Reporting & Insights
Turn Your Practice Data into Business Intelligence
Track revenue, referrals, and outcomes with powerful reporting tools designed for mediators.
Feature Overview
Your platform data powers visual dashboards that track key metrics like revenue, case volume, and settlement rates—exportable for further analysis.
Key Benefits
Financial Performance Dashboard
Track total revenue, amount owed, and payments received over custom date ranges to monitor cash flow and financial health
Case Volume & Outcome Analysis
See how many cases you're completing each week or month and analyze your settlement rates over time.
Identify Top Clients & Firms
Generate reports to see which attorneys and law firms are bringing you the most business, helping you focus your marketing efforts.
Customizable Data Views
Filter your case and financial data by date range (this week, this month, custom) to get the specific insights you need
Easy Data Export (CSV/Excel)
Export any report to CSV or Excel for easy sharing with your accountant or for deeper, offline analysis.
Practice Overview Dashboard
Your main dashboard provides a high-level overview of upcoming cases, recent payments, and overdue tasks, giving you a daily snapshot of your practice.
How It Works?
Mediate as Usual
Every case you book, invoice you send, and payment you receive is automatically logged as structured data in the platform.
Visit Your Dashboard
Navigate to your main dashboard or billing section to see high-level statistics and recent activity.
Select a Date Range
Use the intuitive filters to view data for this week, this month, this year, or a custom date range.
View Key Metrics
Instantly see your total revenue, outstanding payments, number of completed cases, and settlement rates for the selected period.
Analyze Case Data
Review detailed tables of your cases and payments, sortable by date, status, or amount.
Export Reports
With one click, download any report as a CSV or Excel file to share with your accountant or for further analysis.
