Reporting workspace
Identify the management question.
Step back and see the practice.
A dedicated reporting area provides a place to review practice information and discuss operational priorities.
Practice-level review
Review the relevant available report.
Management discussions
Agree actions and review them at the next meeting.
What you can try
- Compare matter status counts.
- Review sample users and recent activity.
- Change a task or invoice, then revisit the summary.
- Download a CSV summary of the current demo workspace.
How the information fits together
Information used
The records and changes already present in the browser demonstration.
Result
A practice summary that can be checked against the underlying sample registers.
Exports contain sample data. Confirm the available live reports, filters and scheduled reporting options during a product demonstration.
Suggested practice workflow
Put reports into context.
Use these steps as a discussion starter for your firm’s own operating process. Configuration and availability should be confirmed during evaluation.
- 1
Identify the management question.
- 2
Review the relevant available report.
- 3
Agree actions and review them at the next meeting.
Make your demo count
Questions worth asking.
Go beyond the overview and confirm the details that matter to your practice.
Related modules
KYC verification
LegalCRM includes a dedicated KYC verification area for the practice’s client-verification work.
Explore moduleCompliance
Dedicated views bring obligations, documents, risks and deadlines into one compliance workspace.
Explore moduleDashboard
Review active matters, total clients, pending tasks and upcoming deadlines from the dashboard.
Explore module