Open pipeline by owner List
Group open opportunity expected value by assigned owner and status.
- Law Firms CRM
- Reports and analytics
Reports for the questions your team asks
Read pipeline, intake decisions, activity follow-up and operation exceptions.
Overview×
Law Firms CRM · Overview
Law Firms CRM dashboard
This quarter
Opportunities in view
6Total expected value usd
2,520New
2Qualified
2Matter intakes by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 24 | ||
| Submitted | 13 | 54% | |
| Approved | 7 | 54% | |
| Rejected | 5 | 71% |
Estimated fee by status
Sample totals per stage
More reports
Expected close calendar List
List opportunities by expected close date, owner and expected value.
Matter intake decision outcomes List
Compare submitted, approved, rejected and completed intakes by practice area and organization.
Review decision history List
List review outcome, reason, decision date and reviewer for each opportunity revision.
Activity follow-up List
Show due and completed relationship activities by type and parent opportunity.
Operation exceptions List
List failed and needs-review receipts with action, expected revision and failure reason.
Won and lost opportunities List
Compare won dates and values with lost reasons by owner and account.
Attachment inventory List
Show evidence type, visibility and upload date for opportunity attachments.
Set up Law Firms CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.