Permission-aware scope
Firmwide and team-level questions remain limited by the user’s access.
Firm analytics
Ask questions about authorized firmwide metrics and structured operational snapshots.
What it does
A practical part of the firm’s workflow.
Firm analytics is designed for questions about operational information an authorized user is permitted to see. It supports workload, trend, and performance review; users should inspect any separately proposed save or record action before confirming it.
Operational snapshots
Answers can summarize configured metrics, saved reports, and structured firm data.
Analysis-focused behavior
A standard analytics question is intended to summarize information rather than request a case, report, or financial-record change.
How it works
What the team can expect.
Define the scope
Identify the period, team, case population, and metric being reviewed.
Review the returned basis
Check which report, dashboard, or structured source supports the answer.
Continue in the source view
Open the relevant report or dashboard when row-level verification is needed.
Ask the firmwide question directly.
Jane can work from authorized operational metrics and structured snapshots.