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Reports and Dashboard

Legal Practice Analytics Dashboards

Elevate your practice with KPI dashboards

Leverage key performance indicators (KPIs) to measure, track and effectively manage your firm. Our extensive reports provide matter management and practice-related data at both macro and micro levels, giving you a comprehensive view of your firm’s performance.

Know the true health of your firm

Actionable insights for informed decision making

Utilize actionable insights from your analytics to drive real impact. Analyze KPIs such as caseload by attorney, stalled cases, matters opened and closed dates and overdue tasks in one place. Gain a deep understanding of your law firm’s key performance, make informed decisions and take necessary actions to thrive.

Drive action with role-specific dashboards

CloudLex offers role-specific dashboards and reports to effectively manage your firm and cases. Empower your staff to identify critical client intake, matters and tasks, enabling them to take prompt action. Increase efficiency with personalized dashboards tailored to your firm’s needs.

Elevate your practice with KPIs

Legal KPI dashboards provide essential day-to-day practice management by reporting matter-centric and practice-related data at macro and micro levels. Take your practice to new heights with our comprehensive reporting, a vital component of success for any law firm.

Legal Practice Analytics Dashboard

Build custom reports for in-depth analysis

Effortlessly generate a wide range of key metrics and custom reports based on your firm’s data. Track case openings, closures, settlements and more. Filter reports by predefined or custom date ranges, staff members and other criteria. Export the data to Excel for further analysis and insights.

Predefined PI-specific reports for peace of mind

Discover the holy grail of personal injury law with our predefined reports. Stay on top of upcoming statutes to ensure compliance and never miss a deadline. These reports are designed specifically for personal injury attorneys, providing you with peace of mind and proactive personal injury case management.

Implementing data analytics in your law firm enables the development of targeted and in-depth strategies, fostering growth and success. Studies have shown that legal analytics not only makes attorneys better at what they do but also leads to overall growth.

Streamline your case evaluation process
Streamline your case evaluation process

Leverage your intake and matter data

Enhance data visibility in legal and business ops. Access vital info seamlessly from a secure cloud database, elevate management capabilities, expedite decision-making and optimize ops with tailored insights. Drive excellence with swift reports on key indicators for personal injury cases.

See what your peers are saying about CloudLex!

What your peers are saying about CloudLex.

Software is incredibly easy to navigate and is very user friendly

Personal Injury case management made easy! I would recommend it to any personal injury firm!

My favorite feature of CloudLex software is the visible metrics that show up on the dashboard whenever you log in to the system. It allows me to get a quick snapshot of my practice and enables me to quickly focus my attention on areas of need.

Kareem Vessup

The Vessup Law Firm | Principal

Frequently asked questions

How can reports and dashboards help me manage my caseload?


Reports and dashboards provide critical information related to the operation of your practice and matter progress. They offer different views with different metrics, which will give you different insights into your firm. For example, our case management software for personal injury can give you the active matter count, the firm-wide count or the number of active matters in each phase of litigation for either, and so much more.

With merely the click of a button, our case management software allows you to view all cases in a specific stage, such as “Investigation” or “Discovery”, as well as individual sub-phases. Tracking the progress of your personal injury cases has never been easier.

As an added benefit, these handy timelines (along with our other legal case management software features) will enable you to identify bottlenecks and problem matters, significantly decreasing case processing time and enhancing your firm’s case management capabilities. With CloudLex, you get a more efficient firm and happier clients.

How to measure law firm performance?


Law firm performance can be measured by tracking key performance indicators (KPIs). These key performance indicators measure a firm’s success versus a set of targets, objectives, or industry peers.

Primary KPIs can be financial, including net profit (or the bottom line, gross profit margin), or revenues minus certain expenses, which measures your firm’s overall profitability.

To measure law firm performance in terms of efficiency and profitability, here are 5 KPIs you should be looking at:

1. New Matters Per Month
This one’s pretty straightforward: you can’t sustain if you don’t grow. That’s why most firms set specific quotas for new matters each month.

2. Closed Matters Per Month
Tracking closed matters per month with a legal management system is important. It can help you determine the average matter processing time (from open to close) and how long it takes to close a matter (once the closing process has been started. This will help identify where you need more resources or support.

3. Stalled Matters/Bucket Age
A Stalled Matters indicator helps you identify when a case has hit a wall (typically, no movement in 90 days). Whereas bucket age is very specific, it tells you exactly how long a case has been in a particular status. These reports help identify bottlenecks and routine problems, and also with the proper allocation of resources and support.

4. Task Completion Rate/ Task Age
Task completion rate tells you the number of tasks completed out of the total tasks assigned in a given period, and task age reports the number of days it took to complete a particular task.

These two KPIs give you actionable insight into how you can improve as a firm and process cases faster using law firm task management software.

5. Client Acquisition Cost/Conversion Rate
Client acquisition cost asks, “How much are we spending on sales and marketing to land a new client?” Whereas the conversion rate reports the number of leads converted into intake/matters out of the total number of leads. This can help identify the best ways to spend your marketing dollars and how many new, signed-up clients you can expect to get for those dollars.

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