CLEARPATH ANALYTICS
One partner for dashboards, AI enablement and the data infrastructure underneath — for accounting, legal and finance firms. We turn scattered data into decisions leadership can act on.
The problem
No single picture of how the whole firm is actually doing.
Time, payroll, AR and GL never meet in one view.
Partners fly blind between month-end closes.
Custom BI builds run months and six figures.
What we do
Most firms stitch together a BI freelancer, an IT contractor and a stack of spreadsheets. ClearPath is all of it under one roof — dashboards, AI and the data infrastructure beneath.
Live dashboards and automated reports built around your KPIs — utilization, profitability, billing, portfolio health. On the Power BI you already own.
Put AI to work on your firm's data — natural-language Q&A over your numbers, document and workflow automation, and advisory on where it actually pays off.
The plumbing underneath: connecting your systems, modeling the data and building the pipelines and warehouse so everything stays clean, current and trustworthy.
Beyond the build — we help you pick the metrics that matter, answer the ad-hoc questions, and turn insight into decisions as an ongoing analytics partner.
Industries
Deep templates for the professional-services firms we know best — and a flexible approach for everyone else.
Track client accounts, firm KPIs and performance in real time — realization, AR aging and utilization, all in one place.
Realization · AR agingInsight into billable hours, matter profitability and attorney productivity — patterns made easy to spot and act on.
Utilization · Matter P&LData-driven views into portfolio performance, client health and the metrics that drive better decisions and retention.
Portfolio · Client KPIsOur flexible approach adapts to any business. Dashboards, AI or infrastructure — we meet your challenges where they are.
Flexible engagementsA look at the work
Every engagement is tailored to your firm and white-labeled to your brand — the dashboard, the metrics and the AI, built on the systems you already own.
How it works
We map your systems, identify data sources and confirm the metrics that matter most to leadership.
We connect your systems, build the data model and configure every deliverable to your firm's real data.
A live walkthrough with your team, accuracy sign-off and handover of a live, auto-refreshing solution.
Our work
In their words
Big-firm data. Small-firm pricing. The analytics partner firms actually keep.
Total game changer. Our managers know exactly where people are billing their time — no more endless spreadsheets to track utilization.
Our clients are blown away by the new reporting — a clear year-over-year view of their financial health. It's a real competitive advantage.
Reporting was a nightmare before these dashboards. Now it's automated — giving precious time back to our partners.
Contact
A 30-minute call is all it takes to map your systems and show you what your first deliverable would look like.