Analytics
Analytics shows the shape of the practice at a glance. Each view opens with a plain sentence ("Lerato carries 44% of the open matters") and links to the report behind it.
Pick a view from the sidebar (or search for one). Where a view has a period switch, choose Last 12 months (the default), This year, Financial year or All years. Every view has a Show the numbers option and a link to open the matching report.
Matters
| Matters over time | How many matters you open and close each month: opened, closed, change in open matters and open today, with a chart of opened versus closed and one of open matters at each month-end. |
| Pipeline | Open matters by type and status (Open, Re-opened, Awaiting payment, Closed, Finalized). Switch between open matters and all matters. |
| Referral sources | New matters per referral source, each source's share, how many are still open, and how many matters have no source recorded. |
| Client growth | New clients, returning clients and clients on file, per month. |
Team and diary
| Fee earner workload | Open matters per fee earner with how many they opened in the last 90 days, plus overdue diary entries and what's due in the next seven days for each person. |
| Diary health | What is overdue and how late (1–7, 8–30, 31–90 and over 90 days), overdue per fee earner, and what's due in each of the next eight weeks. |
Money
Fee income for the period (excluding VAT and disbursements), what you hold in trust for clients today, fees you can take from trust, and what clients still owe. Charts show fee income per month, split between fees transferred from trust and fees paid straight to business, and the trust balance at the end of each month.
Something unclear or out of date? Email hello@caseo.co.za.