Overview

EvolveGo has a number of easy to read Dashboards and Reports to help you understand how your business is running. These New Business Dashboards, Matter, Matter type and Fee Earner reporting. 

The Firm Insights dashboard is only available to Firm Owners.

Accessing Firm Insights

The Firm Insights Dashboards are accessed via the Firm Insights tab on the main home screen.

There are 4 sections withing Firm Insights that offer the following reports:

Dashboards

A suite of pre-made dashboards:

• New Business Insights
• Conveyancing/Settlement Insights
• Activity Insights
• New Matter Insights
• Lead Insights
• Hourly Billing Performance

Matter

Customisable reports on:

• Matters with activity performed
• Matters Opened
• Matters Closed
• Matters with a Settlement date

Filtered by Matter type, Person Responsible or Billing Type.

Matter Type

Similar report to the Matter section, but matters are consolidated into their respective Matter Types.

Fee Earner

Activities and fees recorded during a specified time period.