collaboration unifies financial metrics with critical data from various systems (e.g., client contacts from CRM, client and matter details from PMS, and unstructured data like documents) — in a single pane of glass.

With customizable dashboards tailored specifically for law firm needs, the partnership empowers users to track KPIs, align efforts to drive optimal outcomes, and give firms a holistic view of performance.

Essential features that elevate your firm’s financial productivity

A native API integration ensures that Infodash calls to the BigHand Business Intelligence data cube are real-time, ensuring the latest and most accurate information is displayed to the user.
Provide your lawyers with real-time financial data across their clients, enabling proactive communication, strengthening client relationships, and enhancing their financial acumen.
Equip your teams with personalized, actionable performance data that improves decision-making, boosts efficiency, and streamlines resource management.
Display out-of-the-box functionality and a user-friendly point-and-click interface, making displaying charts, graphs, and data tables simple.
Receive tailored metrics and insights specific to your role, with a platform dynamic enough to recognize and adapt to you.

How Power Automate enhances the Infodash and BigHand integration

Automated Task Updates

Power Automate can retrieve BigHand task statuses with Infodash, keeping team members informed in real time without manual updates.

Centralized Search and Linking

Access BigHand tasks directly from Infodash’s search and document library, consolidating task-related information in one place.

Automated Follow-Up

Trigger follow-up actions in Infodash for completed BigHand tasks, like notifying the next team or creating new tasks, to keep projects moving efficiently.

Report Generation and Sharing

Automatically create and distribute task management reports from BigHand to team members through Infodash or email, which can include a summary of tasks, deadlines, and any flagged issues (such as overdue tasks), keeping everyone informed.

Notifications and Alerts

Your firm can set up a trigger to initiate a workflow whenever a timekeeper’s accounts receivable reach $100K and are over 30 days past due, and any other metric that is available.

Client and Matter Data Sync

Power Automate ensures consistent client and matter data, like current and past invoices, billing summaries, reporting, and budget to actual percentages, across BigHand and Infodash for streamlined workflows.

One Legal Collaboration Platform.
Two Powerful Solutions.

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One Legal Collaboration Platform with Two Powerful Solutions.