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Team Monitoring
Monitor each lawyer's caseload, completed work, upcoming hearings, and overdue tasks from the Reports Team tab.
Last updated: July 2026
Overview
The Team Monitoring feature gives managers a centralized view of every team member's performance and workload. Access it from the Reports module, which is reserved for manager and admin roles. This is your primary tool for identifying bottlenecks, overloaded lawyers, and team members who may need support.
Accessing the Team Tab
- Click Reports in the left sidebar.
- At the top of the Reports page, select the Team tab (alongside Summary, Financial, and Cases tabs).
- The page loads a table with one row per active team member.
Team Performance Table
The table displays the following columns for each lawyer:
| Column | Description |
|---|---|
| Lawyer Name | Full name and role |
| Active Cases | Total cases currently assigned and open |
| Completed This Month | Cases closed or archived in the current calendar month |
| Upcoming Hearings | Court hearings scheduled in the next 30 days |
| Overdue Tasks | Tasks past their due date that remain incomplete |
Viewing a Lawyer's Detailed Breakdown
Click any lawyer's name in the table to open a dedicated detail panel on the right side of the screen. This panel shows:
- Full list of active cases with status and next hearing date
- Overdue tasks with case reference and days overdue
- A month-by-month chart of cases completed over the last 6 months
- Average time-to-close for completed cases
Tip: Use the period selector at the top of the Reports page to change the reporting window. Options include This Week, This Month, Last 3 Months, Last 6 Months, and Custom Range.
Exporting the Team Report
To share team performance data with firm leadership or for your own records:
- On the Team tab, click the Export button in the top-right corner.
- Choose PDF for a formatted report or Excel for raw data.
- The exported file includes all visible columns and the selected date range.
Note: Team monitoring data is visible only to users with Manager or Firm Admin roles. Individual lawyers can only view their own statistics.
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