One dashboard that pulls from every system — and goes beyond what happened to why, who's affected, and what to do about it.
Traditional reports tell you what happened, then stop. You read a static number, export it, and go chasing the context in another system. Reporting Intelligence closes that gap — it answers what happened, why it happened, who is impacted, and what to do about it, with the data and the action in the same place.
Find the report, the metric or the record you need by searching — like Google, across every dashboard — instead of hunting through tabs and exports.
See a problem, fix it on the spot. Trigger a workflow straight from the dashboard — no switching systems, no re-keying.
Ask your dashboards questions in plain language and get answers with sources — no formula, no analyst, no wait.
Combine data from databases, business systems, documents and emails in a single view.
Build dashboards by department, function or use case.
Visualise KPIs, counts and summaries through configurable widgets.
Drill into structured data with sortable, filterable data grids.
Show each user only the data they're permitted to see.
Keep operational monitoring current with live data.
Act on what you see — trigger workflows directly from the report.
Connect multiple systems without migrating to a single platform.
Reporting Intelligence reads from the systems you already run and brings the numbers together at the reporting layer — no central data warehouse to migrate into, no single platform to standardise on. Your data stays in place; the dashboard does the joining.
Matter status, billing analytics and lawyer-utilisation dashboards.
Regulatory dashboards, AUM and risk metrics, payment and MOG dashboards.
Portfolio performance, client profitability and advisor-performance dashboards.
Periodic classification, onboarding and audit dashboards — missing or expired KYC, breaches of local requirements.
Turn a number on a dashboard into an action — kick off a workflow on the spot.
Explore Workflow Automation →Go from a flagged metric to a full investigation across clients and entities.
Explore AI Research →Book a 45-minute discovery session. We'll connect Reporting Intelligence to a sample of your systems and show you a live, cross-system dashboard — with zero disruption.