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Introduction to Legal Analytics for Law Firms

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The Legal Analytics for Law Firms application offers a comprehensive analytics app for legal matter management. It provides insights into resources, billing, financial forecasting, and matter performance for informed decision-making.

To access the Legal Analytics for Law Firms, users must have access to CRM Analytics. If you are not able to access it, please contact your system administrator and ask for configuring this app.

The Legal Analytics for Law Firms application is built on CRM Analytics. It integrates and uses the power of the CRM Analytics platform to deliver insights that were not entirely possible with Salesforce's standard reporting. It offers comprehensive analytics for legal matter management, providing insights into resources, billing, financial forecasting, and matter performance for informed decision-making.

Dashboards

The app includes three dashboards that offer insights into your matter performance, billings, and financial forecasts.

Billing & Financial Forecasting

Matter Performance Insights

Resources, Rates, & Client Interactions

Recipes & Datasets

The Legal Analytics for Law Firms app includes a list of recipes and datasets that power up all the powerful metrics and lenses. In order to view the most current data, these recipes are to be run regularly to refresh the datasets with the latest data. These can be run on demand or scheduled to run automatically.

Note: The actual recipe names will be appended with your app name. For example, if your app is named Legal Analytics for Law Firms, then all of the above-mentioned recipes will have Legal Analytics appended to them, like Legal Analytics for Law Firms LA Matter Recipe.

  1. Click the App Launcher to access the Analytics Studio.
  2. Within Analytics Studio, click Browse from the sidebar.
  3. Select the Apps from the navigation button bar on this screen.
  4. The list below will be filtered to show all Apps.  Find and open the app that your system administrator created when Configuring Legal Analytics for Law Firms app.
Next Article Configure the Legal Analytics for Law Firms
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