Hosted by:

Grant Yuill

Head of Marketing & Customer Engagement

We will be show you how to access every performance report instantly

Dashboard/KPI Reporting

Learn from legal technology expert Steven Hill, Operations Director at Denovo, about how CaseLoad can help you report on your firms performance.

Wednesday 1st April 2020 at 3:30pm

Join our host Grant Yuill, Denovo’s Head of Marketing & Customer Engagement and Steven in this free, recorded Coaching webinar session, as they discuss CaseLoad’s ability to provide you with fully customisable dashboard views, showing recent matter activity, KPI reports and other useful widgets. You will be shown how to access every performance report instantly from the Report icon, based on where you are in the software.

We will introduce CaseLoad by focusing on how you can view and get access to your most commonly used features, keeping everything in one place saving time and streamlining your processes. You will see how to create multiple dashboards for specific topics, such as clients, matters, events or reports.

One of our key partners, currently using CaseLoad’s Dashboard Reports, had this to say:

“We use dashboards to quickly gain insights into the most important aspects of our Firms data. CaseLoad provides us with real time insights and business analysis at a glance. Our Management Dashboard allows us to identify matters that require urgent action, streamline our workflows and allocate our resources accordingly. It is a decision-making tool that has allowed me, as a Director, to view high-level performance reports which can be drilled down into detail. It helps me understand the performance of our fee earners, track fees in real time, track file opening numbers and ascertain where our work comes from. It is another excellent example of Denovo allowing us to understand our business better each day.”

Duration: 30 minutes


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