Reports · Firm
Build the report you need. Start from a standard report, describe one to the AI, or build it.
Dashboards and printable reports built from the firm's live data: cases, leads, tasks, deadlines, calls, costs, liens and settlements. The AI drafts a report from a sentence without ever seeing case records, and you adjust it block by block.
- 12 standard reports, from intake funnel to settlements and fees
- Figures, tables and charts, as a dashboard or printable document
- The AI drafts from a description and never sees case records
- Download any block as CSV
Instead of
- spreadsheets
- a separate BI tool
Reports on live case data, built without an analyst.
Works with
Weighed against
Reports: questions firms ask
Twelve standard reports, from the intake funnel to settlements and fees. Start from one, describe a new one to the AI, or build it yourself block by block.
No. It drafts a report from your description without ever seeing case records, and you adjust it block by block.
The firm's live cases, leads, tasks, deadlines, calls, costs, liens and settlements, shown as figures, tables and charts.
Yes. Any block downloads as CSV, and a report works as a dashboard or a printable document.
See Reports with your case types. Thirty minutes, on your own practice.