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:

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

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

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.

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 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.

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.

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.

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.

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.

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.