Understanding Your Analytics Dashboard

Understanding Your Analytics Dashboard

Intelligence tier firms get access to comprehensive analytics that help you understand firm performance, identify trends, and make data-driven decisions.

Available Dashboards

• Case Overview — Open cases, average resolution time, cases by type and status
• Revenue — Monthly revenue trends, revenue by case type, outstanding amounts
• Staff Utilisation — Billable hours by attorney, utilisation percentages, workload distribution
• Client Satisfaction — Survey response scores and trends (see Client Satisfaction Surveys)
• Deadlines — Compliance rate, upcoming deadlines, overdue items (see Deadline Tracking and Compliance Alerts)

Key Metrics

Resolution Time — Track how long matters take from creation to closure. Compare across matter types to identify which areas of practice are most efficient.

Revenue by Case Type — Understand which practice areas generate the most revenue. Use this to inform business development and staffing decisions.

Staff Utilisation — See which attorneys are at capacity and who has bandwidth. Target utilisation rates help prevent burnout while maximising productivity.

Matter Profitability — Profitability alerts flag matters where costs exceed the expected return. See Managing Case Status and Workflow for how profitability tracking works at the matter level.

Monthly Reports

Intelligence tier firms receive a white-labelled monthly report that can be shared with partners. See Monthly Reports and Insights for details.

Tips

• Review dashboards weekly, not just at month-end.
• Use the date range filter to compare periods.
• Export data to CSV for further analysis if needed.