ANALYTICS · REAL-TIME
Run your practice on facts, not hunches.
Practice Intelligence is a live command centre for the firm — compliance health, revenue and collections, work-in-progress, team capacity and workload — computed in real time and exportable as a branded PDF or spreadsheet.
Compliance health
Revenue & collections
WIP & unbilled
Capacity & workload
Inbox backlog
Most practice owners only learn they are behind — on filings, on billing, on capacity — when it is already a problem. Practice Intelligence surfaces the whole picture at a glance, in real time.
It pulls from the same client-entity graph that runs your day-to-day, so the numbers are always current and always reconcilable down to the entity.
COMPLIANCE & REVENUE
Know exactly where the practice stands.
See compliance health and revenue together: what is overdue, what is due soon, what was filed this month, what you invoiced and collected, and what is still outstanding.
- Compliance health % — filed vs due this month
- Overdue and due-soon filings across every entity
- Invoiced, collected and overdue receivables this month
- Work-in-progress value and unbilled hours by entity
CAPACITY & WORKLOAD
See who is overloaded before it shows in missed deadlines.
Practice Intelligence scores team capacity and flags bottlenecks, so you can rebalance work before a deadline slips — and back it with an eight-week throughput and a six-month revenue trend.
- Per-person capacity scores and overload flags
- Open, overdue and blocked tasks at a glance
- Weekly throughput and six-month revenue trend
- Inbox triage backlog (pending and stale)
REPORTING
Board-ready in one click.
Export the whole picture as a branded PDF or a sectioned spreadsheet — team, clients, compliance and revenue — for a partner meeting or a board pack, carrying your practice branding.
- Branded PDF report
- Sectioned XLSX export
- Your practice logo and colours throughout
Replaces the reporting scramble
How teams put it to work.
A managing partner opens one screen before the weekly meeting: compliance health, collections, WIP and who is overloaded — no spreadsheets assembled the night before.
Leadership tracks SLA-driven workload, capacity and billing in real time instead of stitching reports from separate tools.
Practice Intelligence — your questions, answered.
Is the data real-time?
Yes. Every figure is computed live from your practice data when you open the page — there is no overnight batch to wait for.
Who can see it?
Practice Intelligence is a Principal / owner-level view by default, since it surfaces firm-wide financial and capacity data.
Can I export it?
Yes — a branded PDF and a sectioned spreadsheet (team, clients, compliance, revenue), both carrying your practice branding.
Explore what else Atlas does.
See the whole practice at a glance.
Compliance, revenue, WIP and capacity — live, and board-ready in a click.