Reporting & Analytics

Firm performance, finances, case trends, and the firm-wide audit trail.

19.6%
Lead → retained
33
Qualified consults (May)
$52.1k
Revenue (May)
6.2%
Drop-off rate
Revenue trend
Consultation trends
Lead conversion funnel
Case type mix
Report catalog

Lead conversion

Conversion rate per attorney and per sales agent.

Revenue report

Revenue by week of month, case type, and client.

Overdue payments

Aging report with client buckets and status tags.

Case turnaround

Packet SLA exceedance and on-time completion.

Monthly drop-off

Monthly-payment client retention and drop-off rate.

Results received

Approvals, RFEs, and NOIDs by case type.