Understand your business performance
You can view and get access to your most commonly used features.
Keep everything in one place, saving time and streamlining your processes. Create multiple dashboards for specific topics, such as Clients, Matters Created , Events, Budgets & Financial Reports, Fee Analysis, Time Recording, New Enquiries & Leads, Conversion Rate, Purchase Ledger, Cumulative Fees Raised and more.
Watch this video
Watch our video to see how easy it is to create robust Management & KPI KPI Reports with CaseLoad.
All these tools in one place
With CaseLoad you can create:
- Dashboards – Quickly bring your data to life with interactive charts and graphs.
- Reports – Create and share meaningful insights with teams and colleagues.
- Analytics – Analyse the ups and downs to make sense of your data.
KPI dashboards that propel performance
A simple, easy to understand dashboard that takes complex data and metrics and turns it into accessible and understandable visuals, can propel a law firms performance.
Create powerful top-level summaries of your KPIs to share across your practice. Choose from various charts, graphs, league tables and widgets that help communicate accurate understanding from your data
- Real time monitoring
- Use customisable Dashboard Examples to get started
- Share and collaborate
- Turn Excel Spreadsheets into Dashboards
- View your data from a wealth of perspectives
Benefits of Management & KPI Reporting
Inform decision with on demand KPI dashboard reporting
View WIP at a glance and track time recording metrics and trends
Track performance with meaningful insights from fee/billing