Our Work — Jule
Our work

What your reporting could look like.

A live Power BI dashboard built on law firm financial data. Click around in it. Yours would be built on your systems, your metrics, and your definitions.

Firm Performance Dashboard — Live Demo

Sample data in a live, interactive report. Built on Elite 3E for firms on 3E, and on whatever you run if you are not.

What it shows

  • Financial and operational performance
  • Broken down however you need to see it
  • High-level snapshots or detailed drill-downs
  • Always current, refreshed automatically

Who it's for

  • CFOs and heads of finance
  • Managing partners
  • Firm administrators
  • Leadership needing end-to-end visibility

The outcome

  • Answers in seconds, not days
  • No manual workarounds or fragmented reporting
  • Faster, more confident monthly reviews
  • One trusted source of truth
Free download

A billable hours overview that runs on your 3E data.

I built it and I am giving it away to any firm that wants it. It pulls hours worked and billable hours straight from your on-prem 3E. Change three parameters, refresh, and you are looking at your own numbers. It comes preloaded with sample data, so you can open it and poke around first without connecting to anything.

Pivot by client, related client, matter, practice group, department, section, timekeeper title, arrangement type, and a handful of others. YTD, QTD, MTD, rolling 12, any range you want.

Calculating billable hours isn't hard. Getting one definition of it across the firm, and being able to slice and dice it every way people ask for, is where it gets messy. That's the part this handles.

Get the file →
In development

The financial analyst agent.

An AI agent purpose-built for law firms. Chat with your financial data, generate presentations, and build dashboards from a prompt, with every answer verified for accuracy, because in finance close isn't good enough. More soon.

Get started

Start with a conversation, not a commitment.

A free 30-minute call. Tell us what's breaking and we'll tell you what it takes to fix it and what the right scope looks like, whether or not we end up working together.

Book a free call →

Or send a message

Or email Jose.Diaz@juleconsulting.com