Analytics & Reporting

Track performance metrics and generate matter reports

Last updated 14 days ago

Analytics Overview Whisperit provides comprehensive analytics and reporting capabilities to track matter progress, team productivity, and business metrics.

Accessing Analytics

  1. Navigate to Analytics Dashboard

  2. Select time period and matter filters

  3. View key performance indicators

  4. Export reports in various formats

Key Metrics

  • Matter profitability and billing rates

  • Team utilization and productivity

  • Document creation and drafting metrics

  • Matter timeline and deadline tracking

  • Client engagement metrics

Custom Reports

  • Create custom report templates

  • Filter by matter, client, or team member

  • Schedule automated report delivery

  • Export to Excel, PDF, or other formats

Dashboard Widgets

  • Matter status summaries

  • Billing and revenue tracking

  • Team productivity charts

  • Document management statistics

  • Deadline and timeline views

Best Practices

  • Review analytics regularly for insights

  • Use metrics to identify process improvements

  • Track key performance indicators consistently

  • Share reports with stakeholders

  • Leverage data for business planning