Proclaim Reporting with PowerBI Dashboards
Many law firms rely heavily on their Proclaim Case Management System for day to day claims processing, but the reporting inside Proclaim can only go so far. Important information ends up spread across multiple screens, exports and manual spreadsheets making it hard to get a clear picture of what’s really happening within your business.
We build PowerBI dashboards tailored specifically for firms using Proclaim, turning your operational data into accurate, meaningful insight that helps teams work smarter.
Proclaim Reporting done properly
Make your Proclaim data work harder
Do you have clear answers to questions like:
- How many letters, calls or emails each handler completed today in Proclaim?
- How long cases are actually staying open?
- How quickly key stages are being completed in your workflow?
- Which sources send you the most work?
If not, we can automate the transfer of your key operational data from the Proclaim Case Management System directly into Power BI. Data can update as frequently as you need and you'll get clean, interactive visuals - without any manual effort.
Good reporting starts with good Proclaim data
Power BI can only work with the information it’s given and many firms discover that their existing Proclaim workflows aren’t capturing key data points consistently. Missing key dates and poor status updating leads to unreliable MI.
But this is completely fixable.
We can help refine your Proclaim workflows so that cases collect the right information at the right time. By marking cases at key stages, enforcing essential fields, and improving how updates are recorded, your teams will naturally enter better data — and your reports will instantly become more accurate, useful and trustworthy.