UPDATE: Now working with swyft as of February 2nd, 2026. Please reach out to swyft for any business inquiries

Why should your firm secure a Fractional Business Intelligence Analyst?

• Latham BI saves your firm thousands of hours spent hunting down data by integrating Filevine (Periscope) and Quickbooks with Domo.

• Provides strategic support at a fraction of the cost of hiring a full-time analyst or building an internal data team, with the flexibility to scale up or down as needs change.

What Latham BI does

• Designs and maintains end-to-end pipelines that securely connect Filevine and QuickBooks to Domo, so your key metrics update automatically instead of relying on manual spreadsheets.

• Build role-specific dashboards for partners, practice group leaders, attorneys, and paralegals and assign personalized data permissions (PDP) so each stakeholder has clear visibility into the numbers that matter most.

• Provide ongoing fractional support (weekly or monthly) to refine metrics, add new views, and answer “can we see…?” questions as your firm’s needs evolve.

Problems Solved

• Fragmented data between case management (Filevine) and accounting (QuickBooks) that makes it hard to answer basic questions about profitability, case life cycle, and cash flow.

• Time-consuming manual reporting that ties up high-value staff in data pulls, reconciliations, and spreadsheet gymnastics.

• Lack of real-time visibility for leadership, forcing decisions to be made on outdated or incomplete information.

Time savings

• My role is to convert the time your firm spends gathering data into time spent practicing law and serving clients.

• Every dashboard I build is designed to remove a recurring manual report or spreadsheet from someone’s to-do list.

• The outcome is not just better visibility, but dozens of hours per month returned to your team without adding headcount.

• Staff no longer export, clean, and merge data from Filevine and QuickBooks to build monthly reports, saving many hours of administrative time per cycle.

• Partners and practice leaders stop “hunting” for numbers in email threads and spreadsheets and instead open Domo to see up-to-date KPIs in minutes, not hours.

• Routine questions (“What’s collections by attorney this month?”, “Which matters are over budget?”) are answered self-service in Domo, reducing interruptions and report requests to your admin team.