Dashboards
Review the operational picture.
DASHBOARDS & REPORTING
Turn the practice record into a useful review.
Bring matter activity, team responsibilities, and client financial information into dashboards and reports. Export information and schedule delivery for recurring reviews.
Keep the right information ready for discussion.
A review should begin with the relevant information, not another round of manual status chasing. LitDesk supports an organised view of the work recorded across the practice.
Reports
Bring relevant matter and financial information into structured reviews.
Exports
Take information into the next stage of your workflow.
Scheduled delivery
Support recurring review routines with configured report delivery.
Review. Discuss. Follow through.
Start with the relevant dashboard or report, review matters and responsibilities with the team, and identify the next actions. Use exports and scheduled delivery where they fit the organisation’s review process.
Questions about dashboards & reporting.
Can reports be delivered on a schedule?
Scheduled report delivery is included in the confirmed product scope.
Do dashboards predict legal outcomes?
No outcome-prediction capability is included in the scope described here. Dashboards and reports support operational review.
See how this fits your practice.
Walk through your team’s requirements and explore how LitDesk can support the work.