Reporting & Analytics
Dashboards and reports across the CRM: call insights and agent metrics, lead conversion and intake performance, marketing ROI, status tracking, and financial reports for trust accounting, invoicing, contingency settlements, and billable time.
Use the CRM's custom dashboards and KPIs to track firm performance and make data-backed decisions.
Monitor real-time call center activity, including call tracking and agent management, in a dynamic dashboard for optimizing workflows.
Report on calls made through the Smart Dialer, listen to recordings, and compare agent performance metrics.
Review the current status of leads by dashboard category and track your firm's conversion metrics.
Run a daily summary of new leads received and e-signs sent and signed, with comparisons against all-time totals.
Customize Inbox layouts and build Custom Reports from those layouts.
Track monthly spend per marketing source and measure return on investment by factoring in cost and estimated lead value.
Track status changes for leads and cases across a date range; best used as a daily report.
View billed and unbilled time entries with filters, and export or schedule the report for automated delivery.