Intake disposition List
Show intakes by status, practice area and decision date.
- Legal Practice Management
- Reports and analytics
Reports for the questions your team asks
Ask practical questions about intake, matters, dates, documents and operation outcomes.
Overview×
Legal Practice Management · Overview
Legal Practice Management dashboard
This quarter
Matters in view
6Intake
2Conflict review
1Engaged
1Matter intakes by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 46 | ||
| Submitted | 18 | 39% | |
| Approved | 8 | 44% | |
| Rejected | 3 | 38% |
Agreed fee USD by status
Sample totals per stage
More reports
Conflict outcomes List
Show clearance, conflict and information requests by reviewer and review date.
Matter workload List
Show matter status and agreed fee by owner and jurisdiction.
Deadline register List
Show due and completed dates by matter owner and deadline type.
Document privilege register List
Show document revision and privilege decision by matter.
Production history Grouped
Group each matter's produced documents by recipient and production date.
Review decision history Grouped
Show decisions, reasons and source revisions under each matter.
Operation exception register List
Show failed or needs-review receipts with reason and expected revision.
Set up Legal Practice Management your way.
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