Litigation Starter Dashboard
TeamConnect Business Intelligence provides a number of starter dashboards. These dashboards can be configured to meet your specific needs, as they may not work with your system without customization and you may need to remap certain fields depending on your data model.
The minimum version that supports this litigation starter dashboard is TCBI 6.2.0 and is available for both TeamConnect Essentials and TeamConnect Enterprise versions.
Introduction
The litigation starter dashboard provides an overview of open litigation work by various criteria and supports decisions based on matter workload for the litigation attorneys and litigation practice lead.
Open Litigation by Sub-Type provides the breakdown list of all open litigation matters based on the sub-type.
Open Litigation by Litigation Phase provides an amount of open litigation matters in each phase.
Open Litigation by Main Assignee and Phase provides the details of open litigation matters according to the primary assignee in terms of phases. Add or remove main assignees to/from the chart using the main assignee filter.
Cost Center Amount Charged by Litigation Type
Top 10 Matters: Budget to Spend displays the list of top 10 litigation matters on which amount is spent.
Top 10 Firms: Budget to Spend displays the list of top 10 firms on which amount is spent.
Trailing 12 months (TTM) NewMatters Opened by Month and TTM Matters Closed by Month
Average Cycle Time(days) is the average time it takes for a matter to close in each litigation sub-type.
Budget vs. Spend is the overall indicator that shows actual spend compared to the total budget for all vendors for this matter. The number on bottom shows the spend, and the number on the right of the indicator shows total budget. You can adjust the fiscal year (current year, last fiscal year or entire matter life) to view budget and spend for a specific time period for all reports on this screen.
Detailed Specifications
| Widget Name | Description | Type | Parameters | Obeys dashboard filters | Design | |
|---|---|---|---|---|---|---|
| Essentials (EaB) |
Enterprise (Legal/FM) | |||||
| Open Litigation by Sub-type | For Essentials (EaB): Count of all open matters for matter sub-type as litigation For Enterprise: count of all open disputes for dispute category = litigation |
Bar |
Category: Matter Details / matter sub-type Values: Matter / # of unique by matter number; sort descending Widget filter: Matter / Matter current phase (TEXT containing "open") |
Category: Dispute / Dispute default category full Values: dispute / # of unique dispute number; sort descending Widget filter: Dispute / dispute current phase (TEXT containing "open") |
Yes | X-axis & Y-axis: grid lines, labels |
| Open Litigation by Litigation Phase | count of all open matters for matter sub-type = litigation broken by litigation phase | Column |
Category: Matter:Litigation details / Litigation Phase Values: Matter / # of unique matter number Widget Filters: Matter / Matter current phase (TEXT containing "open"; matter:litigation details / Litigation phase (filter out NA) |
Not available for Enterprise as there isn't a field mapping to Litigation Phase in the out-of-the-box implementation. |
Yes | X-axis & Y-axis: grid lines, labels |
| Open Litigation by Main Assignee | count of all open disputes for dispute category = litigation broken by main assignee | Bar | NA |
Category: Dispute / Dispute Main assignee name Values: Dispute / # of unique dispute number (ranked by top 10, sorted descending) Widget Filters: Dispute / Dispute current phase (TEXT containing "open") |
Yes | X-axis & Y-axis: grid lines, labels |
| Open Matters by Main Assignee and Phase | count of all open matters for matter sub-type = litigation broken by main assignee and litigation phase | Bar |
Category: Matter / Matter Main assignee name Values: Matter / # of unique by matter number (ranked by top 10, sorted descending) Break by: Matter:Litigation details / Litigation phase Widget Filters: Matter / Matter current phase (TEXT containing "open"); matter:Litigation details / Litigation phase (filter out NA) |
NA | Yes |
Legend: bottom X-axis & Y-axis: grid lines, labels |
| Cost Center Amount Charged by Litigation Type |
For Essentials (EaB): |
Column |
Category: invoice cost center allocation details / Linked cost center name Values: invoice cost center allocation details / (total) converted currency amount charged Break by: matter details / matter sub-type Widget filters: invoice cost center allocation details / Linked cost center name (filter out NA) |
Category: matter cost centers / cost center Values: matter cost centers / (total) amount charged Break by: dispute / dispute default category full Widget filters: matter cost centers / cost center (filter out NA) |
Yes |
Legend: Bottom |
| Top 10 matters: Budget to spend | top 10 highest spend litigation matters | Bar |
Category: matter / matter name Values: account budget and spend / account total spend, ranking top 10, sort descending, conditional fomatting - yellow: less than 90% of budget, red: greater than 110% of budget, green: between 90% to 110% of budget; account budget and spend / account total budget allocated |
NA | Yes |
Legend: bottom X-axis & Y-axis: grid lines, labels |
| Top 10 disputes: Budget to spend | top 10 highest spend litigation disputes | Bar | NA |
Category: dispute / dispute name Values: account budget and spend / account total spend, ranking top 10, sort descending, conditional formatting - yellow: less than 90% of budget, red: greater than 110% of budget, green: between 90% to 110% of budget; account budget and spend / account total budget allocated |
Yes |
Legend: bottom X-axis & Y-axis: grid lines, labels |
| Top 10 firms: Budget to spend | For Essentials (EaB): top 10 highest spend firms with litigation matters For Enterprise: top 10 highest spend firms with litigation disputes |
Bar |
Category: account budget and spend / account vendor Values: account budget and spend / account total spend, ranking top 10, sort descending, conditional formatting - yellow: less than 90% of budget, red: greater than 110% of budget, green: between 90% to 110% of budget; account budget and spend / account total budget allocated |
Category: account budget and spend / account vendor Values: account budget and spend / account total spend, ranking top 10, sort descending, conditional formatting - yellow: less than 90% of budget, red: greater than 110% of budget, green: between 90% to 110% of budget; account budget and spend / account total budget allocated |
Yes |
Legend: bottom X-axis & Y-axis: grid lines, labels |
| TTM New Matters Opened by Month | month wise trend for new matters | Line |
X-axis: matter details / (months in) opened on Values: matter / (count of) matter number Widget filters: matter / matter current phase (TEXT equals "open"); matter details / opened on = last 360 days |
NA | Yes |
Line: straight Line width: bold Legend: bottom X-axis & Y-axis: grid lines, labels |
| TTM New Disputes Opened by Month | month wise trend for new disputes | Line | NA |
X-axis: dispute / (months in) dispute opened on Values: dispute / (count of) dispute number Widget filters: dispute / dispute current phase (TEXT equals "open"); dispute / dispute opened on = last 360 days |
Yes |
Line: straight Line width: bold Legend: bottom X-axis & Y-axis: grid lines, labels |
| TTM Matters Closed by Month | month wise trend for matter closure | Line |
X-axis: matter / (months in) matter closed on Values: matter / (count of) matter number Widget filters: matter / matter current phase (TEXT equals "closed"); matter / matter closed on = last 360 days |
NA | Yes |
Line: straight Line width: bold Legend: bottom X-axis & Y-axis: grid lines, labels |
| TTM Disputes Closed by Month | month wise trend for dispute closure | Line | NA |
X-axis: dispute / (months in) dispute closed on Values: dispute / (count of) dispute number Widget filters: dispute / dispute current phase (TEXT equals "closed"); dispute / dispute closed on = last 360 days |
Yes |
Line: straight Line width: bold Legend: bottom X-axis & Y-axis” grid lines, labels |
| Average Cycle Time (Days) | For Essentials (EaB): average days to close a litigation matter for each sub-type For Enterprise: average days to close a litigation dispute for each litigation dispute category |
Pie |
Category: Matter Details / matter sub-type Values: AVG(DDIFF(matter / (days in) matter closed on (minus) - matter details / (days in) opened on)) Widget filter: Matter phase history / Matter phase name (TEXT equals "closed") |
Category: Dispute / dispute default category full Values: AVG(DDIFF(dispute / (days in) dispute closed on (minus) - dispute / (days in) dispute opened on)) Widget filter: Matter phase history / Matter phase name (TEXT equals "closed") |
Yes |
Type: classic Labels: categories, values, percent |
| This Fiscal Year: Budget to Spend | Spend value vs. budget for current financial year | Indicator |
Values: account budget and spend / SUM(account total spend) min: 0 max: account budget and spend / (total) total budget allocated Widget filter: account budget and spend / account period start on = (time frame) this year |
Values: account budget and spend / SUM(account total spend) min: 0 max: account budget and spend / (total) total budget allocated Widget filter: account budget and spend / account period start on = (time frame) this year |
except Matter details / (years in) opened on | Components: ticks, labels, title |
| Last Fiscal Year: Budget to Spend | Spend value vs. budget for last financial year | Indicator |
Values: account budget and spend / SUM(account total spend) min: 0 max: account budget and spend / (total) total budget allocated Widget filter: account budget and spend / account period start on = (time frame) last year |
Values: account budget and spend / SUM(account total spend) min: 0 max: account budget and spend / (total) total budget allocated Widget filter: account budget and spend / account period start on = (time frame) last year |
except Matter details / (years in) opened on | Components: ticks, labels, title |
| Life of Matter: Budget to Spend | Spend value vs. budget irrespective of fiscal year | Indicator |
Values: account budget and spend / SUM(account total spend) min: 0 max: account budget and spend / (total) total budget allocated |
NA | Yes | Components: ticks, labels, title |
| Life of Dispute: Budget to Spend | Spend value vs. budget irrespective of fiscal year | Indicator | NA |
Values: account budget and spend / SUM(account total spend) min: 0 max: account budget and spend / (total) total budget allocated |
Yes | Components: ticks, labels, title |
| Litigation Summary | For Essentials (EaB): List of litigation matters including their primary matter type/subtype, opened date, current phase (open or reopened), and primary assignee. For Enterprise: List of litigation disputes including their dispute category, opened date, current phase (open or reopened), and primary assignee. |
Pivot |
Columns: Matter #, Matter Name, Matter Type, Matter Subtype, Litigation Phase, Matter phase, Open Date, Main Assignee Name, Primary OC Widget Filters: matter / matter current phase (TEXT containing "open") |
Columns: Dispute #, Dispute Name, Dispute default category full, Dispute current phase, Dispute Opened on, Involved Party contact full name, Dispute Main Assignee Name, Primary key Widget Filters: matter / matter current phase (TEXT containing "open") |
Yes | borders, manual column width, alt. colors, word wrap, 25 items per page |
Implementation Notes
For TeamConnect Enterprise, Litigation phase field does not exist in the out-of-the-box environment with Legal+FM, it’s advised to be added to the dashboard if you are tracking litigation phases as a custom field.
Summary
As a quick summary, this dashboard addresses some of the following activities:
- How are we tracking Spend vs. Budget?
- What are we working on?
- Am I using my resources optimally?
- Are my vendors submitting accurate budgets?
- What matters should I pay attention to or escalate?