Looplex Dashboards

Looplex Dashboards brings together visualization and analytics capabilities to help you monitor legal operations and make informed decisions. You can use dashboards available on the platform, work with visualizations developed for your organization, or create your own views with the Assistant.

These options support everything from ongoing monitoring of a case portfolio to an analysis created to answer a specific question as you work.

Three ways to visualize your data

Standard dashboards and visualizations

Looplex provides dashboards and visualizations built into its products. They let you track information and metrics in dedicated dashboards and at different points in the Looplex Cases experience.

These views help you consult data in the context of your work, identify situations that need attention, and track progress. Available metrics depend on the product, your environment’s configuration, and the information recorded.

Custom dashboards and visualizations

Your organization can work with Looplex to develop dashboards through consulting services.

The work starts with the questions your organization needs to answer, which guide the choice of metrics, data sources, filters, and presentation formats. The scope can include integrating information and building dashboards suited to the client’s management processes.

This option addresses specific monitoring and analysis needs within the agreed scope of services.

Dashboards and visualizations created with the Assistant

You can also create visualizations during a conversation with the Assistant. Describe what you want to understand and which information should be considered.

The Assistant turns data available in the context of your task into charts, tables, dashboards, and other visual representations. You can request adjustments, change how information is grouped, add comparisons, or explore another aspect of the data.

For example:

• “Show the distribution of these cases by stage and highlight those that have gone the longest without activity.”
• “Compare spending in this portfolio by practice area and period.”
• “Create a dashboard showing the number of matters, the amounts involved, and the people responsible.”
• “Organize the obligations in these contracts into a timeline.”

AI visualization creation is part of the Assistant, which is being rolled out gradually to the entire customer base.

What you can analyze

Visualizations help turn information from legal operations into a clearer basis for decisions. Applications include:

• Case and matter portfolios: distribution by stage, category, responsible person, period, or other relevant criteria.
• Deadlines and activities: workload, outstanding tasks, delivery progress, and areas where work is concentrated.
• Expenses and amounts involved: comparisons across periods, practice areas, portfolios, and categories.
• Teams and service providers: distribution of activities and tracking of service and performance metrics.
• Contracts and legal content: comparisons of information extracted from documents, obligations, dates, and other elements of an analysis.

The possibilities depend on the information available and the purpose of the visualization.

Ongoing monitoring and on-demand analysis

A dashboard used for ongoing management follows its configured data sources and refresh schedules.

A visualization created by the Assistant may represent a snapshot of the information used in that analysis. When new data becomes available or you have another question, you can request an update or a new view.

Interactive features let you explore filters, comparisons, and details. Data updates follow the configuration of each experience.

Visualizations in the context of your work

In Workbench, the Assistant can present interactive visualizations to help you explore information and carry out an analysis. These visualizations are part of the conversation and can be adjusted as the task evolves.

When your goal is to communicate information in a pleading, contract, proposal, presentation, or memorandum, you can also create visual materials for that document.

Learn about Looplex Visual Law to create charts, timelines, diagrams, and other visual representations with AI.

Getting started

In Looplex products, explore the dashboards and visualizations available in your environment. To create a view with AI, open the Assistant and describe the question you want to answer, identifying the relevant data or documents.

If your organization needs dashboards tailored to its management processes, contact the Looplex team about a consulting project.