Entry
- Single monthly report or dashboard
- One to two data sources
- Automated preparation workflow
Fixed-fee reporting automation, Power BI dashboards, and board-ready monthly packs for teams who cannot afford another spreadsheet scramble.
The work sits where legal operations, finance, and case management overlap: extracting messy data, shaping it into trusted models, then packaging the answer for people who need to act.
Power Query, SQL, Excel, and Python workflows turn exports into repeatable datasets, with manual handling removed wherever possible.
Power BI and Excel dashboards connect KPIs, trends, exceptions, and client performance into a monthly view leadership can use.
Monthly PowerPoint or PDF outputs explain what changed, why it matters, and which decisions need attention.
This anonymised pack shows the kind of client-ready reporting I build: messy operational exports shaped into a clean review deck, with the month explained through movement, exceptions, recovery, pipeline, success rate, and forecast.
A recurring monthly pack designed for legal and recovery teams that need clean numbers, a practical story, and a clear list of what needs attention next.
Midlands Legal BI is built for the unglamorous part of analytics: showing up every month with clean data, reconciled outputs, and a pack that gives people something concrete to discuss.
The first consultation is free. After that, each retainer is scoped around cadence, data sources, output complexity, and the level of monthly explanation required.
Client data is handled through encrypted Microsoft 365 Business with MFA, full-disk encryption, TLS-secure communications, and UK data centre storage. Midlands Legal BI is ICO registered, professionally indemnified for £250,000, and covered for legal expenses up to £100,000.
Based in Nuneaton and serving the Midlands and beyond. Send the current reporting pain point and the next monthly deadline, then we can work out whether the fit is real.