The information in this article applies to Acumen, a Practice Management add-on that provides enhanced reporting dashboards for your firm. To learn more, please contact your customer success manager or your account representative.
This product is currently in early access.
This product is currently in early access.
You can filter the information that is displayed throughout the different charts and graphs on the Fee Earner dashboard. As you apply a filter, the data you are viewing in the dashboard is automatically updated.
To do this:
- In Practice Management, go to Insights > Business Intelligence. The Business Intelligence page appears
- On the left side of the page, click Fee Earner. The Fee Earner Dashboard is displayed.
- In the Controls section, click the expand icon (right side of the panel) to show all available filters:
- Fiscal Year: If a fiscal year is specified, the data is compared to the previous year. (Example: Collected Fees 2025 vs. Collected Fees 2024)
- Fiscal Period: If the current month is selected, the current data is compared to the previous month. (Example: Billed Fees November 2025 vs. Billed Fees October 2025)
- Matter Type: Choose one or more matter types you want covered in the dashboard.
- Matter Status: Choose which matters you want to view based on their status: Active, Inactive, or Closed.
- Responsible lawyer: Narrow the view to one or more responsible lawyers within the matters you worked on.
- Client: Choose the client you want to view.
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