The new Insights Dashboard is live.
Rebuilt from the ground up. Faster, more flexible, and now rolling out across both tiers: Firm Insights and Advanced Insights. Everything you need to spot slowdowns early, staff to demand, and turn happy clients into reviews.
A new home for every metric that matters.
Usage & ROI
See exactly how much the platform is doing for your firm: adoption, activity, and the return behind it, all in one place.
Satisfaction
Firm level NPS at a glance, with drill downs by practice area and by attorney, so you know exactly who and what is driving the score.
› Reviews: track ratings and feedback in one feed.
› Staff Insights: see workload and output by team member.
› Activity Insights: a live pulse on what’s moving across the firm.
› Integration & Sync Health: exception categories surfaced before they grow.
› Customer Scorecard: now built right into the Activity tab.
› Misc improvements: plus a handful of smaller views from your requests.
Slice it any way you need.
Cascading filters
Practice area, record type, user type, and user name, stacked to drill to exactly the slice you want.
Custom date ranges
Go back up to two years, or jump with preset time ranges for instant comparisons.
CSV export in one click
Export any view in a click, now with a new Summary column built in.
Accurate dates & NPS
Dates now respect your firm’s timezone, plus clear NPS conversion tables.
Smoother on every click.
+ Tap any chart for info tooltips, context the moment you need it.
+ Saved column visibility: your layout sticks across reloads.
+ Faster loads with a persistent cache behind the scenes.
+ UI polish straight from bug bash feedback.
Run a tighter operation
Insight that drives action.
● Catch slowdowns early before they reach clients.
● Match staffing to real demand.
● Surface sync issues while they’re still small.
● Turn promoters into Google reviews.
More room, same speed.
A refreshed web app and a brand new iOS client app are on the way. Stay tuned for the next Product Drop.
© Case Status
This is an ongoing product changelog. We’ll keep dropping updates as new features ship.