The Insights page gives you a full overview of your practice performance, including client activity, court dates, leads, and tasks.
- Click Insights in the sidebar.
- Browse the Overview section to see your KPI cards: active clients, active leads with your conversion rate, cases resolved this year with average duration, and upcoming court dates (next 30 days).
- Switch between sections using the navigation: Clients, Lead Pipeline, Court, Town Agencies, Case Outcomes, and Tasks.
Tip: Use the time range buttons (6 Months, 12 Months, This Year, All Time) on most sections to adjust the data period.