Reports & Analytics

Reporting & Analytics Software for Plaintiff Law Firms

Track firm performance through centralized dashboards, operational reports, and real-time analytics designed for personal injury, workers' compensation, mass tort, and plaintiff litigation practices. Every number in your firm — cases, leads, settlements, deadlines, revenue, marketing spend, and staff performance — visible in real time. Stop guessing. Start making decisions.

app.lextiff.com/reports — Smith & Associates

Firm Dashboard

This month 90 days YTD
62
Active cases
$2.4M
Settlement pipeline
73%
Intake conversion
8
SOL alerts
$847K
Settled this month
17
New leads

Cases by stage

Active
34
Demand sent
8
Settlement
5
Intake
12
Litigation
3

Firm overview

One Dashboard for Your Entire Practice

One dashboard. Every case, every attorney, every deadline, and every dollar — updated in real time. No spreadsheets. No asking your team for updates.

Smith & Associates — January 2026

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62
Active cases
+8 this month
$2.4M
Settlement pipeline
Across 8 active demands
8
SOL alerts
3 critical — action needed
73%
Intake conversion
Up from 61% last month

Cases by stage

Active
34
Intake
12
Demand
8
Settlement
5
Litigation
3

New cases — last 6 months

Aug
Sep
Oct
Nov
Dec
Jan

Settlement pipeline

Demand sent $1.2M
In negotiation $850K
Agreed $430K
Paid this month $847K
Intake analytics

Understand Your Intake Pipeline

Find bottlenecks before they cost you cases. See exactly how many leads enter your intake pipeline, how many get qualified, how many sign, and how many become active cases — at every stage.

  • Total leads received by source
  • Qualification rate — leads to signed cases
  • Lead source performance — Google vs Facebook vs Referral
  • Attorney assignment conversion rates
  • Time from lead to signed retainer
  • Drop-off analysis — where leads are lost
  • Month-over-month intake trends
  • Cost per case by lead source

Intake conversion funnel — January 2026

Total leads received
100% 500
Reviewed by team
76% 380
Qualified leads
42% 210
Retainer signed
24% 120
Active cases
14.4% 72

Facebook

32%

of leads

Google

45%

of leads

Referral

23%

of leads

Marketing ROI

See What's Actually Working

Stop splitting marketing budget on guesswork. Track spend, leads, and signed cases by channel side by side, so every dollar is judged on the cases it actually brought in — not just the leads it generated.

  • Ad spend and lead volume by channel
  • Cost per lead and cost per signed case
  • Return on ad spend (ROAS) by campaign
  • Attribution across paid, organic, and referral
  • Lifetime case value by acquisition source
  • Month-over-month channel performance
  • Marketing spend vs revenue generated
  • Campaign-level conversion tracking

Channel performance — January 2026

Spend: $38,200
Google Ads ROAS 4.6x

$18,500

Spend

225

Leads

$82

Cost/lead

54

Cases signed

Facebook Ads ROAS 3.1x

$11,200

Spend

160

Leads

$70

Cost/lead

31

Cases signed

Referral program ROAS 9.2x

$3,500

Spend

85

Leads

$41

Cost/lead

28

Cases signed

Organic / SEO ROAS 1.8x

$5,000

Spend

30

Leads

$167

Cost/lead

7

Cases signed

Attorney workload — Active cases

62 total cases
Sarah M. Senior Attorney
Overloaded 24 cases
David R. Attorney
High 21 cases
Tom K. Paralegal
Normal 17 cases
Lisa P. Associate
Available 0 cases

⚠ Workload imbalance detected

Sarah M. is carrying 39% of all active cases. Consider redistributing 6–8 cases to Lisa P. who currently has capacity.

Team analytics

Balance Workloads Across Your Team

Nobody burns out. Nobody gets buried. Lextiff shows you the workload distribution across your entire team — so you can balance cases before it affects performance or client outcomes.

  • Cases per attorney — live count
  • Workload imbalance alerts
  • Case type breakdown per attorney
  • SOL deadline exposure per attorney
  • Time to first contact tracking
  • Matter assignments
  • Settlement performance by attorney
  • Paralegal task completion rates
Staff performance

Know How Your Team Is Actually Performing

Workload tells you how much someone is carrying. Performance tells you how well it's going. See response times, task completion, client satisfaction, and revenue contribution — by attorney, associate, and paralegal.

  • Settlement / win rate by attorney
  • Revenue generated per attorney
  • Average response time to client messages
  • Task and to-do completion rate
  • Client satisfaction indicators
  • Hours logged vs cases closed
  • Paralegal and support staff productivity
  • Performance trend — month over month

Staff performance — January 2026

4 team members
Sarah M. Senior Attorney
Top performer
$412K revenue · 92% win rate · 1.2 hrs response
David R. Attorney
On track
$298K revenue · 81% win rate · 2.1 hrs response
Tom K. Paralegal
Top performer
96% tasks complete · 18 cases supported · 0.8 hrs response
Lisa P. Associate
Needs support
$64K revenue · 68% win rate · 4.5 hrs response
Settlement analytics

Track Financial Performance Across Your Practice

See your entire settlement pipeline — from demand letters sent to settlements paid — in one view. Know the total value of cases at every stage, and track what's been collected versus what's still outstanding.

  • Total demand value outstanding
  • Cases in active negotiation
  • Settlement agreements signed
  • Disbursements processed this month
  • Average settlement value by case type
  • Average time from demand to settlement
  • Attorney fee revenue tracking
  • Year-to-date collections

Settlement pipeline — January 2026

Demand sent
8 cases $1,200,000
In negotiation
5 cases $850,000
Agreed — processing
3 cases $430,000
Paid this month
6 cases $847,000
$3.33M
Total pipeline
$847K
Collected Jan
$284K
Avg settlement

Deadline dashboard

🔴 Critical — under 30 days

8 cases
Johnson v. Metro Ins. TX · Auto accident 7 days
Chen v. Hospital FL · Med malpractice 23 days

🟡 Warning — 30 to 90 days

14 cases
Davis v. City Transit NY · Slip & fall 71 days
Park v. Landlord LLC CA · Premises 88 days

🟢 Safe — over 90 days

40 cases
Deadline analytics

Keep Critical Deadlines Visible

The reporting dashboard shows every upcoming SOL deadline across your firm — color-coded by urgency. Red, amber, green. No spreadsheet. No mental math. No missed filings.

  • All SOL deadlines — 30, 60, 90 day view
  • Color-coded urgency — red, amber, green
  • Calendar visibility
  • Deadline reporting
  • Firm-wide reporting
  • Historical missed deadline tracking
  • Upcoming milestones and Overdue matters
  • Automated deadline report — weekly email
Case velocity

Identify Matters That Need Attention

See how long every case has been sitting at its current stage. Identify bottlenecks, stalled negotiations, and cases that need attention — before they become problems.

  • Days in current stage — per case
  • Average time per stage across firm
  • Cases stalled over 90 / 180 / 365 days
  • Inactive case reports
  • Outstanding tasks and aging reports
  • Operational insights
  • Average demand-to-settlement time
  • Case age distribution report
  • Bottleneck identification by stage

Cases by time in current stage

Under 30 days Moving well
28 cases
30–90 days Monitor
18 cases
90–180 days Review needed
11 cases
Over 180 days Stalled — action required
5 cases

5 cases stalled over 180 days

Rodriguez v. Builder LLC has been in Active stage for 287 days. Williams v. Hospital has been in Demand for 203 days. Review recommended.

Revenue analytics

Understand Revenue Like a CFO

Go beyond a single pipeline number. See where revenue is actually coming from — by month, by practice area, and by source — and compare it against what you forecasted.

  • Monthly revenue trend — fees collected vs pipeline
  • Revenue by practice area / case type
  • Actual revenue vs forecast
  • Average revenue per case
  • Referral vs direct-sign revenue split
  • Operating cost vs revenue margin
  • Year-over-year revenue comparison
  • Revenue concentration by attorney or source

Revenue — last 6 months

Forecast: $920K
$610K
Aug
$705K
Sep
$660K
Oct
$780K
Nov
$740K
Dec
$847K
Jan

Revenue by case type

Auto accident
$1.42M
Med malpractice
$980K
Premises liability
$540K
Workers' comp
$310K
Mass tort
$180K

Practice management

Run your practice like a business.

Every metric a plaintiff firm needs to make informed decisions — available in real time, without exporting to spreadsheets.

Intake metrics
  • Leads received by source
  • Qualification rate
  • Conversion rate
  • Cost per case
  • Time to first contact
  • Month-over-month trend
Case metrics
  • Active caseload by attorney
  • Cases by stage
  • Case age distribution
  • Stalled case alerts
  • Cases opened vs closed
  • Average case duration
Revenue metrics
  • Monthly revenue trend
  • Revenue by case type
  • Actual vs forecasted revenue
  • Average revenue per case
  • Year-over-year comparison
  • Operating margin
Settlement metrics
  • Settlement pipeline value
  • Demand amounts outstanding
  • Average settlement value
  • Disbursements processed
  • Attorney fee revenue
  • Year-to-date collections
Deadline metrics
  • SOL deadlines by urgency
  • Filing deadlines
  • Court dates upcoming
  • Deadline exposure per attorney
  • Historical compliance
  • Upcoming 30/60/90 day view
Staff performance
  • Cases per attorney
  • Win / settlement rate
  • Revenue generated per attorney
  • Response time tracking
  • Task completion rates
  • Workload distribution
Marketing ROI
  • Spend and leads by channel
  • Cost per lead / cost per case
  • Return on ad spend (ROAS)
  • Channel attribution
  • Campaign conversion tracking
  • Lifetime value by source
Client metrics
  • Portal login frequency
  • Document request completion
  • Message response times
  • Client satisfaction indicators
  • Document upload rates
  • Portal engagement

Reporting by the numbers.

100+

Data points tracked across your firm

100%

Real-time Updates —no manual refresh

0

Spreadsheet exports required

1

Source of truth for your entire firm

24/7

Access from any device

8

Report categories — intake to revenue

Included in Reports & Analytics

Not a basic dashboard. A complete firm intelligence system.

Firm dashboard
Cases by stage
Settlement pipeline
Intake funnel
Lead source tracking
Conversion rates
Marketing ROI tracking
Cost per lead by channel
Campaign attribution
Attorney workload
Workload alerts
Staff performance leaderboard
Deadline dashboard
SOL urgency map
Case velocity
Stalled case alerts
Case age report
Revenue trend reporting
Revenue by case type
Revenue forecasting
Attorney performance
Task completion rates
Portal engagement
Monthly trends
Year-to-date reports
Export to PDF
Share reports
Real-time updates
24/7 access

Run your firm on data,
not gut feel.

Gain visibility into operational performance, financial activity, intake trends, marketing spend, and litigation progress through centralized reporting built for plaintiff law firms.

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