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 time period, default to current year.
Matters previous ( year/month ): Count of all matters for the previous period ( year or month)
%change: %change in matters created from current period to previous period (year or month)
Avg matter completion time (days): Average days (from date created to date completed) of all completed matters
Avg completion time previous (year/month): Average days (from date created to date completed) of all completed matters for previous month
%change (yearly/monthly): % change in average completion (days) from current period to previous period (year or month)
Overdue matters: Based on 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 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 current period to 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 Created 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, createdbyuser, 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 Invoice Date field
The main fields used are Fees and Disbursements which together is 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 time 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 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.
Total disbursements: Total disbursements is the sum of disbursements (expenses) billed 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.
Total spend: Total spend is the sum of fees plus 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.
Same period last year: Total Spend for the same period last year (month or year)
% change: % change from Total Spend to Same period last year
Invoices by approval status: This is the breakdown of spend that has been approved (approved and approved with edits) and pending approval, in the time 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 Date Posted to 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 Created Date to 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 LSP’s 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 time 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 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.
Total disbursements: Total disbursements is the sum of disbursements (expenses) billed 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.
Total spend: Total spend is the sum of fees plus 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.
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 LSP’s within the time frame selected
Monthly spend vs budget comparison: This chart breaks down monthly budget and spend per LSP to show you the difference, and to highlight any significant spends 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 that you can select multiple options by pressing ctrl. 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 matter, department, matter manager, matter type, matter team, service provider, matter owner, 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 quantity 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.
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 status’s (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 out by role
User activity by department: Count of user activities separated out by department
User activity: Count of user activities separated out by user
Knowledge Articles
Note: Metrics include all user status’s (i.e., not just active users) and all knowledge article status’s
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