What is moving?
Compare open opportunity status, expected close dates and expected value by owner.
From Opportunity Pipeline
- Legal Services CRM
- Reports and analytics
Reports for the questions your team asks
Read pipeline, activity, decisions and exceptions from the working records.
Overview×
Legal Services CRM · Overview
Legal Services CRM dashboard
This quarter
Conflict checks in view
6Total revision
3,950Submitted
6Checked at in 14 days
4Opportunities by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| New | 34 | ||
| Qualified | 16 | 47% | |
| Proposal | 10 | 63% | |
| Negotiation | 6 | 60% |
Expected value USD by status
Sample totals per stage
Questions to answer
What needs a decision?
Find submitted conflict checks and late-stage opportunities with a current revision to review.
From Conflict Review
What happened?
Trace final outcomes to relationship activity, attachments and reviewer reasons.
From Opportunity Pipeline
What needs investigation?
Read pending, failed and review-needed operation receipts alongside the linked opportunity.
From Opportunity Pipeline
More reports
Pipeline by status List
Group opportunity expected value and probability by current status.
Owner pipeline Grouped
Show each owner's opportunities by organization and status.
Expected close dates List
List open opportunities by expected close date and expected value.
Conflict decisions List
Compare checks by status, reviewer and decision date.
Relationship follow-up List
Show due and completed activities by type and opportunity.
Reviewed outcomes Grouped
Trace Won and Lost opportunities to decisions and recorded reasons.
Operational exceptions List
Show receipts in Failed or needs review with their failure reasons.
Evidence visibility List
Group opportunity attachments by evidence type and visibility.
Set up Legal Services CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.