ANALYTICS AND REPORTING
insights you can act on.
Make your data work for you with live, actionable insights and dashboards.
analyze visual dashboards.
Charts, graphs, and pivot-style summaries reveal patterns.
filter down to the moment that matters.
Segment by date, person, or any custom measure.
find answers at the speed you need.
Create fast reports and get notified for complex analysis.
report on everything in your system.
Create reports using any data point in your system.
track performance and outcomes with ease.
Customizable dashboards replace endless CSV exports.
build once and reuse forever.
Save report templates for quick retrieval.
reporting in action.
dashboard for daily operations
Create a custom dashboard showing active cases, idle projects, and upcoming deadlines to catch up on operations before you finish your coffee.
protect sensitive data
A paralegal runs a task report and only sees their own tasks. The practice group manager sees the entire team’s data. A partner sees firm-wide metrics.
instant capacity check
Open your saved “Active Cases by Paralegal” report and instantly see your lead paralegal is at 12 of 15 cases, then assign new leads with confidence.
spotting stalled matters
Create a report for “In Progress” tasks older than 45 days, uncovering eight stalled projects and prompting a workflow that assigns follow-ups to prevent delays.
turn data into direction.
scalable reporting across 1M+ cases
report on any and all data
security with granular permissions
visual dashboards and charts
outcomes you can measure.
- Make decisions with confidence, not instinct
- Spot trends that can’t be revealed in spreadsheets with visual charts
- Get answers at the speed of your questions
- Automate the routine reports
- Share reports safely
EXPLORE
move forward with insight.
Stop guessing. See exactly how your practice is performing.
