Jacob L.

Why should you hire a fractional Business Intelligence Analyst? • I specialize in integrating Filevine and Quickbooks with Domo • Strategic BI support at a fraction of the cost of hiring a full-time analyst or building an internal data team, with the flexibility to scale up or down as needs change. • Focus on making dashboards simple, visual, and actionable so attorneys can quickly understand the story in the data and act on it. What I Do • Design and maintain an end-to-end pipeline that securely connects Filevine and QuickBooks to Domo, so your key metrics update automatically instead of relying on manual spreadsheets. • Build role-specific dashboards for partners, practice group leaders, attorneys, and paralegals and assign personalized data permissions (PDP) so each stakeholder has clear visibility into the numbers that matter most. • Provide ongoing fractional support (weekly or monthly) to refine metrics, add new views, and answer “can we see…?” questions as your firm’s needs evolve. Problems Solved • Fragmented data between case management (Filevine) and accounting (QuickBooks) that makes it hard to answer basic questions about profitability, realization, and cash flow. • Time-consuming manual reporting that ties up high-value staff in data pulls, reconciliations, and spreadsheet gymnastics. • Lack of real-time visibility for leadership, forcing decisions to be made on outdated or incomplete information. Outcomes • Firm-wide dashboard showing fees, WIP, A/R, and trust balances by matter, attorney, and practice area, updated automatically from QuickBooks and Filevine. • Operational views that track cycle times, bottlenecks, and staff utilization across your Filevine workflows, helping improve throughput and client service. • Scheduled Domo reports emailed to partners and administrators with current KPIs, so everyone sees the same trusted numbers each week or month. Time savings • My role is to convert the time your firm spends gathering data into time spent practicing law and serving clients. • Every dashboard I build is designed to remove a recurring manual report or spreadsheet from someone’s to-do list. • The outcome is not just better visibility, but dozens of hours per month returned to your team without adding headcount. • Staff no longer export, clean, and merge data from Filevine and QuickBooks to build monthly reports, saving many hours of administrative time per cycle. • Partners and practice leaders stop “hunting” for numbers in email threads and spreadsheets and instead open Domo to see up-to-date KPIs in minutes, not hours. • Routine questions (“What’s collections by attorney this month?”, “Which matters are over budget?”) are answered self-service in Domo, reducing interruptions and report requests to your admin team. Specialties: • Demands, Offers, Tasks, etc. from Filevine (AWS S3) • Dropbox, Quickbooks, & Salesforce integration with Domo • Excel, CSV, & JSON Workbench • Domo onboarding/training • Python & SQL for Data Analysis Credentials: • MajorDomo • 3+ years working as a Business Intelligence Analyst (Revenue Operations, FP&A, & Marketing) for a company doing $800M+ annual revenue • Master’s degree in Financial Economics from Utah State University