Insights · Firm
See how the practice is doing. Live counts from your own cases, not estimates.
Insights shows the firm's live caseload by phase, intake conversion, leads by source and open work in one place. It reads straight from your cases, so the numbers are current when you open it.
- Open cases by phase, across every practice area
- Intake conversion and which sources become cases
- Open tasks and conversations still needing a case
- Shown only to people allowed to see reports
Instead of
- spreadsheets
- monthly counts by hand
Live firm numbers from the cases themselves.
Works with
Insights: questions firms ask
Straight from your cases, read live when you open the page. Nothing is an estimate or a count kept by hand.
Open cases by phase across every practice area, intake conversion, which lead sources become cases, open tasks and conversations still needing a case.
Only the people your firm allows to see reports.
Insights is a ready-made view of the firm's live numbers. Reports is where you build dashboards and printable reports of your own.
See Insights with your case types. Thirty minutes, on your own practice.