MyCase’s Case Insights page gives your firm actionable intelligence into making smarter, more profitable decisions. The data visualization helps to tell your data’s story and provides an easy snapshot of what is happening within your firm.
To navigate to the Case Insights page click on the Cases tab at the top of your account and then select the sub-tab of Insights (pictured below).
There are five different aspects to Case Insights that will allow you to have a quick snapshot of what is happening at your firm: Total cases open & what has happened in the past 30 days, Open Cases by Practice Area, Cases by Stage, Average Duration Spent in Each Case Stage, and Cases Opened & Closed over time.
In your total open cases chart you will be able to see the total amount of open cases that your firm has at the current time. In addition, this chart will also show the amount of new cases that you have opened in the last 30 days, cases closed in the last 30 days, and the amount of cases that have changed stage in the past 30 days.
Open Cases by Practice Area:
This graph will show you the Top 5 practice areas in a circle separated by different colors. The practice areas, and number of cases, is shown in the on the right hand side. If you hover your cursor over the practice area of your choosing the percentage of total cases that is shown will appear. When you click on a specific practice area in the graph you will be taken to the Case List Report filtered by this practice area. Please note: the total number of cases here may be less than the previous chart if you firm has more than five practice areas.
Cases by Stage:
This graph lists your firm’s top five stages and the amount of cases in each stage. If you would like to get a list of the specific cases in this stage, click on the stage that you would like to see and you will be brought to the Case List Report with this specific stage used as a filter. Please note: This chart only shows your open cases.
Average Duration Spent in Each Case Stage:
In this chart you will be able to see the average duration that your firm’s cases spend in a certain case stage. These stages will be reflective of all time. This chart will also respect the page filters, showing average duration for case stage by practice area, lead attorney and office if filtered.
Cases Opened & Closed over time:
This chart shows the amount of cases that have been opened and closed on a line graph during a particular month. The time reflected in this chart will show data from the previous 12 months. If you hover your cursor over a specific month you will be able to see exact data for that specified month. Your firm can also use the quick links located on the left hand side to see Open and Closed cases year to date and last 12 months to be taken directly to the Case List Report.
Applying Filters to These Insights:
At the top of the Cases Insights page you have the opportunity to apply three different filters that will change the results of these charts. You can filter these charts based on a case’s: assigned Lead Attorney, Practice Area, and assigned Office or a combination of these filters.