Reports & custom report builder
LiveCompliance, client, matter, research and legal-operations reports, plus a custom builder — every figure with its basis, every report as CSV.
- ✓Compliance, client, matter, legal research and legal operations reports
- ✓Basis sentence on every KPI; too-small samples left empty
- ✓Custom builder over a fixed set of sources, columns and filters
- ✓Saved report definitions
What it is.
Five reports are computed when you open them: compliance, clients, matters, legal research and legal operations, over a period in your own local days. Every KPI carries a sentence saying what it counts, and a median or percentile over too few rows is left empty with the reason rather than shown as a number.
The custom builder lets you choose a source, columns, filters, one group-by and a sort, from a fixed list per source; what you type reaches the query only as a value. Save a report definition to run again. Every report downloads as CSV with the same data you see.
Three steps.
End to end.
Reports & Analytics on the desk.
Periods are your local days.
Save a custom report, or download any report as CSV.
What you get.
- ✓Compliance, client, matter, legal research and legal operations reports
- ✓Basis sentence on every KPI; too-small samples left empty
- ✓Custom builder over a fixed set of sources, columns and filters
- ✓Saved report definitions
- ✓CSV export
- ✓A past statutory filing date shows as "date passed", not "missed" — the calendar does not record filings made
Quick answers.
No. The builder offers a fixed list per source so nothing you type becomes part of the query.
Yes, a DPDP block appears for organisations using the DPDP module.
More in Team & Enterprise.
Not built. The organisation is the isolation boundary; matters are how work is grouped inside it.
Four seeded roles with per-capability view / add / edit / delete permissions, plus custom roles you define.
Shared editing sessions on a document, and a propose-review-merge flow for changes to it.
Group contracts, court research, compliance items, meetings and tasks by matter — with a timeline of everything that happened on it.