To help you monitor your organization, AdvoLogix Matter Management offers Out-Of-The-Box pre-configured dashboards, accessible in the report folders on the Reports tab and on the Dashboards Tab as listed below:
OR You can also create new custom dashboards to graphically view exactly the information you want to see Creating A Dashboard.
Includes active matters by status, matter allocation by status and participant type, new matter volume by month and new litigation matters by month.
| Dashboard Component |
|---|
| Active Matters By Status |
| Active Matters By Status (By Month) |
| New Matter Volume By Month |
| Matter Allocation |
| Employment Matters |
| Litigation Trends |
| Matters Changing Status |
| Dashboard Component |
|---|
| Most Utilized Fee Arrangements |
| Most Profitable Fee Arrangement |
| Total Hours Worked by Role per Active Fee Arrangement |
| Fee Arrangements by Price Margin |
| Fee Arrangements by Delivered Margin |
| Fee Arrangements - Lifetime Client Value |
| Top Recurring Based Fee Arrangements |
| Top Recurring Revenue Fee Arrangements |
| Recurring Revenue - Next 12 Months |
| Open Contingency Matters by Status |
| Projected Contingency Revenue by Quarter |
| Recurring Revenue - Last 12 Months |
Tracks new matters created in the last 7 days, matter aging, matters by type and status, overdue activities, time records by various periods and staff assignments.
| Dashboard Component |
|---|
| Matter Aging Report |
| Matter By Type/Status |
| Staff Assignments |
| This Qtrs Total Time |
| Total Time This Quarter |
| Total Time Last 30 Days |
| Overdue Activities |
| New Matters Last 7 Days |
Shows user time tracking by time entered last week, time entered for the last 30 days and time entered this quarter. Dashboard viewers can choose whom they view the dashboard as. The default view is from the logged in user's perspective.
| Dashboard Component |
|---|
| Time Entered Last 30 Days |
| Last Week Time |
| Time This Quarter |