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What is firmTRAK?

We are a specialized bookkeeping service and legal consultancy focused on providing actionable financial insights, co-founded by attorneys and accountants to deliver unparalleled accounting solutions tailored for law firms, enhanced by our innovative firmTRAK Visualize application. With a rich decade of experience in offering thorough accounting services and advanced reporting designed specifically for legal practitioners, our founding partner, who actively practices law, possesses an in-depth understanding of the critical needs that enable law firms to prosper. Our expert team is skilled at instilling organizational discipline, ensuring that your online operations function smoothly and effectively. Through the firmTRAK platform, we produce accurate and timely reports that integrate seamlessly with your chosen merchants and technological solutions. Being a small business ourselves, we recognize the dedication required for growth, which fuels our commitment to empowering smaller enterprises. Our unwavering focus on exemplary customer service and transparent communication is central to our philosophy, enabling trades and professional services to thrive. Ultimately, we view our achievements as closely linked to those of our clients, placing their development at the forefront of our objectives, as we strive to be a reliable partner in their journey towards success. By fostering strong relationships and understanding their unique challenges, we aim to provide tailored solutions that drive sustainable growth.

What is VisualCue?

VisualCue’s cutting-edge design enables you to assess the performance metrics of every agent in your organization according to the key performance indicators you set. Our proprietary visual technology allows for immediate identification of team members who may need assistance at a mere glance. You can swiftly pinpoint the individuals requiring support and understand the specific training areas they need to improve upon. Designed specifically for Contact Centers, VisualCue consolidates all reports into a single, intuitive visualization that is regularly updated, equipping your contact center managers to function more effectively while providing agents with clear pathways to success. The tiles organize your data in a way that emphasizes the most critical information, helping your team to determine which clients or accounts require urgent attention. Utilizing VisualCue, you can discover which agents are primed for upsell opportunities, identify those showing signs of potential attrition, and recognize individuals who need follow-up interactions. By proactively meeting customer needs, your team can capitalize on more opportunities within the Salesforce platform, leading to an increase in overall productivity. This streamlined methodology not only aids individual agents but also fosters a more collaborative and agile team environment, ultimately driving better results for the organization as a whole. Additionally, the enhanced clarity and focus provided by VisualCue contribute to a more strategic approach in handling customer interactions.

Media

Media

Integrations Supported

Clio
Gusto
PracticePanther Law Practice Software
Xero

Integrations Supported

Clio
Gusto
PracticePanther Law Practice Software
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

firmTRAK

Company Location

United States

Company Website

www.firmtrak.com

Company Facts

Organization Name

VisualCue

Company Location

United States

Company Website

visualcue.com

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Data Analysis

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

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