ANALYTICS AND REPORTING
insights you can act on.
Make your data work for you with live, actionable insights. From staff performance to case progress, profitability is always clear.
analyze real-time, visual dashboards.
Charts, graphs, and pivot-style summaries reveal patterns buried in reports.
filter down to the moment that matters.
Use to segment by date, person, or any custom measure.
find answers at the speed you need.
Simple reports appear instantly. Complex analysis notifies when ready.
report on everything in your system.
Create reports using any data point in your system.
track performance and outcomes with ease.
Customizable dashboards replace endless CSV exports.
build once and reuse forever.
Save report templates for quick retrieval.
reporting in everyday action
dashboard for daily operations
Your morning routine: open your custom dashboard showing active cases by attorney, projects idle for 14+ days, and upcoming deadlines. Spot three cases needing attention before you finish your coffee.
protect sensitive data
A paralegal runs a “Task Completion Rate” report and only sees their own tasks and the cases they’re assigned to. The same report run by the practice group manager shows the entire team’s data. A partner sees firm-wide metrics. One report template, three different views scoped by permissions.
instant capacity check
New leads arrive Monday morning and you need to assign them fast. Pull up your saved “Active Cases by Paralegal” template, it loads in seconds. See that your lead paralegal has 12 active cases under their target of 15, and assign the new case with confidence.
spotting stalled matters
Buld a report filtering tasks with status “In Progress” and a date “created more than 45 days ago.” The report reveals eight projects sitting idle, so you create a workflow to automatically assign follow-up tasks and prevent future delays.
the neostella advantage.
scalable reporting across millions of records
report on any and all data
security with granular sharing permissions
visual dashboards and charts
outcomes you can measure, literally.
- Make decisions with confidence, not instinct
- Spot trends that can’t be revealed in spreadsheets with visual charts
- Get answers at the speed of your questions
- Automate the routine reports
- Share reports safely
EXPLORE
see it all in one place.
No more fighting your case management system. See how Neostella adapts to your practice.