October 26, 2018

Indicators of Success- LPM Article October 2018

What are your BGIs? In your law firm, what measures truly indicate the future potential for growth, and your progress towards that? In October’s LPM column I take a look at the idea of Business Growth Indicators – KPIs that are forward looking and aligned to business objectives – and give some examples of how we measure our business. Click here to read the article in full     Download the full […]
September 4, 2018

Client Communication – LPM Article July/August 2018

Email is the new snail mail. This was the suggestion made to me recently by the managing partner of a law firm during a fascinating conversation about how law firms communicate with their clients. We are all now used to renewing our insurance by filling in a form online. Most of us wouldn’t dream of emailing our bank, and visiting branches is becoming a thing of the past (yes, I […]
September 4, 2018

Mistake Too – LPM Article May 2018

When I speak to law firm management about their business intelligence (BI), management information (MI) and reporting approaches, I’m regularly asked about what other firms do well. People naturally want to learn about best practice, or better practice, from other, similar firms. However, the question that is much less frequently asked, but which I think is equally – if not more – valuable, is “what mistakes do you see other […]
April 9, 2018

Win The Data – LPM Article March 2018

Does your firm have a data strategy? According to a study conducted by Harvard Business Review, less than half of an organisation’s structured data was actively used in making decisions and less than 1% of its unstructured data was analysed or used at all. In this column for LPM Magazine, I take a look at how many law firms fail to get best value from the data they own and […]
December 18, 2017

On The Benchmark – LPM Article December 2017

  In an article published in LPM magazine in December I took a look at benchmarking, questioning the value of traditional benchmarks, and re-visting my favourite theme of aligning all measurement with the firm’s own objectives. “Benchmarking is the practice of comparing an organisation’s performance metrics with those of similar organisations, to understand how they compare with best practitioners and identify where improvements are possible and desirable. Surely any organisation […]
October 25, 2017

Top Tip #13 ‐ Configuring Part Time Staff

Top Tip #13 ‐ Configuring Part Time Staff   The Katchr webparts and measures often use Total Working Hours or Target Chargeable hours for calculations and variance analysis. When these are monitored on a daily basis, it is important that the correct hours for each day of the week are used, especially where part time staff are concerned. The Daily Time defaults to your opening business hours plus the standard […]
October 20, 2017

Peppermint Technology Partners with Katchr

Following a successful pilot project, Peppermint Technology and Katchr have now formalised their partnership to make the Katchr Management Information and Business Intelligence solution available to all Peppermint CX customers. The agreement enables law firms using Peppermint CX to access reporting as a service (RaaS) which brings together Katchr’s domain expertise and Peppermint CX to deliver a wealth of out-of-the-box and customisable dashboards and reports. Firms using Peppermint CX now […]
October 11, 2017

Top Tip #12 ‐ Impersonating a User

Top Tip #12 ‐ Impersonating a User   Administrators are able to impersonate another user, and therefore inherit that person’s dashboard displays and permissions. This can be utilised for tracing problems and supporting users. To access Impersonate User, click on the cog in the top right hand corner in Katchr and select Maintenance from the list. Please note that only those set as Administrators will be able to access the […]
October 1, 2017

Data Like Gold Dust – LPM Article October 2017

In an article published in LPM magazine in October, I discussed how selling legal services profitably requires firms need to get pricing right, which in turn requires better use of data, present and past. Most law firms are sitting on a goldmine of information that could radically improve their profitability through more appropriate pricing of their services. At the two LPM conferences in London and Birmingham in 2017, Katchr ran […]
September 18, 2017

The Risk Factor – LPM Article July 2017

In an article recently published in LPM magazine, I discussed the idea of how the data firms already have within their systems, can be used to reduce risk. One aspect of management law firms fall short with is using data to minimise risk. Risk is a very broad topic that must be considered by all firms from financial, regulatory, legal process, business environment, physical environment and reputational angles. Some risk […]
September 12, 2017

Deborah Ogden – Why personal brand and profile matter more than ever

In another of our popular series of guest blogs, positive impact coach Deborah Ogden shares some thoughts on the importance of personal brand for lawyers and their firms.   The Law Society’s report, ’The Future of Legal Services’, published last year, discussed the changes in the provision of legal services and the impact these will have on the solicitor profession.  They quoted a number of factors at play: the current […]
May 1, 2017

M Is For Measurable Marketing- LPM Article May 2017

In another article for LPM Magazine this month, I took a look at how law firms typically have access to more data relating to clients and new business than ever before and the challenges in turning that into actionable information. One area of business that’s notoriously difficult to monitor is marketing. Developments in online marketing have made it far simpler for businesses to measure basic activity over recent years – […]
April 27, 2017

Jamie Pennington – The reason for information

In this latest in our series of guest blogs. Jamie Pennington, business coach and trainer for Professional Service Firms gives his thoughts on the importance of timely actionable information. Information without action is useless I first learnt this when I used to work in defence intelligence. It’s less glamorous than you might think, especially when your speciality is maps and geographic data. But I did learn one thing: intelligence has […]
April 12, 2017

Peter Scott – The critical components for successs

This is the latest in our series of guest blogs. Peter Scott, consultant and regular writer and speaker on Law Firm Management topics urges firms to think differently. The critical components for successs – but first you may need to challenge your current thinking Over the past 12 months the three most read of my Briefing Notes have related to: Future direction and growth Partner performance and reward Profitability and […]
April 10, 2017

Top Tip #11 – The Unassigned Group

The purpose of the unassigned group in the Navigation Pane is to ensure that firm-wide aggregate totals will always be correct, even if some fee earners records do not appear in the defined group/department/team structure. This is really important to ensure everyone can have confidence in the data, even if mistakes are made in configuration of departments, or marking new starters / leavers. The unassigned group will always show the […]
March 29, 2017

The KPIs have it – LPM Article March 2017

In an article I recently wrote for LPM magazine, I outlined some of my thoughts on my topic of the moment – Better Law Firm KPIs – actionable information beyond fees and time. This was also the topic of my recent talks at LegalEx 2017. Your firm probably has KPIs – fees billed, time recorded – but do these really drive action to improve your business? Should you really be […]
March 22, 2017

Top Tip #10 – Non Chargeable Time Categories

Many firms have a large number of non-chargeable time activity codes, to allow a fine grained analysis of where time is spent. However, it is often useful to also be able to analyse time at a broader high level before drilling into that detail. Katchr time category mapping allows detailed Non Chargeable activity codes from the PMS to be grouped into up to 8 named categories. Analysis of time by […]
March 8, 2017

Top Tip #9 – Navigation Shortcuts

The top half of the Navigation Pane tells you where you are in the hierarchy of firm, group, office, department, team and fee earner. You can select any part of the hierarchy to take you straight back to the point you wish to view the data from by clicking the appropriate heading with your mouse: Analysis Section The lower half, entitled ‘Analysis’ allows you to navigate around these levels: Click […]
February 8, 2017

Top Tip #8 – Dictionary Maintenance

Dictionary Maintenance will enable you to set your own terminology for any webpart or measure or column title. For example, throughout Katchr the charts and KPI’s utilise the word “Fees” but you may prefer to display the text of “Costs” or “Bills” instead. The Katchr maintenance menu is accessed from the “Cog”  icon on the Katchr dashboard display. This icon is only available for users designated as Administrators. Once you have […]
January 19, 2017

Jake Fox – Risk management and PI Insurance – what is round the corner?

This is the latest in our series of guest blogs contributed by some of the many partners that we work with at katchr. Jake Fox, Managing Director of J.M. Glendinning Professional Risks, discusses some of the potential changes coming in the arena of PI Insurance, and highlights the implications for both your firm and your management information. Risk management and Professional Indemnity Insurance – what is round the corner? In […]