Reporting and Matter Intelligence


FRONT DOOR
Capture data that matters.
Tailor intake forms to every request type using custom fields and conditional logic, ensuring the right information is collected from the very beginning.


MATTER MANAGEMENT
Understand how legal work gets done.
Track how matters are resourced, managed, and resolved across your legal team and panel firms, giving you complete visibility into your legal workload.

SMARTER ENGAGEMENT
Measure performance beyond spend.
Monitor law firm performance against meaningful service levels, including response times, quote turnaround, and matter completion, with reporting tailored to different matter types.

FINANCIAL MANAGEMENT
Connect performance with financial outcomes.
Combine engagement and e-billing data to compare budgets, quotes, spend, and delivery across every instruction, helping you make more informed panel management decisions.
REPORTING & MATTER INTELLIGENCE
Build dashboards around your business.
Create custom reports and dashboards using your own request types and fields, then securely share insights across your legal team or directly with panel firms.









