ClearPath
100+
Dashboards Delivered
35
Clients Served
+52%
Avg. Efficiency Increase
Put Data at the Forefront of your Decision Making
At ClearPath Analytics, we transform your data into a powerful decision-making tool. With customized dashboards and tailored analytics, we help businesses uncover the story behind their numbers, driving growth and efficiency. Our mission is to simplify complexity and provide the clarity you need to succeed.
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SERVICES
Purpose-Built Analytics Services
01
Custom Reporting Solutions
Fully customized dashboards to track KPIs, billable hours, client performance, and more. Designed to meet the unique needs of your business and empower data-driven decision-making.
02
Analytics Infrastructure
Scalable and efficient analytics ecosystems tailored to your business needs. We design and implement robust data environments, ensuring seamless data storage, integration, and processing for optimal performance.
03
Ad-Hoc Consulting
Access on-demand analytics expertise to tackle unique business challenges. Whether it’s uncovering insights or building ad-hoc reports, we’re here to help.
04
Maintenance & Support
Ensure your analytics systems remain optimized and up-to-date with our monthly maintenance services. From data updates to troubleshooting, we’ve got you covered.
05
Strategic Advisory Services
Partner with ClearPath Analytics to identify opportunities, streamline operations, and drive growth. We go beyond data, offering strategic advice tailored to your industry.
INDUSTRIES
Moving the Needle Across a Multitude of Industries
Optimize firm performance with insights into billable hours, case profitability, and attorney productivity. Our dashboards make it easy to uncover patterns and hit your goals.
Legal
Elevate client satisfaction with data-driven insights into portfolio performance, client reviews, and key metrics. Enable better decision-making with actionable dashboards.
Finance
Streamline financial operations with custom dashboards that track client accounts, KPIs, and firm performance in real time. Ensure compliance, and make data-driven decisions to drive growth.
Accounting
Our flexible approach allows us to support businesses in any industry. Whether you need dashboards, reporting, or analytics consulting, we adapt to meet your unique challenges.
Other Industries
Selected Works
OUR WORK
Partner
Southern California Accounting Firm
Total game changer. Now our managers know exactly where our people are billing their time. We no longer have to build endless spreadsheets to track utilization and measure performance.
CEO
Family Office
Our clients are blown away by our new reporting that was developed by ClearPath. We can now show them a comprehensive year-over-year overview of their financial health. This gives us a huge competitive advantage in our industry.
Managing Partner
Southern Caliifornia Law Firm
Thank you! Loving the evolution of this tool! Our reporting was a nightmare before these dashboards. Now our reporting is automated, delivering precious time back to our Partners so they can drive sales and have more calendar availability.
The C-Suite at a venture-backed startup needed a dashboard that contained all of the business' most impactful performance metrics to serve as a "command center" for day-to-day operations. ClearPath worked with executive leadership to develop a comprehensive executive overview dashboard that provided leaders with real-time performance insights.
Accounting Firm Client Reporting
An accounting firm wanted to develop a compelling way to visualize their client's QuickBooks data. ClearPath teamed up with Partners at the firm to create a comprehensive dashboard that was built on top of automated QuickBooks connections to display key client financial metrics.
Wealth Management Client Reporting
A family office wanted to develop a suite of automated reports that they could share with their clients on a monthly basis. Their analysts spent dozens of hours each month manually preparing reports before partnering with ClearPath. ClearPath delivered a fully automated client dashboard that gave the firm a competitive advantage in their industry and resulted in over 50 hours of monthly time savings.
Law Firm Resource Utilization
A Law Firm needed a better way to track the billable hours of their associates against goals. The firm had the raw data in their hands but couldnt make sense of it. ClearPath developed a custom dashboard that analyze billable hours against plan and utilzation percentages so that managers knew exactly where there people's time was spent.
Let's Get To Work
CONTACT
