RAMTEKSpecifications
How Firm Analytics works, what it includes, and what controls the result.
How it works
Export a report
In Clio, MyCase, PracticePanther or any system, run the report you need and export it as a spreadsheet (CSV) file.
Upload it
Drop the file in, up to 5 MB, or paste the contents. You see a preview with the row and column counts. You can try it first with sample firm data.
Ask a question
Type one, or click Full Analysis, Practice Areas, Realization Rates, At-Risk Matters, Trend Analysis, Revenue Forecast or Attorney Benchmark.
Read, export, decide
The answer leads with what matters. It is saved to the firm's history and can be exported.
Two ways to use it
By hand, when you have a question
Upload a report and ask. Good before a partners' meeting, a review of how an attorney is doing, or a decision about which practice area to grow.
- Any columns work, up to 5 MB
- Seven one-click questions, or ask your own
- Totals and averages calculated by code from up to 5,000 rows
- Answers saved to the firm's history and exportable
By email, every Monday
The firm administrator gets a short summary without logging in or uploading anything.
- How many AI actions the firm ran this week
- How many new leads were captured
- A count for each tool the firm used
- Sent to paid firms only, never during a free trial
What it includes, in full
Upload or paste
Upload a CSV file up to 5 MB or paste its contents. A preview shows the rows and columns.
Totals calculated in code
Sums, averages, minimums and maximums for your numeric columns, and totals by the first text column with a sensible number of categories, such as attorney or practice area. The AI cites these and does not recompute them.
Full Analysis
An overview of the data, key trends, three to five actionable findings, anything unusual, and recommendations.
Practice Areas
Which practice areas produce the most billable hours and revenue.
Realization Rates
Realization by attorney, flagging anyone below 85%.
At-Risk Matters
Matters that look stalled or at risk of going quiet.
Trend Analysis
Month-over-month or year-over-year movement in billing and realization across attorneys.
Revenue Forecast
An estimate of next quarter's revenue from current patterns, flagging attorneys or practice areas at risk.
Attorney Benchmark
Each attorney's realization rate and hours against the firm average, ranked.
Your own question
Ask anything about the data in plain English.
Sample firm data
Try the tool on made-up data before you upload your own.
Export and history
Export an answer, and find earlier analyses in the firm's history.
Monday email
The week's AI actions, new leads and a count by tool, emailed to the firm administrator.
How the result is controlled
Arithmetic done by code
Sums and averages are calculated from your data by code and given to the AI as verified totals. The AI is told never to recompute them.
Written like a managing partner
Findings are tied to revenue, client service and firm growth, and the answer leads with the two or three that matter.
Risk patterns flagged
Falling billable hours, a drop in collections, or too much depending on one client are called out.
Short by design
About 300 to 700 words. Anything that does not lead to a decision is left out.
Your profile applied
Your firm's tone and context are applied, like every other tool.
Your check comes first
It reads the file you upload. Check a finding against your own records before you act on it.
What it does not do
It does not connect to your system
You export a spreadsheet and upload it. It has no live connection to Clio, MyCase or PracticePanther.
It does not replace your accountant
It is not accounting or tax advice.
It does not read your whole file
It reads the first 8,000 characters directly, plus totals calculated from up to 5,000 rows.
A forecast is an estimate
It comes from patterns in the file you upload and is not a promise.
Setting it up, and how firms use it
Your export, your columns, your questions.
Your columns
Any headers work. Include attorney, practice area or matter, and billed and collected hours for the best results.
Your questions
Ask about a single attorney, a practice area or a month. The seven buttons are only a start.
AI Configuration
Administrators can add the firm's own tone and context, applied to every tool.
How firms use it
Realization reviews
See who is under 85% and where the unpaid hours sit.
Choosing what to grow
Compare practice areas by hours, revenue and revenue per hour.
Partners' meetings
Walk in with a short, plain answer instead of a table.
Spotting quiet matters
Ask which matters have stalled before a client asks.
Planning the quarter
Get an estimate of next quarter's revenue and what puts it at risk.
Knowing the week
Read the Monday email and see how much the firm used the tools.