Case Overview Report
A comprehensive report covering every case in your firm with key fields, party data, status, and activity. Filterable by case type, attorney, status, and date range.
Dashboards for those who lead and execute, enabling everyone to focus on what matters.
Many systems, one view. Your firm runs across Filevine, LeadDocket, and Microsoft 365. The Trellys substrate pulls them together so dashboards live in one place.
Case-level operations inside the systems your firm already runs.
A comprehensive report covering every case in your firm with key fields, party data, status, and activity. Filterable by case type, attorney, status, and date range.
Identifies cases at risk before they become problems. Combines statute-of-limitations exposure, communication gaps, and time-in-phase delays across your full caseload, with each risk type filterable by attorney, paralegal, or case type.
Tracks settlement performance by case type, attorney, and timeframe. Shows total settlement volume, average settlement size, and outcomes by case status. Universal across firms because every case carries the standard settlement fields.
Acquire, qualify, convert.
Lead volume, conversion rates, and pipeline health by month and source. Built around how PI and immigration firms actually measure intake.
Tracks lead-to-hire conversion across every source and intake step. Shows where prospects drop off so your firm can fix the funnel. Available for firms using LeadDocket as their intake system.
AP, AR, and the money story behind them.
Capture what people say, and what they mean by it.
Each team member sees their own caseload, task list, recent activity, and performance metrics. Helps individual contributors prioritize their day without managers having to ask what they're working on.
Tracks per-person caseload by attorney and paralegal, task completion, recent activity, and burndown trends. Helps partners and managers see who's overloaded, who's productive, and how to balance work.
Identity, data quality, and information risk across the firm. The governance side of IT.