Your legal practice produces abundant data from many sources. What happens when you have to search two or three places within a program or website to find what you seek? Or worse, when you must combine and massage information from various locations to see a complete picture of your business? Frankly, you’re less likely to retrieve and act on that information. Instead of illuminating and helpful, the experience becomes frustrating and time-consuming. And you can’t make informed decisions on data, even if you have it, because it’s not presented conveniently or timely.

Previously, a law firm needed a database or tech guru to sort through its data to craft meaningful, visual reports. Hiring such a person, or tasking the techiest staffer with that responsibility, leads to inefficiently cobbling together disparate data, eating time and money that could have been better spent serving clients.

Lawmatics knows this pain and created its Custom Dashboards feature to address the problem. With Custom Dashboards, you now have a way to see meaningful data, make an informed decision, and act promptly.

Custom Dashboards are the Place for Your Data

Custom Dashboards allow Lawmatics users (on the Team tier and above) to consolidate their firm’s metrics. Furthermore, customization tools let you pick the information that matters to your firm and display it in relevant ways.

Custom Dashboards serve as your firm’s new homepage, putting key data at your fingertips. System administrators, and authorized users, can view, create, and edit as many dashboards as they’d like. There’s no limit!

Building a dashboard is an easy and flexible “point and click” process. Lawmatics knows that each firm, and practice areas within a firm, rely on various data points to gauge business health. They haven’t tried to guess what yours are. Instead, they’ve taken a toolbox approach, allowing you to display what you want, how you want it.

Here’s a sample Custom Dashboard with data panels displaying values in several formats and a header dividing “top-level” numbers from marketing-specific numbers.

Users can easily drag Panels and Groups to relocate and resize them. Simply click, hold, and drag to move. Resize a panel by clicking on the panel’s corner, holding down the mouse button, and dragging to expand or contract the panel.

Building Dashboards Customized to Your Firm

Custom Dashboards can provide firm leadership with views on how areas of the business are operating, such as marketing, client intake, and billing. Depending on who creates a dashboard, that user may want to review marketing success, such as referrals and return on investment, team performance, or countless other metrics.

Examples of business metrics you could track on a dashboard include:

  • E-signature completion statistics
  • Upcoming tasks
  • Staff performance and productivity
  • Upcoming appointments
  • Progress towards established goals

Dashboards’ options and flexibility give you a holistic and clarifying view of what’s happening at your firm. All dashboards are visible firmwide to users with permission to create and edit dashboards.

A user builds a dashboard with four types of panels:

  • Text: This panel is the easiest to understand. It’s a simple note area. Use it for teamwide memos, inspirational quotes, or other messages.
  • Data: This panel displays information from myriad data sources. It could pull records from standard metrics (e.g., appointments, esigning activity, invoices, tasks, or time entries) or from a Lawmatics custom report.
    • Standard metrics behave similarly to Lawmatics’ existing analytics page, and offer basic calculations like new leads, conversion rate, cost per lead, and cost per client.
    • A custom report data panel can draw from either a custom report you create specifically for the dashboard or from custom reports your firm previously created; ones they already know and use.
    • Dashboards visualize data panels as number values (e.g., the total number of matches from a given custom report), pie charts, bar charts, and gauges. The choice of presentation rests with the dashboard’s creator.
  • Headers: This panel type divides a dashboard into sections with helpful labels for collections of text and data panels
  • Groups: Use this panel type to cluster several data panels together. Combine as many data panels as you like. Move them around as a unit for the perfect dashboard layout!

Get Started with Custom Dashboards for Your Firm

Custom Dashboards help keep everyone in the firm on the same path toward the same goal. How might you use Custom Dashboards?

  • A marketing specialist follows how many new leads the firm has and their potential value.
  • An intake specialist tracks new cases opened by practice area and engagement agreements returned.
  • An attorney keeps track of upcoming matter appointments and tasks.
  • A bookkeeper follows paid and outstanding invoice amounts for the month.

Whatever your practice area, you have numbers that mean success to you. Lawmatics’ Custom Dashboards make it easy to create and review the data that powers profitable results. Visit Lawmatics’ website to learn more about making the most of this new feature.

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Last updated March 1st, 2024