Overview
The Financials Dashboard provides a consolidated view of all financial aspects related to your litigation portfolio.
It helps you track claims, assess exposure, monitor legal spend, and identify financial risks—supported by AI-driven insights for better decision-making.
Key Metrics
At the top of the dashboard, you can view important financial indicators:
Total Amount Claimed – Total value claimed across ongoing cases
Total Exposure (Worst Case) – Potential liability if all cases go adverse
Probable Liability – Exposure weighted by probability of outcomes
Legal Spends YTD – Total legal spend including counsel and court fees
These metrics provide a quick snapshot of your financial position.
Contingent Liability – Win Probability
This section shows the distribution of cases based on win probability:
Possible
Remote
It helps you understand how much financial risk is associated with different case outcomes.
AI insights in this section:
Highlight where the highest contingent liability exists
Help assess provisioning impact
Identify concentration of risk across categories
Claimed vs Exposure by Financial Band
This chart compares claimed amount and exposure across different value bands.
It helps you:
Identify gaps between claimed and exposure amounts
Understand risk distribution across case sizes
AI insights highlight:
Bands with the highest risk gaps
Areas with potential underestimation of exposure
Invoice Health – Ageing & Status
This section provides visibility into invoice status:
Paid
Due
Overdue (30+ days)
It also shows ageing buckets such as:
0–30 days
30–60 days
60–90 days
90+ days
This helps you track payment delays and cash flow impact.
AI insights:
Identify overdue invoices requiring action
Highlight ageing trends that may impact operations
Recommend prioritisation of older dues
Monthly Legal Spend & Case Disposal Correlation
This section shows monthly legal spend alongside case activity.
It helps you:
Track how spend varies over time
Understand correlation between spend and case disposal
AI insights:
Identify peak spend periods
Highlight whether higher spend is improving outcomes
Suggest areas for deeper analysis
AI Insights
Across the Financials Dashboard, AI continuously analyses your data and provides contextual insights.
These include:
Identification of high-risk financial exposure
Detection of gaps between claimed and exposure amounts
Alerts on overdue invoices and ageing risks
Trends in legal spend and outcomes
These insights help you take timely and informed financial decisions.
Actions You Can Take
Using the Financials Dashboard, you can:
Monitor and manage financial exposure
Improve provisioning and risk assessment
Track and control legal spend
Follow up on overdue invoices
Identify areas of financial inefficiency
Conclusion
The Financials Dashboard provides a comprehensive view of your litigation-related financials, enabling you to track exposure, monitor spend, and identify potential risks in one place.
With AI-powered insights, you can better understand financial trends, detect gaps between claimed and actual exposure, and take timely actions to improve cost efficiency and risk management across your cases.