# Law Firm Performance Dashboard/Insights

Law Firm Performance Dashboard:Insights & Analytics

Gain clear insights into your firm’s financial health, case management, and staff productivity all in one centralized dashboard.

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CaseFox Law Firm Insights Software Dashboard
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Trusted by 25000+ law firms
across the world

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Insight into Efficiency and Finances

Track your billable hours and daily revenue, gain a visual overview of the number of active cases by case workflow stage, and track income versus expenses to identify which cases are the most profitable for the firm.

100% Insight Into Firm Performance

Daily, track the total hours, the amount generated from the billable entries, and a visual representation of active cases by practice areas.

Track Revenue, Costs & Profit Metrics

Keep track of your company’s total income, expenses, and profit ratios by identifying your best and worst performing cases to make better financial decisions.

Staff Productivity via Billable Hours

Receive a detailed report of each team member’s billable time logs. Evaluate staffing productivity by assessing monthly comparisons.

Client Intake Custom Fields LEDES Billing Multilingual Bills Conflict Check Client Portals Integrations Client Intake Custom Fields LEDES Billing Multilingual Bills Conflict Check Client Portals Integrations
Client Intake Custom Fields LEDES Billing Multilingual Bills Conflict Check Client Portals Integrations Client Intake Custom Fields LEDES Billing Multilingual Bills Conflict Check Client Portals Integrations

Detailed Firm Performance Dashboard

Get full visibility into the firm’s key performance aspects, such as financial health, revenue growth, and task management. Monitor collections, including payments received, unpaid invoices, and write-offs.

  • Financial Metrics Overview

    Keep track of your firm’s receivables, including unpaid invoices, total written-off billable time & total unbilled expenses.

  • Revenue & Growth Tracking

    Monitor the growth and revenue changes over time. Identify trends by comparing this year’s results to last year’s.

  • Task & Schedule Management

    Manage & stay updated on upcoming tasks, prioritize overdue tasks, & get an overview of scheduled meetings and events.

Law firm financial metrics tracking with CaseFox software
Filters & customization options for analyzing cases in the CaseFox dashboard

    In-Depth Case Insight Dashboard

    Filter your case data visually to identify any trends and monitor progress over a certain period of time. Keep your team informed and make smarter decisions with these insights.

  • Filters & Customization Options

    Tailor your insights by filtering cases based on primary contact or practice area. Use flexible date ranges to examine specific periods like the current or previous year, enabling precise, drill-down analysis.

  • Revenue by Case Category Visualization

    An easy-to-read bar chart to analyze areas that are the most profitable, so you can know where to focus your business development efforts.

  • Predictive Case Outcome Indicators

    Use graph analytics to understand a case stage with potential insights to allocate resources to improve case management effectively.

Who Can Use CaseFox
Legal Performance Dashboard?

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    Strategic financial reports
    Revenue trend analysis
    Case status overview
    Business growth tracking

    Premium Services for All Users at ‘NO’ Additional Cost

    CaseFox is not just another legal software; it creates an experience for all users with personalized demos, advanced training, seamless data migration, and expert support that is available 24/7.

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    1. Data Migration

    Seamlessly migrate your system data to CaseFox without any additional cost.

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    2. Free Onboarding

    Fast-track your legal operations with FREE online onboarding demo sessions.

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    3. Staff Training

    Onboard your staff efficiently with our training session on ZERO Cost!

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    4. 24/7 Support

    Access CaseFox's 24/7 support team via phone, email, or chat to raise tickets and get immediate answers.

    Unlock Your Firm's Potential with More Than a Dashboard

    Explore all the features of CaseFox within one pricing plan and run your law firm smoothly without any unnecessary add-ons.

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    Legal Case Management Software

    Manage all your cases in one place. Organize files, track progress, and collaborate with your team efficiently.

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    Legal Time and Expense Tracking

    Track billable hours from anywhere, customize rates, and segregate time and expense entries. Log billable hours by simple text with SMS support and more

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    Legal Document Management

    Securely store, organize, and access all legal documents with smart tagging and AI-powered legal drafting tools.

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    Conflict Check Software

    Quickly identify potential conflicts of interest across clients, cases, and contacts to stay compliant and avoid legal risks.

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    Legal Client Portal

    CaseFox offers automatic online payment functionality so that your clients can view and pay invoices online. Clients can view their payment history and the amount due.

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    Legal Trust Accounting

    Manage multiple trusts and operating accounts conveniently. You can also bulk pay invoices from Trust funds. Integration with QuickBooks and Xero.

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    Legal Calendaring Software

    From events, tasks, to time entries, manage all of it with a legal rule-based calendar. Manage firm and staff-wise calendars, send emails for upcoming events.

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    AI Document Generation & Analysis

    Generate legal documents, professional emails, cover letters, contracts, agreements, and more in minutes with AI multilingual support.

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    Automated Billing & Bulk Invoicing

    CaseFox streamlines billing and invoicing by setting recurring billing for cases. And one-click bulk invoicing to generate invoices in seconds.

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    Integrate CaseFox with Tools You Use & Love

    Bring everything together by connecting your calendar, email, Office 365, Google Workspace, accounts, and payments to CaseFox.

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    Trusted by 25000+ Law Firm

    See What Our Clients Are Saying

    Here’s what other legal professionals and law firms are saying about us. Be a part of leading legal tech with CaseFox.

    User 1 User 2 User 3 User 4 User 5
    4.5/5
    Reviews on Capterra & G2

    “I am someone who’s never been great with numbers and I really appreciate how CaseFox highlights profit and expense areas all in one dashboard without any sort of complications.”

    “So far, I've navigated on my own, and it's fairly intuitive. The end product invoice/bill is extremely professional. I only have one client right now so the features provided for free are great.”

    “I like that CaseFox contains all of the features I would need for basic case management in their free offering.”

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    Frequently Asked Questions

    Couldn’t find what you were looking for ?
    Contact us at

    service@casefox.com

    What is a law firm or legal dashboard?

    A law firm dashboard is a built-in feature of a software that visually represents the KPIs of your law firm, such as revenue, expenses, case status, billable hours, and staff productivity. And through reports, these analytics can be accessed offline as well.

    How does the law firm dashboard help law firms improve efficiency?

    Here is how the CaseFox law firm dashboard can help improve your efficiency:

    • Centralizes all your firm's data in one dashboard that's easy to understand.
    • Provides real-time insights into financial health, billing, and events.
    • Tracks staff productivity and billable hours accurately.
    • Overview of case status and stages on open or closed.
    • Offers customizable reports and filters.
    • Facilitates improved client communication and task management
    • Reduces administrative overhead by automating reporting processes
    • Empowers data-driven decisions to boost profitability and growth

    What is legal data analytics?

    Legal data analytics is when a legal professional examines a firm's data, such as billing, case and their outcomes, time entries, and communications, to get an insight into what is trending. This type of analysis helps firms to track key metrics and identify what areas are bringing in the most profit and what needs more improvement.

    CaseFox gathers all the information regarding the hours worked and the expenses associated with the same, and then shows this data through customizable charts. Through this, you get a clear idea of the financial health of the company and immediately see where you can improve.

    Is law firm dashboard and analytics data secure in CaseFox?

    Yes, data security is a top priority for CaseFox. We employ encryption techniques, such as SSL, to safeguard your law firm's data. Additionally, only authorized employees have server access, and data is regularly backed up. Role-based access levels would guarantee the security and confidentiality of all data related to cases, clients, and employees.

    What are the key features of legal dashboard & analytics software?

    Here are key features of CaseFox legal dashboard & analytics software:

    • Split billing with separate payer rates
    • Fast ABA-authorized LEDES invoicing
    • Built-in trust accounting with compliance tracking
    • Recurring Billing and One-Click Bulk Invoicing
    • Hassle-free online payments through various gateways
    • Integrate case and document management
    • AI-powered document generation and multilingual support
    • Customised pricing plans and reports
    • Automated conflict checks to avoid risks
    • Calendar and task management with reminders
    • Real-time finance and operations dashboards
    • No-cost data migration and 24/7 customer support

    Can legal data analytics track staff and attorney performance?

    Yes, legal data analytics can track staff and attorney performance. It analyzes several KPIs, such as billable hours, case workload, task completion, and productivity. This, in turn, enables law firms to identify their strengths and weaknesses and optimize resource distribution. CaseFox provides dashboards and reports that help track team and individual performance in real time.

    What business insights can law firms gain from legal data analytics?

    Legal data analytics from CaseFox combines information from multiple data sets, such as case results, billing, and attorney correspondence, in an effort to allow law firms to better understand their practice.

    What KPIs can I find on the CaseFox law firm dashboard?

    The CaseFox law firm dashboard shows several key performance indicators (KPIs) about the law firm's overall health. These include the number of billable hours, revenue, and client growth. It also monitors case profitability to see which cases bring the most profit. It ensures the productivity and accuracy of billing collection by monitoring how resources are used.

    The dashboard ensures productivity and billing collection accuracy by monitoring resource usage and billing efficiency. By combining these data into visual reports, CaseFox helps firms in making critical decisions and achieving their growth objectives.

    How can a law firm dashboard help track billable hours?

    The CaseFox dashboard allows billable hours tracking with the display of a readable and concise representation of how lawyers spend time on clients. The dashboard monitors billable actions in real time so that lawyers can easily record and audit hours.

    Why is law firm performance analysis necessary?

    Performance analysis of law firms is critical because it offers a clear picture of the current financial and operational performance of the firm. Performance analysis informs the strengths and weaknesses in the case distribution, attorney productivity, client satisfaction, and financial condition.

    Through periodic review of the insights, firms can make strategic choices aimed at improving efficiency, serving their clients better, and improving profitability. Performance analysis also identifies opportunities in areas that can be optimized.

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