Track Matters' Time in Pipeline Stages

As your leads and matters are flowing through your various pipelines you may find it useful to track the amount of time a matter has spent in a particular stage. Lawmatics allows you to do this easily by enabling the "Track Time in Stage" feature.

Simply go to the pipelines page in settings and click the edit pencil for any of your existing stages, or create a new one, and you will see the option shown above.

When this toggle is turned on, the system will automatically log the amount of time any matter spends in that stage. This will be useful for your firm's reporting to locate bottlenecks in your process.

Discover where leads tend to get stuck or delayed in your pipeline. Armed with these insights, you can fine-tune your processes and make informed changes that smooth out your lead journey, ultimately accelerating conversions.

There are several ways to access your time in stage data for matters. First, on the matter's profile you will see a gray button labeled Show Details on the right side underneath the pipeline diagram:

Click this button, highlighted above, to view the time in stage for this matter.

NOTE: only stages where you have toggled on the option to track time in stage from your pipeline settings page will be tracked. If you wish to track the time in every stage, make sure to toggle on that option for each and every stage within your pipeline(s).

You can also view this data in your custom reports. When creating a report you will see the time in stage fields available as both columns and filters.

Use this data in your reports to help gain key insights on your firm's pipeline process!

You can also utilize this feature in automations. Say you want to automatically receive a task to reach out if someone has been in the "Retainer Sent" stage for more than 24 hours. You can use the "time in stage" match on fields entry condition to make sure they enter into the automation so you can be notified to reach out to them!