How to generate Reports, manage Boards and Dashboards?

Objectives

• Generate Reports
• Display Dashboards
• Monitor your team's performance

Environment

• Reports, Dashboards Modules

Additional Information

• The Reports Module also allows you to
  
  • Generate Companies Reports
  • Generate Contacts Report (Contacts per group of companies)
  • Generate Time Tracking Reports (By Matter, By Seniority, KPI report)
  • Run Matters Reports ( Conflict of Interest, Values Tier, Values Per Client)
  • Customize your own report from the Report builder
  • Run Hearings Reports (Hearing Roll Session, Per Court, Hearing Pending Updates)
  • Generate Tasks report (Task Roll session)
  • Manage Matter Board
  • Manage  Task Board
  • Display Dashboards (Management, Time tracking, Litigation Dashboard)

Procedure

In App4Legal you can have a 360-degree view of your team's performance through the Reporting Module and built-in Dashboards Module. The Reports Module has many useful predefined Reports that are segregated as per each related module.

App4Legal's Reporting Module can be accessed by clicking on the two arrows next to the Documents module.

The Reports sections are grouped by Companies, Contacts, Time Tracking, Tasks, Matters, and Hearings.

These reports are a great way to group data and transform them into purposeful information. For Example, one very important report for Legal Managers is the Hearing Roll Session Per Court and per Circuit. This report allows legal managers to view the hearing session per court, and per circuit in a timely manner.

Moreover, the user will be able to customize his own report and select the desired content from the Matters section → Report Builder.

Managing Matters and Tasks has never been easier. In App4Legal, managers can use Kanban Boards to have a 360-degree view on Matters and Tasks statuses. This Board can perfectly give an idea about the overall activity of the team, the work progress, and the status of the Matters being handled. The Color Coding of Matter Priorities is shown on the Board in order to better assist the user in building schedules and action plans. For instance, Critical Matters are in red, Medium Priority Matters are in blue, and so on.

You can access the dashboards from the main menu → Dashboards. Here, you have dashboards for Management, Time Tracking, Litigation, Contracts, and your personal Dashboard.

The Management Dashboard displays useful statistics to provide an overview of the activity and performance of the team. These graphics showcase Matters Per Filing Date, Matters Per Assignee, Matters per Due Dates, and My Recent Tasks

The Time Tracking Dashboard displays many useful charts that showcase Logged Hours, Average time logged per day, Percentage of billable and non-billable time logs, and so on.

Last but not least, The Litigation Management Dashboards display important insights and charts to provide summary data on Litigation cases.

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!