Know Your Practice at a Glance.

You can track case activity, financial outcomes like settlements and fees, team performance such as documents generated and tasks completed, and AI tool usage, split between a Firm view for organization-wide trends and a Lawyer view for individual performance. Custom reports let you combine any of these metrics into a single view built around what your firm actually wants to see.

Yes. Switch from the firm-wide summary to attorney-level detail to compare document output, settlement outcomes, and task resolution across your team.

In real time. Every dashboard and report reflects your firm's current activity the moment you open it, so you're never looking at stale numbers.

Yes. The Report Builder lets you choose a data scope, your own activity or the full organization, pick a subject like Case, Task, Document, Time Entry, or Financial Summary, and select the exact columns you want before previewing the results. This gives you a report tailored to a specific question instead of scrolling through a general dashboard.

Yes. Save any report to your Saved Reports list to reopen and update later, or save its configuration as a reusable preset so you can generate the same report again without rebuilding it from scratch each month.