See the clients, matters, work and money behind the firm in one operating view, then open the number that needs an explanation.
Insight 360 puts the related measures in one clear frame. Every card is the real report component: select one to open its history, filters and range controls.
Clients overview
Fee income, matter load, and receivables for every client, from the portfolio down to the individual file.
620
Total clients
606
97.7%Active clients
$8,234
Revenue per client
2
Open matters per client
Matter Health
WIP against trust balance on every open matter, so exposure surfaces while it's still fixable.
Active
83.8%
1,048 active matters
Available Work Hours and Targets, by Fee Earner.
Scroll horizontally, or use the arrow, Page Up, Page Down, Home, and End keys to view chart categories.
Billed, collected and outstanding.
Collection Rate
60.9%
Revenue per attorney: $365K
$8.4M
Billed
$5.1M
Paid
$3.2M
Outstanding
Move from a firm-wide signal into the history, definition and records that explain it.
Set the reporting period, practice area and owner once. Every number and supporting record updates together.
Move through large record sets without losing the question, sort order or filters that opened them.
Carry the selected period, KPI definition and source rows from the headline into the review.
Insight 360 FAQ
Insight 360 brings the firm’s core client, matter, work and financial measures into one connected dashboard.
It is designed for owners, managing partners and operational leaders who need to review the firm as a whole.
No. dashboardWISE connects to Clio Manage or Smokeball and adds an analytics layer above the system your team already uses.
0
Total Clients
0
0.0%Active Clients
$0
Revenue/Client
0
Open Matters/Client
$0.0M
Total WIP
$0.0M
Total Billables
$0K
Total Expenses
$0K
WIP/Active Biller
Collection Rate
0.0%
Revenue per attorney: $0K
$0.0M
Billed
$0.0M
Paid
$0.0M
Outstanding
Scroll horizontally, or use the arrow, Page Up, Page Down, Home, and End keys to view chart categories.
Scroll horizontally, or use the arrow, Page Up, Page Down, Home, and End keys to view chart categories.
25 users139h Billable Target per workday
Each headline opens into its trend, definition and supporting records. The selected reporting context stays with you all the way down.
1. Choose the KPI
Start with the firm number you want to explain.
Total Outstanding
$1,536,000
Realization Rate
88.4%
Collection Rate
90.4%
Accounts Receivable Days
31 days
2. Open its history
Adjust the range to recalculate the selected KPI and its trend.
Total Outstanding
Monthly KPI history
3. Inspect the source records
Trace the selected result back to the billing rows that produced it.
Source records
Billing rows behind Total Outstanding
| Practice Area | Trust Balance | Revenue Billed | Revenue Earned | Total Outstanding | A/R Days |
|---|---|---|---|---|---|
| Corporate | $684,000 | $4,120,000 | $3,728,000 | $392,000 | 29 days |
| Litigation | $516,000 | $3,340,000 | $3,059,000 | $281,000 | 34 days |
| Employment | $421,000 | $2,560,000 | $2,293,000 | $267,000 | 27 days |
| Family | $348,000 | $2,180,000 | $1,954,000 | $226,000 | 38 days |