Know what needs attention before it becomes a bigger problem
Connect the business records, understand the issue and decide what happens next — business intelligence for UK SMEs and law firms.
Early Access Early Access — synthetic-data walkthroughs only; customer rollout planned.
After signing in, open Support → New support request and choose General / Query. Quote "BI walkthrough".
Ask business questions in ordinary language
Was completed work invoiced?
Connect project records to billing and flag work that may have been delivered but not yet charged.
Which overdue accounts need follow-up?
Aged debtor lists with contract context and suggested collection steps.
Which contract renewals deserve attention?
Link CLM deadlines to revenue and relationship records.
Are there missed billing opportunities?
Patterns that suggest work delivered without corresponding invoices.
What is the cash flow outlook?
Receivables, payables and pipeline combined into a forward view.
From records to a useful next step
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Connect the records
Link accounting, invoicing, CRM, contracts and projects where authorised.
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Ask a business question
Frame the issue in plain English: aged debtors, missed billing, renewal risk.
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Review the evidence
See the supporting records and the confidence assessment.
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Consider the proposed action
A specific next step based on the records and your priorities.
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Decide and record
Keep the decision and the context for audit and follow-up.
BI and Business Health answer different questions
| Area | Your question | Purpose |
|---|---|---|
| Business Health | What needs attention in my business? | A broader assessment and practical priorities |
| Business Intelligence | What do my records show? | Record-based observations and proposed actions |
| Matter & Assurance | What needs legal preparation, review or approval? | A supervised legal workflow |
Revenue and cash assurance
Revenue and cash assurance starts with connected records.
The existing modules provide a foundation. Early Access walkthroughs (synthetic data only; not yet in customer use) illustrate connections between accounting, invoicing, CRM, contracts and projects into explainable business questions and proposed actions.
The design starts with revenue and cash: aged debtors, work in progress, missed billing, contract renewals and fee-earner productivity. Each observation should include the supporting records, the confidence assessment and a suggested next step.
Sample action brief
Synthetic example: Aged debtor alert
Synthetic example: Aged debtor alert
Three invoices totalling £8,400 are 45–60 days overdue from a customer who usually pays within 14 days. The customer's contract is up for renewal in 6 weeks. Suggested next step: confirm the invoice was received and ask if there is a dispute before the renewal discussion.
Each brief should show the query source, the records behind it, and a specific action to consider.
Questions, answered
How do I explore Early Access?
Which records can be connected?
Does it provide financial advice?
How current is the data?
Can law firms use this?
What is synthetic data?
How do I request a walkthrough?
Is this automated decision-making?
Explore your next workflow
Dogetlawyer is a technology platform, not a law firm. Business Intelligence provides information based on connected records, not financial or legal advice. Evaluate the suggested actions against your circumstances and professional obligations.