Matter Analytics
The Matter Dashboard gives a real-time, consolidated view of all legal matters across your organization. It offers insights, activity tracking, and spend visibility to make informed decisions with ease.
Key Metrics:
- Active Matters: Total number of matters currently open and progressing.
- Closed Matters: Matters that have been completed and officially closed.
- Total Matters: The cumulative number of matters, both active and closed.
- Avg. Spend per Matter: Average financial outlay per matter, giving a quick view of cost trends.
- Active Reviewers: Number of users currently reviewing matters in the system.
Matter Insights:
- Matters Received Over Time: Visual trend chart showing how many matters were initiated across the selected time frame.
- Ongoing Matters by Category: Donut chart categorizing matters by legal focus (e.g., Functional Review, SSJ, Compliance & Regulatory), helping you identify workload distribution.
Matter Activities:
- Latest Matters: View of recently created matters with quick-access tags for type and category.
- Latest Updates: Stay informed with recent notes and updates submitted by reviewers or legal reps, including date and author.
Matter Spending:
- Amount Spent by Matter Category: Breaks down total legal spend by matter type.
- Highest Billed Matters: Lists matters with the most billing activity to track high-cost engagements.
- Ongoing Matters by Entity: A quick glance at how matters are distributed across internal entities or departments.
💡 Tip: Use filters at the top to adjust your reporting window—choose from this year, last year, this month, or last month. You can also export your full analytics view as a PDF.