Mechanical engineer owners keep new matters in KPIs

Mechanical engineer owners lose KPI accuracy when new client matters are logged manually. Each new matter becomes a KPI entry by attorney and practice area, giving leaders current activity counts.

Overview

Manual logging leaves KPI dashboards unreliable and puts performance reporting at risk. This workflow ensures every new matter creates a KPI entry by attorney and practice area, turning reporting into a current, trustable source so operations leaders can act on real activity counts.

Notable Features

Create KPI entries for new matters
Segment entries by attorney and practice
Notify operations when counts change