The Analytics page, located under the Reports tab in the left-side navigation, provides powerful insight into your Lawmatics data. This page includes a variety of built-in graphs and metrics to help you evaluate:
Conversion rates
Source and practice area performance
Appointment attendance
Matter volume trends
Sales team performance (if enabled)
Let’s walk through each section of the Analytics page from top to bottom.
📅 Date Range
At the top right corner of the Analytics page, you’ll find the date range selector.
You can choose from preset ranges like:
This Week
This Month
Last Month
All Time
Or click Custom to select a specific start and end date.
🧠 The selected date range applies to all graphs on the page and filters data based on the matter creation date.
🧮 Leads at a Glance
This section provides a quick summary of key lead metrics within the selected date range:
📌 Total PNC Matters Created
💼 PNCs Converted to Hired
📈 Conversion Percentage
💰 Estimated Value of PNC Matters
✅ Actual Value of Hired Matters
Use this section to assess overall intake performance and ROI.
🎯 New Lead/Client Goals
You can set custom goals for new leads and hired clients.
Click the gear icon beside each graph to enter your target numbers.
The graph will show your progress toward each goal in real-time.
🔍 Source Stats
This chart breaks down matter performance by source, with color-coded bars:
🟩 Hired
🔵 PNC
🔴 Lost
Additional Options:
Click "View by" (left side) to toggle between Source and Practice Area.
Use the Overview / Percentage Rate toggle (top center) for different views.
📊 These insights help you determine which sources and practice areas are performing best based on volume and conversion rate.
📆 Matter Volume Over Time
This graph shows the number of matters created across time intervals.
View by Matter (all new leads) or Client (converted only)
Time intervals adjust based on the selected date range:
Monthly view for shorter ranges
Yearly view for broader ranges (e.g., All Time)
🧠 Use this graph to identify intake trends by season, month, or year.
📅 Appointment Stats
Track appointment attendance across different appointment types.
Use the dropdown on the left to select an appointment type.
Hover over the graph for a breakdown of:
Total appointments
Shows
No-shows
✅ Make sure you're marking no-show appointments in Lawmatics to ensure accurate stats.
💼 Sales Stats (Optional)
This section appears only if the Sales Team feature is enabled in your Firm Settings.
Sales Team Setup:
Assign a Salesperson to each matter using the Salesperson field.
View performance metrics for each assigned user.
The graph will display:
Salespeople across the X-axis
Number of matters assigned on the Y-axis
Statuses color-coded (e.g., Hired, PNC, Lost)
📊 Stats by Source
This section links to a more detailed view of source-specific analytics.
👉 Learn more: Stats by Source Overview
❓FAQs
🔧 Can I customize the graphs on this page?
You can adjust:
The date range
Some graph settings (e.g., toggles, view filters)
For deeper customization, use Custom Reports
📅 Can I filter this page by conversion date?
No. The Analytics page only filters data based on the matter creation date.
To filter by conversion or other date fields, use the Custom Reports feature.
📤 Can these graphs be exported?
The Analytics page cannot be exported to Excel.
You can print or save the page using your browser’s File > Print options.
Custom reports can be exported to Excel.