Platform

Portfolio

Deep dive into your clients and matters.

Your hub for key financial and operational information across your clients and matters. Secure, comprehensive, accessible anytime and anywhere.

Stay on top, with snapshot.

Snapshot provides a quick, clear overview of a client account. On a single screen, you’ll see client activity, account progress, any required actions, and key contacts—all at a glance. You can even contact people directly from the app.

What’s included:

Account overview

Key internal contacts

Client contacts

Health measure

Health indicators

Recommended tasks

What you’re working on, and new ways you could support.

Work provides a complete view of all matters handled for a client, showing which parts of the firm have serviced them, how much time you've dedicated, and who has been involved.
It also offers growth opportunities—ideas identified by Radar and aggregated at the client level to help you expand the account.

What’s included:

Business report

Activity report

List of active matters

New opportunities

Make sure that your clients are good clients.

Financials provides you with a complete set of accounting and finance metrics, giving you a clear, in-depth understanding of account performance.

What’s included:

Account status

WIP report

Debt report

Rate card

Invoices

Profitability metrics

Growth metrics

The intelligence your firm holds on your client.

Details holds information you’ll rarely need to access, but is important for you to view and ensure its validity. The information in here likely powers reports around the firm, and it’s a key driver for Radar.

What’s included:

Addresses

Regulators

Tickers

Jurisdictions

Sector and industry

Referrals

Compliance information

Rapid access to information and insights.

A summary of the matter, along with all relevant contacts and actionable prompts to help you manage it effectively.

What’s included:

Matter description

Services, offices & jurisdiction

Key internal contacts

Client contacts

Matter health rating

Matter health metrics

Tasks

Contributions along the effort curve.

Activity tracks how much time you're dedicating to a matter and how much of it is chargeable. You can view the effort broken down by various dimensions, including office, grade, and individual levels.

What’s included:

Activity summary

Cumulative time

Comparison v estimate

Timekeeper contributions

Office contributions

Department contributions

Grade contributions

Make sure you’re being paid appropriately for your efforts.

Billing provides a complete overview of a matter account, allowing you to instantly see how much revenue is being generated and what’s at risk. If there’s outstanding debt, you'll know exactly which invoice to follow up on.

What’s included:

Account status

Lock-up report

WIP report

Debt report

Rate card

Invoices

Find out how profitable your matter is.

Profitability is your go-to for understanding the true value of your matters. Using a range of standard law firm profitability metrics, it helps you see how a particular matter compares to the rest.

What’s included:

Discounts

Recovery + write-offs

Revenue per partner hour

Time per partner hour

Enhanced matter data that powers deeper analytics.

Details might seem unimportant, but it's one of the most critical features of FirmLink. Applying the right tags and schemas adds a layer of knowledge to your matters, fuelling powerful business intelligence. Some data can even be captured automatically—check out another of our products, DocEx, for more information.

What’s included:

Parties

Services

Compliance

Technology used

Procedure-specific features

Insights

Personalised data, tailored to your role.

Comprehensive business intelligence aggregated to roles within your firm. Visibility is controlled with role-relevant permissions levels.

My KPIs

Stay aligned with your objectives, track progress, and achieve your goals.

My KPIs provides a centralised space for everyone to track and manage their performance in business development, utilisation, billing, and profitability.

Clients

Build deeper relationships with pipeline and client health metrics.

Close deals, connect with new clients, keep your best clients satisfied, and intervene when accounts are at risk.

Financials

Manage your finances at scale and become more profit-focused.

Enhance your understanding of revenue and margins with granular data on fees, recovery, lock-up, rates, leverage, and more.

Activity

Boost output with a dynamic and highly utilised workforce.

Reward top performers, direct resources where they're needed most, and ensure effective use of time by becoming leaner and more agile.

My KPIs

Stay aligned with your objectives, track progress, and achieve your goals.

My KPIs provides a centralised space for everyone to track and manage their performance in business development, utilisation, billing, and profitability.

Clients

Build deeper relationships with pipeline and client health metrics.

Close deals, connect with new clients, keep your best clients satisfied, and intervene when accounts are at risk.

Financials

Manage your finances at scale and become more profit-focused.

Enhance your understanding of revenue and margins with granular data on fees, recovery, lock-up, rates, leverage, and more.

Activity

Boost output with a dynamic and highly utilised workforce.

Reward top performers, direct resources where they're needed most, and ensure effective use of time by becoming leaner and more agile.

Radar

Win work with automated horizon scanning.

Radar monitors primary sources for events that drive demand for legal services, alerting you to new opportunities as they arise.

Like a lead? Add it to your Pipeline to easily contact prospects and track progress through the sales cycle.

Proactively service your clients.

Along with monitoring external sources, Radar scans your internal data to identify cross-selling and up-selling opportunities with your clients.

Use it to win new clients too. FirmLink lets you add targets in the industries and regions you’re looking to expand into.

Law firms trust our robust security policies. Your data is safe.

FirmLink is deployed within your network and no data ever leaves.

It integrates with your Active Directory and includes SSO and MFA, giving you complete control over access rights.

FirmLink integrates with your information barrier systems, ensuring that only authorised users can access client and matter data.

Further security requirements? We’ll work with you.

Be part of something that continues to grow.

H1 2025

Optimised desktop experience.

While a desktop experience is currently available, an optimised version will be released next year.

AI insight assist.

New AI features will let you ask anything and receive instant responses in seconds.

Client portal.

Instead of having clients ask you for matter information, they’ll be able to find it themselves.

H2 2025

Siri integration.

An Apple Intelligence integration allows you to ask questions hands-free while wearing your AirPods.

Staff directory.

Better staff data will help you match the right person for the job.

Phase and task data.

You will be able to view more granular insights at phase level.

Be part of something that continues to grow.

H1 2025

Optimised desktop experience.

While a desktop experience is currently available, an optimised version will be released next year.

AI insight assist.

New AI features will let you ask anything and receive instant responses in seconds.

Client portal.

Instead of having clients ask you for matter information, they’ll be able to find it themselves.

H2 2025

Siri integration.

An Apple Intelligence integration allows you to ask questions hands-free while wearing your AirPods.

Staff directory.

Better staff data will help you match the right person for the job.

Phase and task data.

You will be able to view more granular insights at phase level.