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Protect matter profitability with role-based performance dashboards
Matter insights give law firms role-based dashboards that reveal how matters are progressing financially and operationally. Partners and practice leaders can track realization, WIP movement, resource utilization patterns, and billing signals in one place so corrective action happens before profitability slips.
Why matter profitability problems appear too late
Many law firms only discover margin erosion after billing cycles close. The root cause is fragmented visibility across matter progress, resource activity, and financial signals. When these insights live in separate systems, leadership reacts after realization has already declined.
Matter performance data is scattered across finance, timekeeping, and reporting tools
WIP, billing progress, and realization signals are not visible early enough
Fee earner allocation and matter trends remain difficult to interpret
Financial indicators such as write-offs or delays appear only after invoices are drafted
Surface matter performance and financial signals in one view
Matter insights provide law firms with role-based dashboards that reveal how matters are performing across financial, operational, and resource dimensions. Practice leaders and partners can move from portfolio-level visibility into specific matters within seconds.
Connected reporting surfaces the indicators that influence profitability so leaders can investigate quickly and intervene earlier.
- Track matter progress alongside financial indicators such as realization, WIP, and billing activity
- Monitor utilization patterns and fee earner allocation
- Explore matter performance metrics through drill-through reporting and dynamic filters
The matter insights app works best alongside our complete AI-powered legal matter management platform.
Detect matter risks and profitability gaps before they grow
Matter insights provide configurable dashboards that highlight financial and operational signals across matters. By combining performance indicators with financial visibility, law firms gain earlier awareness of issues that could impact realization or matter profitability.
Detect at-risk matters before realization declines
Monitor the financial and activity signals that reveal declining realization or growing lockup before invoices are finalized. Dashboards highlight trends that require leadership attention.
- Surface matters approaching budget thresholds or reduced realization
- Review performance indicators across active matters and portfolios
- Investigate matter progress and fee earner utilization
Identify imbalances that affect profitability
Resourcing decisions directly influence matter margins. Clear visibility into time allocation and workload distribution helps leaders identify inefficiencies early.
- Review billable and non-billable activity by lawyer, practice group, or matter
- Identify underutilized or overloaded resources across active matters
- Analyze workload distribution across teams and offices
Connect financial indicators to matter performance
Matter insights combine financial reporting with operational data so leaders understand how financial outcomes relate to matter progress.
- Compare agreed or budgeted fees against recorded activity across matters
- Monitor WIP balances, realization trends, and billing readiness
- Evaluate profitability signals across portfolios or practice groups
Move from portfolio visibility to matter-level insight instantly
Interactive dashboards allow leaders to explore the drivers behind performance indicators without exporting reports or requesting additional analysis.
- Filter dashboards by department, partner, cost center, or reporting period.
- Drill into time records, resource utilization, and billing status
- Analyze financial and operational indicators within the same view
Surface operational risks before billing cycles close
Operational dashboards highlight exceptions that could affect billing cycles or matter profitability. Early visibility allows partners and finance teams to intervene sooner.
- Identify deviations between estimated and recorded time
- Detect delayed matter progress or stalled activity
- Monitor exception patterns across the matter portfolio
Ask copilots within evergreen for instant matter insights
Copilots within evergreen allow users to interact with matter data using natural language inside Microsoft Teams. Partners and finance leaders can explore performance signals without navigating multiple systems.
- Ask questions such as “Which matters show declining realization?”
- Generate summaries of matter profitability and WIP trends
- Retrieve reports and investigate exceptions directly in Teams
Explore matter performance in three simple steps
Whether reviewing profitability signals or investigating operational issues, matter insights simplify how leadership interacts with firm data.
- Step 1
Access matter insights through Microsoft Teams or Microsoft Power BI to review role-specific dashboards.
- Step 2
Use filters and drill-through reporting to analyze realization, resource utilization patterns, or WIP movement.
- Step 3
Ask copilots within evergreen to investigate anomalies, summarize performance, or retrieve reports.
Equip every leadership role with the right insight
Matter insights deliver role-based visibility across legal operations, helping teams understand financial signals, resource utilization patterns, and matter performance indicators.
Partners and practice leaders
Monitor realization, matter profitability, and workload trends across active matters to identify risks early.
Finance teams
Track WIP, billing readiness, and profitability indicators while evaluating financial performance across matters.
HR and talent teams
Understand resource demand, utilization patterns, and workload distribution across practice groups.
Client relationship leaders
Review matter activity, engagement trends, and financial signals when discussing progress with clients.
evergreen and empower: intelligence built into your Microsoft tenant
evergreen provides the operational and financial foundation for law firms, connecting matter activity, time capture, and financial data within one governed system.
empower is the decision intelligence layer that sits above your system of record or evergreen. It interprets operational data, applies services-specific context, and uses AI agents and copilots to guide financial decisions across the matter lifecycle.
Because every insight is grounded in real firm data, partners and operations leaders can identify matter performance risks earlier, investigate realization and WIP signals quickly, and make informed decisions across the matter portfolio.
Explore other evergreen end user applications
time application
Simplify time capture and approvals with intelligent prompts and automated tracking.
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finance insights
Gain visibility into billing activity, realization trends, and financial performance.
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pulse application
Coordinate requests, approvals, and operational workflows across firm teams.
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FAQs
What is matter insights used for?
matter insights help law firms monitor matter performance across financial indicators, resourcing activity, and operational progress. Dashboards surface signals that influence realization, WIP movement, and profitability so leadership can act earlier.
How does matter insights improve operational visibility?
It brings together matter activity, resource utilization patterns, and financial signals into unified dashboards. Partners and finance teams can identify risks earlier and investigate performance drivers quickly.
Can I track financial indicators such as realization or WIP?
Yes, matter insights surfaces financial indicators such as WIP movement, billing readiness, and realization trends so leadership can understand profitability across matters.
How do copilots within evergreen help users analyze matter data?
Copilots allow users to ask questions about matter performance and financial indicators using natural language. The system retrieves insights and reports directly from firm data.
Can the dashboards support large portfolios of matters?
Yes, matter insights supports portfolio-level visibility across large volumes of matters while still allowing users to drill into specific matters for detailed investigation.