Overview
The Team & Counsel Dashboard provides a comprehensive view of how your internal team and external counsel are managing litigation.
It helps you track workload distribution, user engagement, counsel effectiveness, and operational hygiene while AI continuously surfaces actionable insights to improve performance and efficiency.
Case Manager Workload Analysis
This section shows how cases are distributed across case managers, split into:
Ongoing cases
Disposed cases
You can quickly identify:
Workload imbalance across team members
Managers handling the highest volume of cases
Distribution of active vs closed matters
AI insights:
Highlight managers with excessive workload
Recommend redistribution of cases
Identify underutilised capacity within the team
Unique Users & Roster Activity
This chart tracks:
Number of active users (logins) over time
Roster activity percentage
It helps you understand adoption and engagement across your team.
AI insights:
Identify peak activity periods
Highlight low engagement trends
Compare actual usage vs roster size
User Account Growth (Quarterly)
This section shows:
New users added each quarter
Quarter-on-quarter growth trends
AI insights:
Highlight onboarding spikes or slowdowns
Track adoption momentum over time
Identify periods of declining growth
User Role Analysis
This chart breaks down users by role, such as:
Admin
Legal
Business
AI insights:
Highlight role concentration
Identify imbalance in access distribution
Recommend reviewing role allocation if skewed
User Account Vintage
This section groups users by tenure:
< 6 months
6 months – 1 year
1 – 2 years
2 – 3 years
3+ years
AI insights:
Highlight dominant user cohorts
Indicate training or onboarding needs
Help align experience levels with responsibilities
Login Patterns
Logins by Hour
Shows login activity across hours of the day.
Logins by Weekday
Shows login trends across days of the week.
AI insights:
Identify peak usage hours and days
Highlight underutilised periods
Help optimise support and operational planning
User Mobile App Adoption
This section shows:
Users using the mobile app
Users not using the mobile app
AI insights:
Highlight adoption gaps
Recommend increasing mobile usage
Identify opportunities for better accessibility
Client Environment (User Agent)
Shows login distribution across:
Browsers (e.g., Chrome, Edge, etc.)
Mobile app / API usage
AI insights:
Identify dominant usage environments
Help optimise platform compatibility
Highlight low adoption of alternate platforms
External Counsel – Win Rate vs Cost vs Speed
This section evaluates external counsel based on:
Win Rate
Resolution Speed
Cost Efficiency
You can compare performance across counsel and identify the most effective partners.
AI insights:
Highlight best-performing counsel
Identify high-cost or low-efficiency counsel
Recommend optimal counsel based on outcomes
Task Health Across Portfolio
This section tracks task status across cases:
Completed tasks
Tasks due
Overdue tasks
AI insights:
Highlight backlog of overdue tasks
Identify gaps in task creation
Recommend proactive task planning
Case Hygiene Checklist
This section tracks completeness of critical case data fields, such as:
Next hearing scheduled
Case manager assigned
Priority set
External counsel assigned
Risk rating filled
Amount claimed entered
Key action defined
Active tasks present
AI insights:
Identify missing or incomplete data
Highlight fields blocking reporting and automation
Recommend prioritising low-completion areas
AI Insights
Across the Team & Counsel Dashboard, AI continuously analyses user behavior, workload distribution, and performance data to provide actionable recommendations.
These include:
Workload balancing suggestions
Identification of underperforming or overburdened team members
Counsel performance optimisation
Detection of adoption and engagement gaps
Recommendations to improve task management and case hygiene
Actions You Can Take
Using this dashboard, you can:
Balance workload across case managers
Improve team adoption and engagement
Optimise external counsel selection
Strengthen task management practices
Ensure completeness of case data
Improve operational efficiency across teams
Conclusion
The Team & Counsel Dashboard gives you a clear view of how your people, processes, and partners are performing across the litigation lifecycle.
By combining operational metrics with AI-powered insights, it helps you identify inefficiencies, improve team productivity, optimise counsel performance, and ensure your litigation operations run in a structured, scalable, and data-driven manner.