Features Built for Law Firms
Everything you need to make data-driven decisions without the complexity of traditional BI. Intelligence where you work, when you need it.
Three Pillars of Intelligence
Cognify delivers intelligence through three integrated components designed to eliminate the adoption problems of traditional BI platforms.
Co-Pilot Integration
Reactive intelligence embedded in Word, Excel, PowerPoint, Outlook, and Teams. Get answers in the context of your actual work.
Intelligence Feed
Proactive alerts that surface critical insights before they become problems. Never miss revenue leaks or client risks again.
Performance Dashboard
Clean, prebuilt KPI dashboard for management teams. No configuration nightmare, no data expertise required.
Microsoft Co-Pilot Integration
Cognify works as an intelligent agent inside Microsoft 365, providing instant access to your firm's data without leaving your workflow.
Work in Word
Draft proposals, reports, and client communications with live data from your practice management system at your fingertips.
- ✓Insert live data: Matter status, billing history, team assignments, client details—formatted and ready
- âś“Template population: Auto-fill proposal templates with current matter data
- âś“Natural language queries: Ask in plain English, get formatted tables and text
- âś“Contextual suggestions: Based on document content, Cognify suggests relevant data
Analyze in Excel
Build financial models and perform deep analysis with data that flows directly from your practice management system.
- ✓Structured data queries: Revenue projections, matter profitability, client concentration—instantly
- âś“Pivot tables & analysis: Create dynamic reports from live practice management data
- âś“Financial modeling: Real-time revenue and cost data for accurate forecasting
- âś“Refresh on demand: Keep analysis current as data changes throughout the day
Present in PowerPoint
Create compelling board presentations and client decks with current KPIs and performance metrics that update automatically.
- âś“Insert live charts & KPIs: Practice area performance, pipeline analysis, financial metrics
- ✓Generate slides: "Create practice area performance slide" → professional slide with current data
- âś“Update presentations: Refresh data in existing decks with one command
- âś“Template library: Pre-built slides for common board and client presentations
Context in Outlook
See critical client and matter intelligence right in your inbox—before you hit send on that email.
- âś“Contextual sidebar: Client intelligence appears automatically when composing emails
- âś“Smart detection: Cognify identifies client names and surfaces relevant insights
- âś“Critical alerts: "This client has ÂŁ15K outstanding invoices" shown at the right moment
- âś“Quick actions: Insert matter status or billing summary directly into email body
Chat in Teams
Ask questions in natural language and get instant answers from all connected systems. No special commands or syntax required.
- âś“Conversational interface: Ask questions like you're talking to a colleague
- âś“Multi-turn conversations: Follow-up questions maintain context
- âś“Cross-system queries: Data from practice management, finance, HR, and CRM
- âś“Shareable insights: Export answers to other M365 apps with one click
Intelligence Feed
Continuous monitoring across all systems surfacing insights, alerts, and recommendations before issues become crises.
Revenue Protection
- →Client ABC hasn't been invoiced in 45 days despite 12.5 hours of unbilled time—potential £4,800 revenue leak
- →Invoice #1847 to Client XYZ is 60 days overdue (£23,500)—collection risk increasing
- →Matter #2341 has £18K unbilled time—approaching write-off risk threshold
- →Unusual billing pattern detected: Partner Sarah's realization rate dropped 15% this month
Utilization & Capacity
- →Litigation team utilization dropped 8% this week—three matters went quiet simultaneously
- →Associate Tom has recorded no billable time in 5 days—check for capacity or assignment issues
- →Commercial team at 95% capacity—consider resource reallocation or hiring
- →Matter velocity declining: 12 matters showing no activity for 14+ days
Risk Management
- →Partner Sarah has 5 matters approaching statute of limitations in next 30 days
- →Matter #4523 exceeded budget by 35%—client notification recommended
- →Compliance deadline: 3 regulatory filings due within 7 days
- →Potential conflict detected: New matter intake involves existing adverse party
Client Relationship
- →Client XYZ: No contact in 90 days, annual retainer renews in 45 days—schedule check-in
- →Client ABC has 3 matters with budget overruns—satisfaction risk detected
- →Cross-sell opportunity: Client using only commercial services, has corporate structure suggesting M&A needs
- →Top client concentration risk: Top 3 clients represent 67% of revenue
Performance Dashboard
Clean, prebuilt KPI dashboard for management teams. No configuration expertise required—just answer simple questions to set targets.
Prebuilt KPIs
- •Revenue (total, by practice area, by partner)
- •Revenue per partner/lawyer
- •Collection rates & AR aging
- •Matter profitability
- •Lock-up (work to cash)
- •Utilization by fee earner
- •Realization rates
- •Matter velocity
- •WIP aging
- •New matter intake
- •Client concentration
- •Lifetime value & retention
- •Matter volume per client
- •Client acquisition cost
- •Headcount by role
- •Leverage ratios
- •Productivity per fee earner
- •Capacity utilization
Guided Setup
Cognify asks simple questions to configure your dashboard: "What's your target revenue per partner?" No data modeling expertise needed.
Smart Defaults
Pre-populated targets based on firm size, practice areas, and legal industry benchmarks. Customize or accept recommendations.
Proactive Maintenance
Intelligence Feed reminds you to review targets near year-end, adjust tolerances quarterly, update thresholds when conditions change.
Role-Based Views
Managing partners see firm-wide metrics. Practice heads see their department. Partners see their portfolio. Everyone sees what matters to them.
Enterprise-Grade Foundation
Built for security, scalability, and reliability from day one.
Multi-Tenant Architecture
Complete data isolation between firms with tenant-specific configuration and customization.
- âś“Dedicated data partitions
- âś“Independent configuration
- âś“Scalable per tenant
Real-Time Synchronization
Webhooks and intelligent polling keep your data current across all connected systems.
- âś“Sub-second data updates
- âś“Conflict resolution
- âś“Automatic retry logic
Security & Encryption
Bank-level security protecting your most sensitive client and matter data.
- âś“AES-256 encryption (in transit & at rest)
- âś“SOC 2 Type II (in progress)
- âś“GDPR compliant
Access Controls
Granular role-based permissions with support for Chinese walls and conflict separation.
- âś“Role-based permissions
- âś“Matter-level access control
- âś“Audit logging
API Gateway
Unified interface for all external integrations with intelligent caching and rate limiting.
- âś“REST API access (Enterprise)
- âś“Webhook notifications
- âś“Query optimization
Reliability & Uptime
Built on enterprise cloud infrastructure with redundancy and monitoring.
- âś“99.9% uptime SLA (Enterprise)
- âś“Automated backups
- âś“24/7 monitoring
See These Features in Action
Book a personalized demo to see how Cognify delivers intelligence where your team actually works.