Streamline Your Processes for Accurate Reporting with Coyote Analytics

Cindy Summers, who has worked in the legal industry for over 25 years and is a Sales Engineer at SurePoint, presented a webinar on “Time Saving Strategies and Reports Made Easy with Coyote Analytics” on June 8, 2023. During this webinar, Cindy discussed how Coyote Analytics can help legal professionals provide accurate and real-time data, access the information they need when they need it, share reports in a matter of minutes, create reports in a variety of formats, and automate the reporting process.

Below are a few key takeaways from the webinar.

Building reports with real-time data

Month-end can be a tedious task, often requiring manual processes in order to capture critical information to build reports. With Coyote Analytics, you can ease the month-end process by scheduling reports as well as quickly modifying existing reports via grouping and various reporting parameter options.

What are grouping options?

Grouping allows you to run reports by different criteria. For example, you can select a Client and get results for AR Detail by Client or change the grouping to Bill Attorney and execute the same report with different results. 

Numerous filtering options to run reports

Grouping options are just one way to set report parameters. Parameters can include specific employees, clients, matters, and more. Reports can be run by Client Type, Matter Type, Office, as well as by Bill Scheme. Bill Scheme is the term used for alternative billing arrangements such as flat fee, retainer, and contingency. The ability to sort by code or description is also a parameter option.

Modifying and sharing reports quickly and easily

With Coyote Analytics, you have options to modify reports quickly as well as email reports instantly. There are also various export formats to meet your needs, such as email, PDF, and Excel. Reports can also be scheduled—a process that’ll allow you to automate the sharing of your reports quickly and easily.

Coyote Analytics is a cloud-hosted, intuitive application that provides legal professionals the ability to personalize workflows by leveraging a robust suite of user empowerment capabilities while working from any location. Learn more about Coyote Analytics and how it can help your law firm save time and easily generate accurate reports by accessing this webinar.

Ready to see more? Schedule a demo to connect with one of our experts to learn how Coyote Analytics can help you improve workflows and maximize financial performance.

About SurePoint Technologies

SurePoint® Technologies is the leading provider of award-winning enterprise software that improves workflow and maximizes financial performance and profitability for law firms nationwide. Its distinctive cloud platform integrates client management, practice management, and financial management for powerful relationship-building and knowledge-sharing capability. With a community of more than 100,000 members, SurePoint continues to transform the legal industry by enabling law firms to unlock higher performance, freeing lawyers of administrative burdens so they can spend more time focusing on their clients and their practices.

Learn more at https://surepoint.com.