Overview
The Team & Operations dashboard gives you a complete view of how your team is engaging with the platform and managing contracts. It covers workload distribution, user activity patterns, approval health, AI credit consumption, and contract data completeness — helping you identify gaps in ownership, engagement, and hygiene before they become operational risks.
Key Metrics
At the top of the dashboard, six summary cards give you an immediate view of team and operational health:
Highest Portfolio Load — The maximum number of contracts held by a single primary assignee.
Fastest Avg. Execution Cycle — Average execution time for the fastest-executing contracts. Requires sufficient executed contract data to calculate.
Approval Completion (90d) — Percentage of approvals completed versus all approval outcomes in the last 90 days.
Most Stalled Assignments — Total contracts that have been idle in the same stage for more than 14 days.
Weekly Active Users — Number of users who logged in at least once in the last 7 days, shown as a percentage of your total roster.
Mobile App Enrolled — Number of users with a device token registered, shown as a percentage of your total roster.
Member Workload Analysis
This chart shows active contracts grouped by primary assignee, broken down by their current stage — Executed (active), Internal Review, Negotiation, Sent for E-sign, Requested, and Other. It displays the top 5 contributors alongside an unassigned risk bar.
It helps you understand how work is distributed across your team and identify concentration risks or large volumes of unassigned contracts.
AI insights in this section help you:
See the total active contracts held by the top members in the current view.
Flag individual assignees with high concentrations that could create bottlenecks if approvals queue up.
Highlight the volume of contracts with no primary assignee that may miss escalation routing.
Unique Users & Roster Activity
This combined chart shows monthly unique logins alongside roster coverage percentage, tracked over a rolling 12-month window.
It helps you understand how many users are actively engaging with the platform each month relative to your total CLM roster, and spot months where engagement drops.
AI insights in this section help you:
Identify the peak monthly active user count in the current window.
Flag low roster coverage months that may indicate disengagement.
User Role Analysis
This chart shows the distribution of active CLM users by role — Legal, Business, Admin, and Others.
It helps you review your role distribution against your access policy and ensure the right balance of writer and reader roles so day-to-day contract work is not blocked.
AI insights in this section help you:
Identify the largest role cohort and its share of the total roster.
Flag imbalances between writer and reader roles.
User Account Vintage
This chart shows user account tenure grouped into age bands — less than 6 months, 6–12 months, 1–2 years, 2–3 years, and more than 3 years.
It helps you understand whether your user base is largely new or established, and track how recently onboarded users are settling into the platform.
AI insights in this section help you:
Identify the largest account-vintage cohort.
See the total number of recently onboarded users under one year.
User Mobile App Adoption
This donut chart shows how many users in your organisation are using the mobile app versus those who are not, out of your total user roster.
It helps you identify the gap in mobile adoption and decide whether app onboarding reminders or device token campaigns are needed.
AI insights in this section help you:
See the exact count and percentage of adopted and non-adopted users.
Logins by Hour of Day
This chart shows successful logins by hour of the day (Asia/Kolkata timezone) over the last 90 days, with a trend line overlay.
It helps you understand when your team is most active on the platform so you can align support coverage and scheduled notifications with peak usage hours.
AI insights in this section help you:
Identify the peak login hour and its total login count.
Flag off-hours activity patterns.
Logins by Weekday
This chart shows the weekly login pattern over the last 90 days (Asia/Kolkata timezone), with a trend line overlay.
It helps you understand which days of the week see the highest platform activity and plan reviews, approvals, and reminders accordingly.
AI insights in this section help you:
Identify the busiest and quietest days of the week by login count.
Confirm that weekend activity is typically lower and most contract work is weekday-driven.
Task Health Across Portfolio
This section shows the approval and signing task completion mix across your portfolio, broken down into three categories:
Completed approvals — Tasks that have been approved or signed.
Pending (≤7 days) — Tasks that are pending but within the due date window.
Overdue — Tasks that are more than 7 days past due.
It helps you understand the overall state of your approval backlog and take action to clear overdue items.
AI insights in this section help you:
See the exact percentage and count of completed approvals.
Flag the share of overdue approvals that need escalation or delegation.
Set Turn (Edit-Draft Gate)
This chart shows how contracts are distributed by their Set Turn configuration — which controls who has edit access to a contract draft. Categories shown include Not set (all roles), Business, and Admin.
When Set Turn is not configured, all roles with draft access can edit. Setting a turn restricts editing to the assigned role, giving clearer ownership over the drafting process.
AI insights in this section help you:
Identify the largest segment by turn configuration.
Flag the proportion of contracts with no turn set where edit ownership is unclear.
Credits Utilised by AI Feature
This chart shows AI credit consumption broken down by feature, covering all historical data unless a date filter is applied. Each row displays the feature name, total credits debited, and total number of uses.
Features tracked include AI due diligence, Contract creation, AI playbook review, Codex, Smart extract, AI contract obligations, AI contract clauses, AI contract summary, AI copilot, AI playbook generation, Legistify sign summary, Smart extract verify, and Chatbot.
It helps you understand where your AI budget is being spent so you can review the highest-cost workflows and decide which ones to keep AI-assisted.
AI insights in this section help you:
Identify the feature with the highest credit utilisation.
Confirm whether the date filter is active or all historical data is in scope.
Contract Hygiene Checklist
This table shows data completeness across platform-level fields for all active contracts, regardless of template. Each row shows a hygiene check, the percentage passing, and the number of contracts currently failing.
Checks include:
Has primary assignee set
Has counterparty linked
Has stage set (not Draft)
Has approver assigned
Has at least 1 task created
Has at least 1 obligation
Has expiry / end date set
Has tags or labels applied
Signed copy uploaded
It helps you identify which data fields are most incomplete across your portfolio and prioritise cleanup sprints to improve data quality.
AI insights in this section help you:
Identify the weakest hygiene check — the field failing across the most contracts.
Confirm the strongest check — the field with the highest compliance rate.
Actions You Can Take
Using the Team & Operations dashboard, you can:
Assign primary owners to unassigned contracts to ensure proper escalation routing.
Investigate low monthly roster coverage and take steps to improve platform engagement.
Review role distribution and balance writer and reader access to keep contract work moving.
Escalate or delegate overdue approvals to clear the backlog.
Set Turn on contracts where edit ownership needs to be clearly defined.
Review the highest AI credit-consuming features and tune which workflows stay AI-assisted.
Run a focused cleanup sprint on the hygiene fields with the highest failure rates, starting with counterparty linking and primary assignee assignment.
Conclusion
The Team & Operations dashboard gives you a full operational view of how your team works with contracts — from workload distribution and user engagement to approval health, AI usage, and data quality. With AI-powered insights across every widget, it helps you identify gaps early and take targeted action to keep your team, processes, and data in good shape.