The Platform
Eight Reporting Modules. One Source of Truth
Practice Clarity is a complete practice management reporting platform built on Microsoft Power BI. Each module is purpose-built for professional firms and works in any browser, on mobile, and on the boardroom screen, no new login required.
The Reporting Modules
WIP & Billing
Live WIP ageing, billing trends, unbilled jobs and recovery rates. Sliced by partner, division, service line or client.
Productivity & Timesheets
Fee-earner productivity against target, utilisation rates and timesheet compliance across the whole firm.
Partner Performance
Individual partner profitability, recovery rate, WIP position and billing performance — current and trending.
Division Performance
Divisional margins and service-line contribution. Firm-wide and individual business-unit views.
Debtors & Cashflow
Debtor ageing, cashflow trends and billing-cycle analysis. Know exactly where working capital is sitting.
WIP Over Time
Trend analysis on WIP movement. Is the pool growing, stalling or clearing? Understand the firm’s work rhythm.
Profitability by Staff & Client
Recovery rates, write-offs and margin contribution at the individual staff and client level.
Platform Usage Metrics
Who is logging in, what they’re viewing and how often — a reporting platform only earns its keep if your team uses it.
How it Works
Read-only connection. Secure Azure layer. Live Power BI.
Your practice system
Connected read-only. Nothing changes in how you manage jobs, timesheets or invoices.
Secure Azure warehouse
Data modelled and cleansed for historical trend analysis point-in-time reports can’t provide.
Microsoft Power BI
Live dashboards with row-level security. Refreshed daily, automatically. No one presses a button.
Integrations
If your firm uses it, we can connect to it.
XPM, MYOB AE and FYI Elite are our most common starting points, but the list below keeps growing, and if you don't see your system, ask us. The answer is almost always yes.
The right picture, for every level of the firm.
Row-level security means everyone sees exactly what they need and nothing they shouldn't.
Managing partners
Firm-wide performance, divisional margins, partner profitability and cashflow — one consistent methodology across everyone.
Partners
Their own WIP, billing, recovery rate and client portfolio — live every morning, not once a month.
Practice managers
Capacity, productivity trends, timesheet compliance and utilisation — this is what replaces the monthly spreadsheet.
Team leaders
Job status, individual output and workload across their team, without waiting for a consolidated report.
Want to see it on your data?
We'll configure the demo around your practice management system.