The new Insights Dashboard is live.
Rebuilt from the ground up. Faster, more flexible, and now rolling out across both tiers: Firm Insights and Advanced Insights. Everything you need to spot slowdowns early, staff to demand, and turn happy clients into reviews.
Slice it any way you need.
Usage & ROI
See exactly how much the platform is doing for your firm: adoption, activity, and the return behind it, all in one place.
Satisfaction
Firm level NPS at a glance, with drill downs by practice area and by attorney, so you know exactly who and what is driving the score.
› Reviews: track ratings and feedback in one feed.
› Staff Insights: see workload and output by team member.
› Activity Insights: a live pulse on what's moving across the firm.
› Integration & Sync Health: exception categories surfaced before they grow.
› Customer Scorecard: now built right into the Activity tab.
› Misc improvements: plus a handful of smaller views from your requests.
Smoother on every click.
Insight that drives action.
Run a tighter operation
● Catch slowdowns early before they reach clients.
● Match staffing to real demand.
● Surface sync issues while they're still small.
● Turn promoters into Google reviews.
