Role-focused dashboards
Teams can maintain different dashboard views for distinct operational questions and responsibilities.
Analytics
Use dashboards to monitor workload, performance, trends, and operational changes.
What it does
A practical part of the firm’s workflow.
Configurable dashboards arrange approved operational measures around the work a role or team needs to monitor. Widgets can summarize tasks, deadlines, activity, documents, intake, communications, and selected field values while continuing to respect case access.
Configurable measures
Supported widgets can count, total, average, group, or list information within a defined scope.
Multiple visual views
Metrics can be presented as indicators, tables, charts, queues, or recent-work lists when supported by the selected widget.
How it works
What the team can expect.
Choose the business question
Define the population, date range, owner, and measure the dashboard should represent.
Configure and preview
Select widgets, filters, grouping, display choices, and access behavior, then compare the result with source records.
Use and maintain
Review the dashboard with its intended audience and update it when definitions or firm processes change.
Know what changed before the meeting starts.
Put current workload, trends, and firm performance in view.