LawVu's newest standard reports introduce user-friendly visual dashboards designed to address your business inquiries and empower informed decision-making.
Depending on your subscription, you'll gain access to new reports for Matters, Contracts, and Admin. Check out this page to learn how to master using these metrics.
Within this article, we provide definitions for the metrics showcased in the new reports for:
Matters
Note: Matter counts are based on their Date Created field
Total matters: Count of all matters for a specific period that defaults to the current year.
Matters previous (year/month): Count of all matters for the previous period (year or month).
%change: %change in matters created from the current period to the previous period (year or month).
Avg matter completion time (days): Average days (from the date created to the date completed) of all completed matters.
Avg completion time previous (year/month): Average days (from the date created to the date completed) of all completed matters for the previous month.
%change (yearly/monthly): % change in average completion (days) from the current period to the previous period (year or month).
Overdue matters: Based on the "Due Date" field.
Matter activity count: Count of all activities created against matters.
Avg activity count per matter: Average of all activities per matter.
Unassigned matters: Count of all unassigned matters.
Matters by status: Count of all matters by status.
Matters by status over time: Count of all matters over time, by status, based on the date created.
Matters by type: Count of all matters by type.
Matters by department, manager, owner, region, team and created by: Count of all matters by department/manager/owner, region, team, currency
Task Summary
Note: Task counts are based on the Date Created field of the associated matter
Total tasks: Count of all tasks created for matters.
Total hours: Sum of all total task hours.
Total cost: Sum of Estimated Task Cost.
Task types: Count of task type.
Total status: Count and percentage of total task status.
Tasks and status by matter name and task assignee: Count of tasks by status by Date Created (of the Matter)
How many tasks do matters or users have, and what are the statuses?: Count of tasks by status by matter
How many tasks do matters or users have, and what are the statuses?: Count of tasks by status by the user who created the task
Contracts
Total contracts: Count of all contracts.
Total contracts previous (year/month): Count of all contracts for the previous period (year or month).
% change( yearly/monthly): %change in contracts created from the current period to the previous period (year or month).
Contract value: Sum of contract values.
Executed contract value: Sum of contract value in executed contracts.
Contract by status: Count of contracts by status.
Contracts by source: Count of contracts created via upload or wizard.
Contracts by type: Count of contract types (by group).
Contracts by status over time: Count of contracts by creation date and status.
Contracts by departments: Count of contracts by department.
Contracts by users: Count of contracts by contract creator.
Contracts by teams: Count of contracts by team.
Key Dates
Note: Executed contracts are based on the contracts in an executed stage and where the expiry date is populated.
Executed contracts by expiry date: Count of contracts due to expire in expiry buckets
Executed contracts by team, department, created by user, owner: Count of contracts due to expire by team.
What are the expiry buckets for executed contracts by people, teams, and departments? Count of contracts due to expire by department.
What are the expiry buckets for executed contracts by people, teams, and departments: Count of contracts due to expire by contract creator.
What are the expiry buckets for executed contracts by people, teams, and departments: Count of contracts due to expire by contract owner.
Spend
Spend Reporting dashboards are based on the Invoice Date field.
The main fields used are Fees and Disbursements which together are referred to either as spend or total spend.
They include invoices with an approval status of pending, approved, and approved with edits. They exclude invoices with an approval status of draft, declined, void, and deleted.
Total invoices: This refers to the total number of invoices across your organization within your selected period. It includes invoices with an approval status of pending, approved, and approved with edit. It excludes invoices with an approval status of draft, declined, void, and deleted.
Total fees: Total fees is the sum of fees billed for invoices within the selected period. This includes invoices with an approval status of approved, approved with edits, and pending, as well as third-party invoices. It excludes tax.
Total disbursements: Total disbursements is the sum of disbursements (expenses) billed for invoices within your selected period. This includes invoices with an approval status of approved, approved with edits, and pending, as well as third-party invoices. It excludes tax.
Total spend: Total spend is the sum of fees plus disbursements for invoices within your selected period. This includes invoices with an approval status of approved, approved with edits, and pending, as well as third-party invoices. It excludes tax.
Same period last year: Total Spend for the same period last year (month or year).
% change: % change from Total Spend to the Same period last year.
Invoices by approval status: This is the breakdown of spend that has been approved (approved and approved with edits) and is pending approval, in the period selected.
Average days to approve: This is the average number of days it took for an invoice to be approved within the selected timeframe. The approval period is from the Date Posted to the Approved Date (using a 7-day working week).
Average days to invoice: This is the average number of days it took for an invoice to be created and invoiced within the selected timeframe. The approval period is from the Created Date to the Invoice Date (using a 7-day working week).
Invoices by creation type: This chart breaks down invoices by creation to show how many have been created in LEDES. It includes the count and %.
Internal matters vs outsourced matters: Internal and external matters are split down in this view to indicate how many matters have been associated with LSPs by count.
Count of declined invoices: The number of invoices that have a status of declined within the selected period
Spend by matter type: Looking at a matter type level, this visual breaks down spend into fees and disbursements for individual categories.
Spend by LSP: Looking at the LSP level, this visual breaks down spend into fees and disbursements for individual LSP organizations.
Spend by department: Looking at a department level, this visual breaks down spend into fees and disbursements for individual departments.
Fees
Total invoices: This refers to the total number of invoices across your organization within your selected period. It includes invoices with an approval status of pending, approved, and approved with edit. It excludes invoices with an approval status of draft, declined, void, and deleted.
Total feels: Total fees is the sum of fees billed for invoices within the selected period. This includes invoices with an approval status of approved, approved with edits and pending, as well as third-party invoices. It excludes tax.
Total disbursements: Total disbursements is the sum of disbursements (expenses) billed for invoices within your selected period. This includes invoices with an approval status of approved, approved with edits, and pending, as well as third-party invoices. It excludes tax.
Total spend: Total spend is the sum of fees plus disbursements for invoices within your selected period. This includes invoices with an approval status of approved, approved with edits, and pending, as well as third-party invoices. It excludes tax.
Fees pending approval: This number indicates the sum of fees that are currently pending approval from your end.
Total matter budget: Total of the budget set for all matters within the time frame selected.
Total LSP budget: Total of the monthly budget set for all LSPs within the time frame selected.
Monthly spend vs budget comparison: This chart breaks down the monthly budget and spend per LSP to show you the difference, and to highlight any significant spending above or below the allocated budget. Note also that you can drill through hierarchies by selecting the arrows that pop up at the top of the chart next to this help icon.
Total spend by year and month: This visual serves to break down monetary factors by time, such as total spend, disbursements, tax, and unapproved fees.
Note: You can select multiple options by pressing "CTRL" and drill through hierarchies by selecting the arrows that pop up at the top of the chart next to the help icon.
Total spend by matter, department, matter manager, matter type, matter team, service provider, matter owner, and matter region: This visual displays the key invoice details. Note you can click on the tabs to display by Matter, Matter Department, Matter Manager, etc.
Count of invoices by matters: This chart indicates the number of invoices that have been created for each matter. Note that you can right-click on a bar and select ‘drill through’ to see a detailed breakdown by user or invoice.
Accruals compared to spend over time: Spend and accruals are shown side by side in this visual to indicate the difference between these amounts across months. Note that you can drill down to different hierarchies by selecting the arrows that pop up at the top next to the help icon.
LSP Users & Permissions
LSP count: Total number of Legal Service Providers (includes pending invitations)
Total users: Total number of users associated to Legal Service Providers (includes pending invitations)
LSP access: Count of the access level of Legal Service Providers (includes pending invitations)
Status of users: Status information breaks down total users into their respective statuses, showing how many active accounts there are, how many still have pending invites, and how many are disabled.
User roles: This shows us the roles that different users have been assigned.
LSP locations: LSPs by geographic location, based on latitude and longitude of address in the LSP compay information.
LSPs by Region: LSPs by region based on address line 2 and address line 3 in the LSP profile.
Expertise Coverage: Count of LSP expertise based off the expertise fields listed against the LSP.
Count of users created over time: This chart shows a breakdown of when users were created so you can identify how many users have been created over time.
User permission types: Here you can see which permission types are most common, and how many of your organization's users have been assigned particular permissions.
Detailed breakdown by LSP: This shows the number of matters that are associated with each LSP.
General Counsel
Summary - Matters
Total active matters: Count of all matters that have a status of active.
Field used: Matter ID, Status=Active
Created this year: Count of all matters with a created date in the selected period.
Fields used: Matter ID, Date Created.
Completed this year: Count of all matters with a completed date in the selected period.
Fields used: Matter ID, Date Created. (irrespective of when they were created)
Created by this time last year: Count of all matters with a created date in the period prior to the selected period.
Fields used: Matter ID, Date Created.
% Change: % change in matters created from current period to prior period (year, quarter or month)
Fields used: Matter ID, Date Created.
Summary - Contracts
Total in progress contracts: Count of contracts in progress. In progress is defined as contract stages draft, negotiating, approval and signing, It does not include contract stages executed, expired and void.
Fields used: Contract ID, Status = Draft, Negotiating, Approval, Signing
Created this year: Count of all contracts with a created date in the selected period
Fields used: Contract ID, Created Date
Value of created contracts: Value of contracts with a created date in the selected period
Fields used: Contract Value, Created Date
Executed this year: Count of all contracts executed within the selected period. An executed contract is defined as when the contract stage is executed
Fields used: Contract Value, Executed Date.
Value of executed contracts: Contract value of contracts executed in the selected period. An executed contract is defined as when the contract stage is executed
Fields used: Contract Value, Executed Date
Created by this time last year: Count of all contracts with a created date prior to the selected period.
Fields used: Contract ID, Created Date
Change in workload: % change in contracts created from current period to previous period (month, quarter or year)
Fields used: Contract ID, Created Date
Change in contract value: Change in value of contracts created from current period to previous period (month, quarter or year)
Fields used: Contract Value, Created Date
Summary - Legal Service Providers
Matters created managed in house: Count of all matters with a created date in the selected period that are being managed inhouse
Fields used: Matter ID, Service Provider = Null
Internally managed matters %: % of matters managed inhouse, compared to all matters created within the selected period
Matters created managed by LSPs: Count of all matters with a created date in the selected period that are being managed by an LSP
Fields used: MatterID, Service Provider = Null
Externally managed matters %: % of matters managed by LSP’s, compared to all matters created within the selected period
Summary - Over time
Matters Over Time: Count of matters active and completed over time. Shows when matters were active and completed, i.e., if a matter was created in Jan and completed in April, it will show as active in Jan, Feb, March, and completed in April
Fields used: Matter ID. Status
Contracts Over Time: Count of contracts in progress and executed over time.
Fields used: Contract ID, Status (Executed, Expired, Void), Date Created, Status (Executed), Date Executed
In-house vs external matter management: Count of internally vs externally managed matters by matter type. Internally managed is where there are no Service Providers assigned to the matter. Externally managed is where there are Service Providers assigned
Fields used: Matter ID, Matter type, Int/External
Workload Breakdown - Matters
Most common matter type: The most common matter type of matters created within the selected period compared to the previous period
Fields used: Created Date, Matter type
Most common matter department: The department with the most matters created and assigned within the selected period compared to the previous period. Blank means that a department has not been assigned to the matter.
Fields used: Created Date, Department
Matters by type: Count of active and completed matters by matter type for the selected period.
Fields used: Category, Status ( Active, Completed)
Matters by department: Count of active and completed matters by department for the selected period
Fields used: Department, Status ( Active, Completed)
Average matter completion time (days): Average days to complete matters. Completion timeframe is work days from created date to completed date (excluding weekends)
Fields used: Created date, Completed date
Average matter completion time (days) previous period: Average days to complete matters. Completion timeframe is work days from created date to completed date (excluding weekends)
Fields used: Created date. Completed date
Average time to completion for matter types (days): Average days to complete matters by matter type. Completion timeframe is work days from created date to completed date (excluding weekends)
Fields used: Created date, Completed date, Mattery type
Workload breakdown - Contracts
Most common contract type: The most common contract group of all contracts created within the selected period compared to the previous period
Fields used: Created date, Contract group
Most common department: The most common department assigned to contracts created within the selected period compared to the previous period
Fields used: Created date, Department
Contracts by type: Count of contracts and status by contract group for contracts created within the selected period
Fields used: Contract ID, Date created, Status ( Executed), Date executed
Contracts by department: Count of contracts and status by department for the contracts created within the selected period
Fields used: Contract ID, Date created, Status ( Executed), Date executed, Department
Average contract time to signing: Average work days from contract creation to signing
Fields used: Created Date, Completed Date, Stage, First Signing Date. First signing date is used when the contract status is moved to signing (from the contract status history)
Average contract time to signing previous period: Average work days from contract creation to signing
Fields used: Created Date, Completed Date, Stage, First Signing Date. First signing date is used when the contract status is moved to signing (from the contract status history)
Average contract time in stages (days): Average time in work days that contracts spend in each contract stage
Fields used: Old modified date, New modified date. (Uses contract status history)
Workload Breakdown- Urgency, Risk & Complexity
Urgent Matters: Count of matters created within the selected period that were flagged as urgent
Fields used: Created date, Is Urgent = True
Urgent Matters % this period: % of matters compared to total, created within the selected period that were flagged as urgent
Urgent Matters previous period: Count of matters created within the period prior to the selected period that were flagged as urgent
Fields used: Created date, Is Urgent = True
Urgent Matters % previous period: % of matters compared to total, created within the period prior to the selected period that were flagged as urgent
Active matter risk: Count of active matters and their associated risk
High risk matters: Count of matters created within your selected period that were flagged as high risk (level 4 or above)
Fields used: Created date, Risk >=4
High risk matters %: % of matters created within your selected period that were flagged as as high risk (level 4 or above)
Fields used: Created date, Risk >=4
High risk matters previous period: Count of matters created within the period prior to your selected period that were flagged as high risk (level 4 or above)
Fields used: Created date, Risk >=4
Active matter complexity: Count of active matters and their associated complexity
Fields used: Created date, Complexity
High complexity matters: Count of matters created within your selected period that were flagged as high complexity (level 4 or above)
Fields used: Created date, Complexity>=4
High Complexity Matters %: % of matters created within your selected period that were flagged as high complexity (level 4 or above)
Fields used: Created date, Complexity>=4
High complexity matters previous period: Count of matters created within the period prior to your selected period that were flagged as high complexity (level 4 or above)
Fields used: Created date, Complexity>=4
High complexity matters % previous period: % of matters created within the period prior to your selected period that were flagged as high complexity (level 4 or above)
Fields used: Created date, Complexity>=4
Average matter risk and complexity over time: Average matter risk and complexity over time
Fields used: Created date, Complexity, Risk
Spend
External Spend: External spend is the sum of fees and disbursements for invoices within your selected time period. This includes invoices with an approval status of approved, approved with edits and pending, as well as third party invoices. It excludes tax.
Fields used: Invoice date, Principal Organization (LSP), Fees, Disbursements, Status ( Approved, Approved with Edits, Pending)
Budget: Total of the monthly budget set for all LSPS's within your selected time period
Fields used: Monthly budget
% through Budget: % through the total budget compared to spend
% through Year: % through the year
Active Matters Fees: Total fees invoiced on all active matters
Fields used: Status ( Active ), Fees to date
Active matters budget: Total budget for all active matters
Fields used: Status ( Active ),Last Agreed Budget. Budget for all active matters, irrespective of date created
Active matters with/without a budget: Count of matters of all status’s with and without a budget applied
Fields used: Last Agreed Budget ( No budget = null, Budget =>0 )
External Spend Over Time: Sum of fees and disbursements for invoices over time. This includes invoices with an approval status of approved, approved with edits and pending, as well as third party invoices. It excludes tax.
Fields used: Invoice date, Principal Organisation ( LSP ), Fees, Disbursements, Status ( Approved, Approved with edits, Pending)
Average days to approve invoices over time: Average work days to approve invoices (from date posted to approved date)
Fields used: Date posted, Approved date
Spend by matter type: Sum of approved total (fees and disbursements) by matter type for your selected time period. This includes invoices with an approval status of approved, approved with edits and pending, as well as third party invoices. It excludes tax.
Fields used: Invoice date, Fees, Disbursements, Matter type, Status ( Approved, Approved with edits, Pending)
Spend by department: Sum of approved total spend (fees and disbursements) by department for your selected time period. This includes invoices with an approval status of approved, approved with edits and pending, as well as third party invoices. It excludes tax.
Fields used: Invoice date, Fees, Disbursements, Matter type, Status (Approved, Approved with edits, Pending)
Spend by legal service provider: Sum of approved total spend (fees and disbursements) by LSP for your selected time period. This includes invoices with an approval status of approved, approved with edits and pending, as well as third party invoices. It excludes tax.
Fields used: Invoice date, LSP Name, Total Spend, Status (Approved, Approved with edits, Pending)
System-Users
Total users: Total number of users from your organization who have been given access to LawVu, regardless of the created date and their current status
Fields used: Total users
Added this year: Total number of users added to your organization this year, regardless of their current status
Fields used: Created date, Total users
Users by role: Count of users by role
Fields used: Total users, Role
Users Created Over Time: Count of users for your organization created over time
Fields used: Created date, Total users
Article creation by category: Count of articles and categories created during your selected time period
Fields used: Created date, Category, Knowledge, Article ID
User activity over time: Count of active users and associated roles for you organization over time
Fields used: Created Date, Role, Total Users
Admin
User Summary
Total users: Count of all users for the Org.
Status of users: Count of users by status.
Activity % of users: % of users currently using LawVu.
Activities by matters and contracts: % of activities created by users against matters vs. contracts.
Users per role: Count of users split into roles.
Users by department: Count of users by department.
Users created over time: Count of users by created date.
User access: Count of users by permission type.
User level activity: Grid breakdown of activities by user.
User Activity
Note: Metrics include all user statuses (i.e., not just active users).
Total users: Count of all users for the Org.
Active users with activity: % of users with LawVu activity.
User activity by type: % of activity spent on differing activity types.
User activity by action: % of activity spent on different activity action types.
Activity over time: Count of total activities by Created Date.
User activity by role: Count of user activities separated by role.
User activity by department: Count of user activities separated by department.
User activity: Count of user activities separated by user.
Knowledge Articles
Note: Metrics include all user statuses (i.e., not just active users) and all knowledge article statuses.
Total users with articles: Count of users who have created knowledge articles.
Total home page articles: Count of homepage articles.
Total articles: Count of total articles.
Total articles by status: Count of knowledge articles by status.
Article Categories: Graphical display of knowledge article categories.
Most popular article categories: % of entities used by users.
User activities: % of activity spent on different knowledge article action types.
Article categories by user: Grid breakdown of articles by user.