Firm Management Alerts & analytics

How do I view firm analytics?

Firm analytics live in the Firm Console: open it from the sidebar and click Analytics.

  1. Open the Firm Console from the sidebar.
  2. Click Analytics in the Firm Console navigation.

You’ll see the same seven sections as your personal Insights page (Overview, Clients, Leads, Court, Town Agencies, Outcomes, Tasks), with every member’s data rolled together.

Weekly change callouts

The Overview adds a “what changed this week” strip when the firm’s weekly numbers (court appearances, tasks created, tasks completed) move sharply against the recent trend.

Changing the time window

Use the time range buttons (6 Months, 12 Months, This Year, All Time) at the top of each section. On a phone they collapse into a single dropdown.

Who can see it

Firm analytics are available to firm owners, co-owners, admins, and the Firm Account. The Members tab, which breaks the firm down per person, is restricted to owners, co-owners, and admins.

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