Insights Getting started

How do I view my practice analytics?

The Insights page gives you a full overview of your practice performance, including client activity, court dates, leads, and tasks.

  1. Click Insights in the sidebar.
  2. 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).
  3. 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.

Next → What is on the Insights overview?
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