Proclaim to Excel_

Proclaim supports manual data export but has no native automated Excel reporting. Volume PI and conveyancing firms running Proclaim need structured management information — case volumes by stage, financial performance, fee earner productivity, and referral source analysis. Formulaic builds automated MI pipelines that extract data from Proclaim and deliver formatted Excel workbooks to the management team on schedule.

Short answer: Proclaim supports manual data export only. Formulaic builds automated MI pipelines extracting case data, financials, and performance metrics into formatted Excel reports.

What data moves between Proclaim and Excel

The integration extracts operational data from Proclaim’s case management database. Case data includes case numbers, types, stages, referral sources, fee earners, dates (instruction, settlement, completion), and outcome values. This feeds pipeline reports and stage-duration analysis.

Financial data covers costs incurred, disbursements, settlements, fees recovered, and profitability by case type. For PI firms, this includes damages values, costs budgets, and recovery rates against budgets.

Workflow data shows how long cases spend at each stage — from instruction to medical report, from medical report to Part 36 offer, from offer to settlement. This stage-duration analysis identifies bottlenecks that slow case progression.

Performance data tracks fee earner caseloads, settlement rates, average damages values, and activity levels. This supports both individual performance reviews and team capacity planning.

Current workarounds

Proclaim includes built-in reporting tools that cover standard MI needs. Dashboard views show case volumes and basic financial metrics. For firms that need a monthly overview, the built-in tools work.

The limitation is customisation and distribution. Combining case pipeline analysis, financial performance, and fee earner metrics into a single management pack for the weekly partners’ meeting requires multiple manual exports, data manipulation, and formatting. For volume firms processing hundreds of cases, this takes 3-5 hours per week.

Some firms commission custom Proclaim reports from their IT provider. These work but are expensive to modify and maintain, creating dependency on a single supplier for management information.

What Formulaic builds

Formulaic builds an automated MI reporting pipeline from Proclaim’s database to Excel workbooks. The system handles extraction, transformation, and scheduled delivery.

The extraction layer queries Proclaim’s data stores for case, financial, workflow, and performance data. Queries are optimised to run during off-peak hours, avoiding any impact on Proclaim’s operational performance.

The transformation layer builds MI-ready structures. Case pipeline reports show volumes by stage with trend arrows comparing to previous periods. Financial dashboards present revenue, costs, and profitability with practice area breakdowns. Stage-duration analysis shows average days at each workflow step with benchmarks. Fee earner scorecards present individual performance against team averages.

Scheduled delivery sends workbooks to designated recipients. Weekly packs arrive Monday mornings. Monthly board packs deliver on the first working day. Daily operational dashboards arrive before 8am for the case management team.

Formulaic’s deployment data shows that automated MI reporting from Proclaim saves operations managers 4-6 hours per week in manual data work and improves the quality of management decisions through consistent, timely information.

DIY vs Zapier vs custom build

	DIY / Manual	Zapier / Make	Formulaic Custom Build
Setup time	N/A	Not available	1-2 weeks
Cost	Free (your time)	N/A	Custom-scoped
Data accuracy	Error-prone	N/A	Extracted and validated
Customisation	Full (but manual)	N/A	Full — templates, schedules, recipients
Compliance	Your responsibility	N/A	Audit trail on extractions
Maintenance	You rebuild weekly	N/A	60-day warranty

Timeline and investment

Every build is scoped and priced based on complexity. Simpler data syncs take less time than multi-system orchestration with compliance requirements. Start with an audit to get a clear proposal.

FAQ

Can I export Proclaim data to Excel? Yes, manually. Automated MI reporting uses a custom pipeline that extracts and formats data on schedule.

Does Proclaim have an Excel integration? Not beyond manual export. A custom build delivers scheduled MI workbooks with the firm’s branding and format.

How much does a Proclaim to Excel integration cost? Every integration is custom-scoped based on your firm’s requirements. Start with an audit for a clear picture of cost and timeline.

How long does setup take? One to two weeks, including report design, extraction setup, and testing.

What MI reports do PI firms need? Case volumes by stage, referral source analysis, average lifecycle duration, costs recovery rates, and fee earner performance. These drive operational and strategic decisions.

Can reports include workflow stage analysis? Yes. The pipeline tracks average stage duration, identifies bottlenecks, and benchmarks against historical performance.

Can I modify the reports? Yes. Templates are standard Excel workbooks that the firm can adjust.

How often do reports run? Configurable: daily, weekly, or monthly. Most firms run daily operational dashboards and weekly management packs.