Deep Dive Recap: Turn Data Into Action with Custom Dashboards

You wouldn’t set sail without a course—so why run a law firm without any clear KPIs? Custom dashboards are your navigational charts, guiding you through the sea of data toward smarter, more strategic decisions.

In the latest Deep Dive Webinar, Product Manager Devon Roth delves into how these custom dashboard data visualizations can revolutionize your law firm's efficiency. This session covers everything from building new custom dashboards for immediate data access to tailoring them for showcasing the metrics that matter most, all aimed at enabling better operational decisions with actionable data insights.

Time Stamps of Key Takeaways

0:00 — Getting started

The webinar kicks off with an explanation of how custom dashboards differ from our legacy dashboard, and how you can alternate between the two. Devon also outlines some of the key (and surprising!) benefits of customizing your dashboard layout, from boosting client engagement to tailoring your marketing strategy.

6:17 — Choose your panel types

Devon first surveys all of the different panels firms can use to organize their information. Firms use these panel types to review things like notes, tasks, upcoming appointments, outstanding e-signatures, and more. She then offers a demonstration of how to format the page, resize panels, and even divide your dashboard layout by practice area.

18:55 — Understanding panel visualizations

Next, Devon focuses specifically on the data panel. From conversion rates to the value of cases in your pipeline, these analytical indicators are the cornerstone of guiding your firm toward increased profitability. She demonstrates a few panel setups that enable you to keep an eye on the intake pipeline, ensuring no potential client gets stuck between stages.

24:08 — How to use reports on dashboards

While some of the other panel types only show standard fields, data panels can pull insights from any of your custom matter reports. In this section, Devon walks through how to set up data visualizations that show the specific granular criteria you need to keep front and center for your firm.

42:31 — Organizing group panels

Finally, Devon quickly shows the click-and-drag customization options with the group panel type. You can select any panels already on your custom dashboards and bunch them together, grouping insights by practice area, matter type, or time period.