By Mark Reed
With over a year of experience in analyzing performance indicators, data visualization, and executing API calls, I have proficiently utilized tools such as Excel, Python, Power BI, G Suite, Microsoft 365, Lawmatics API, Clio Manage API, Google Analytics. My role involved identifying key performance indicators that significantly increased retainer rates and revenue, as well as refining business processes for enhanced efficiency.
I developed comprehensive analysis dashboards in Excel to monitor sales performance and created an automated daily report to analyze trust account balances, enabling the monitoring of attorney performance and informed financial decision-making regarding production.