Why should your firm hire a Fractional Business Intelligence Analyst?

• I specialize in connecting legal tools like Filevine with financial systems like QuickBooks, using best practices proven to streamline billing and trust accounting.

• Strategic BI 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.

• Focus on making dashboards simple, visual, and actionable so attorneys can quickly understand the story in the data and act on it.

What I Do

• Design and maintain an end-to-end pipeline that securely connects 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, realization, 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• Lack of real-time visibility for leadership, forcing decisions to be made on outdated or incomplete information.

Outcomes

• Firm-wide dashboard showing fees, WIP, A/R, and trust balances by matter, attorney, and practice area, updated automatically from QuickBooks and Filevine.

• Operational views that track cycle times, bottlenecks, and staff utilization across your Filevine workflows, helping improve throughput and client service.

• Scheduled Domo reports emailed to partners and administrators with current KPIs, so everyone sees the same trusted numbers each week or month.

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.

Specialties:

• Demands, Offers, Tasks, etc. from Filevine (AWS S3)

• Dropbox, Quickbooks, & Salesforce integration with Domo

• Excel, CSV, & JSON Workbench

• Domo onboarding/training

• Python & SQL for Data Analysis

Credentials:

• MajorDomo

• 3+ years working as a Business Intelligence Analyst (Revenue Operations, FP&A, & Marketing) for a company doing $800M+ annual revenue

• Master’s degree in Financial Economics from Utah State University