Client Success
(Dashboard and Reporting)

Real-time information on the status of cases and analytics


  • Real-Time Analytics: Offers immediate insights into client activities like pain tracking, appointment outcomes, document status, and more.
  • Performance Metrics: Allows attorneys to measure case progress, client engagement, and other key performance indicators (KPIs) in real-time.
  • Customizable Views: Enables attorneys to tailor the dashboard to show the most relevant data for their practice.
  • Decision Support: Equips attorneys with data-driven insights for making timely and informed decisions.

Problems Solved

  1. Immediate Insight: No need to wait for manual reports or client updates; get real-time data at a glance.
  2. Client Engagement: Understand which clients are committed to their case based on activities and interactions captured in the analytics.
  3. Resource Allocation: Data on case and client activity helps in allocating resources more efficiently.
  4. Risk Mitigation: Early warning signs like missed appointments or lack of pain improvement can be flagged for immediate action.
  5. Case Strategy: Real-time data supports dynamic adjustment of case strategies, which can be particularly crucial in personal injury cases where conditions can change rapidly.

By offering real-time performance metrics and analytics, this feature not only adds immediate value to the attorney’s practice but also enhances the quality of client representation. It provides a data-driven approach to case management, which can be a significant advantage in today’s competitive legal landscape.

Tailor what your clients view by incorporating your firm's information and branding.
Monitor your client's progress throughout the entire duration of their case.
Simplify client management with a user-friendly dashboard, allowing you to efficiently oversee all your clients in one place.
Easily access and view case documents within each client file for streamlined organization and reference.
Centralize client case information on a single screen for easy access and efficient management.