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Pre-configured Dashboards for AdvoLogix Matter Management

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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.

AdvoLogix Matter 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
Fee Arrangement Performance
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
Summary Dashboard

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
Weekly Dashboard

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
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