1. Real Estate Legal Mgmt
  2. Reports and analytics
Reference

Reports for the questions your team asks

Read matter progress, deadlines and decision evidence.

Overview
Real Estate Legal Mgmt · Overview

Real Estate Legal Mgmt dashboard

This quarter

Closing conditions in view
6
Total revision
4,820
Draft
2
Submitted
1

Matters by status

How far records got this quarter

StageReachedStep
Intake24
Conflict review1042%
Engaged220%
Active150%

Matters by status

Sample counts per stage

0
-40Intake
-10Conflict review
0Engaged
-40Active
-60Review
Example screen with sample data

Questions to answer

Matter pipeline List

Which open files are at intake, conflict review or active work, and who owns them?

From Matters

Closing condition aging List

Which conditions have due dates that need attention?

Conflict outcomes List

How often did reviewers record clearance, conflict or a request for information?

Deadline accountability List

Which owner has due work and which items have a completion date?

From Matters

Operation outcomes List

Which recorded actions failed or need review?

More reports

Document privilege review List

Group legal document revisions by Privilege and Matter.

Production audit List

Trace each produced document to Recipient, authorization reference and production hash.

Matter evidence trail Grouped

Read decisions, attachments and events beneath a matter.

Set up Real Estate Legal Mgmt your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started