AILegale + Microsoft Power BI
Your document data.
A clearer view of your business.
Turn document workflows, signatures and user activity into visual insights. Connect Legale.io data with Microsoft Power BI and build reports around the metrics that matter to your team.
- Track document status and approval times
- Explore trends across teams and processes
- Bring your key metrics into one view
Document workflow overview
Example reporting period: January–June
All departments
Documents by status
Monthly document volume
Custom reporting with Power BI
From document activity to actionable insights.
The Power BI integration connects your Legale.io data with business intelligence reporting. Personalized reports give your organization a clearer view of document workflows, signatures and user activity, helping teams identify bottlenecks, compare results and make informed decisions.
Key benefits
See more. Understand faster.
Visibility into your workflows
Monitor document statuses, signatures and user activity in a shared reporting view. Identify bottlenecks and trends as your data is refreshed.
Reports built around you
Analyze signed, pending and in-progress documents, average approval times, user activity and usage patterns.
Interactive analysis
Use Power BI filters and drill-down capabilities to explore your data, compare results and share insights with your team.
Better decisions
Visualize critical metrics to evaluate workflow efficiency, prioritize improvements and understand changes over time.
Dashboard examples
Give every team a useful perspective.
These illustrative panels show how document data can be presented in a Power BI reporting solution. All values below are sample data.
Completion within target by department
Compare teams and identify where approval workflows need attention.
Share of recorded activity
Understand how people use the platform and where activity is concentrated.
Personalized reporting
The right metrics.
For the right questions.
Tailor your reports to your organization’s needs. Combine status, timing and activity views to move from a high-level overview to the details behind each process.
What you can analyze
- Document statuses: signed, pending and in progress
- Average completion times for approval workflows
- User activity and system performance
- Traffic patterns, usage trends and activity peaks
Available metrics depend on the data included in your reporting model.
How it works
Connect. Visualize. Take action.
Define your reporting needs
Choose the document workflows, business questions and key metrics your team wants to monitor.
Connect and configure
Bring Legale.io data into your Power BI reporting setup. Define the data model, access permissions and refresh approach for your organization.
Explore and improve
Review dashboards, apply filters and compare results. Use the insights to identify bottlenecks and improve your document processes.
Data freshness depends on the connection and refresh configuration. Learn about Power BI data refresh.
Why this matters
More control, transparency and efficiency.
Document data becomes more useful when your team can understand it. The Power BI integration helps you monitor performance, recognize trends and turn reporting into practical decisions. Bring your key metrics together so you can work smarter, manage better and keep improving.
Make your data work for you
Build a clearer view of your workflows.
Let’s explore the reporting needs of your organization.