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Access the Matters, Contracts and Admin reports from the Reports icon.
If you do not see the icon, then contact your Administrator to enable this permission for you: 'View organization reports'.
Also, if you do not see the Admin reports as an Administrator or In-House Legal member, then you will need to this permission switched on for your account : 'View organization admin reports'.
You can obtain a summary of your reports, either spanning all time or segmented by custom date ranges. The reports can also be presented in an annual format or narrowed down to focus on a specific month.
Best Practice Reports
In this section, we go through 5 best practice metrics for each of the Reporting pages and how they may help your team be more productive.
Matter reporting offers insight into the legal department's workload volume, types of work and sheds light into how the legal team spends their time.
Volume of matters
The top tiles provide insights into the legal team's workload, enabling you to compare it with the previous year. You can also track the average time it takes to resolve matters and identify the number of matters that are overdue or unassigned. By tracking how the volume of matters changes over time, you can make informed forecasts about future workloads.
Status of your matters
Allows you to monitor the progress of legal matters within your organization. By seeing the distribution of matters by status, you can assess how efficiently matters are being handled and identify any bottlenecks or needs for resource allocation.
Ownership breakdown of matters by department, manager, owner, region, team and time it was created
This graph can help you better allocate resources, track responsibilities and manage your workload effectively.
Matters by type
This shows you the most common matter types in a selected period. By looking at the types of matters that come into legal, it helps to understand where the legal team’s work is being driven from.
View your tasks through a summary view: from the total number of tasks to the total number of tasks, hours allocated, associated costs, and a detailed breakdown of their current statuses, these metrics help you stay in control and effectively manage your team's workload.
Contracts reporting is essential for in-house legal teams because it offers a clear picture of their contract landscape. This information is crucial for efficient contract management, resource allocation, and ensuring that legal obligations are met.
See at a glance the volume and status of all your contracts
View contracts over time and identify cycles and patterns which can help reduce the time it takes to move contracts through each stage of the process.
You can click on a status bar to filter the report even further.
See whether a contract has been uploaded or created by a wizard
This aids to assess the usage of self-service tools, like wizards and can guide decisions on making certain contract types available as template wizards - enabling the business to better self-serve some of its legal needs.
View contracts by department, user and timeframes
Within these charts you can see how many contracts there are in each of your departments, have been created by users in your organization and how many contracts belong to a team.
Contracts by type
This shows you the most common contract types in a selected period. By looking at the types of contracts that come into legal, it helps to understand where the legal team’s work is being driven from.
Executed contracts due to expire
These metrics break down executed contracts by expiration intervals, categorizes them by teams, departments, and creators/owners. By utilizing this information, you can prioritize work and be proactive with contracts that are in need of attention.
Admin reporting equips legal members and administrators with valuable reports to track platform usage and help identify how your business colleagues are engaging the legal team.
Status of users
This metric breaks down total users into their respective statuses, showing how many active accounts there are, how many have still pending invites and how many are disabled.
This can help administrators manage user accounts efficiently, track pending invitations, and optimize software licenses.
Users per role
Knowing the number of people in each role helps in understanding the team's structure and distribution of responsibilities, which in turn aids in effective resource allocation and managing software licenses efficiently.
How many users are there in each department?
Helps in budget allocation and resource planning by identifying which departments require more or fewer legal resources. A blank field indicates that users have not been assigned to a department.
Helps you see which permission types are most common and how many of your organization users have been assigned particular permissions. This helps administrators in managing and fine-tuning access controls.
Which are most popular Knowledge Articles
Besides tracking user activity, the legal team has a lot of useful knowledge. Figuring out which articles and guides are used most can help assess what's effective and spot popular content that might need updates.
Drill deeper into your reports
Hover over a bar and hold for a second to see Drill through option to get a more detailed view of the data :
Select the Ellipses icon to Export any graph as a .xlsx or .csv file.
Easily sort, filter, view data as a table or graph, and delve into detailed reports to find the insights you require.
You can save the Matters, Contracts and Admin reports as a PDF file to preserve the current report view. You also have the option to download all pages, merging data from Matters, Contracts, and Spend sections into a single PDF document.