Contingency Analytics Dashboard — Understanding Your KPIs
A detailed guide to each metric on the Contingency Analytics dashboard: how it’s calculated, what it tells you, and how to act on it.
Total Settlements
What it shows: Count of settled cases and the total dollar value of settlements in the selected date range. Only cases with a settlement amount greater than $0 are included.
Why it matters: Your headline volume and revenue number. Track this over time to see whether your settlement pace is growing.
Avg Fee Recovery %
Formula: Fee Amount ÷ Settlement Amount × 100, averaged across settled cases
What it tells you: On average, what percentage of each settlement your firm retains. This reflects your fee structure, expense arrangements, and negotiation outcomes.
Benchmarks:
| Range | Interpretation |
|---|---|
| ≥ 30% | Strong — consistent with standard contingency fee structures |
| 20–30% | Moderate — may indicate high expenses reducing net fee, or lower fee percentages |
| < 20% | Low — investigate whether expenses, liens, or fee discounts are eroding recovery |
Note: The KPI card currently displays as a plain number. Color-coded thresholds (green/orange/red) are planned — see the scatter plot on the Revenue Analytics tab for color-coded performance bands today.
Avg Case Duration
Formula: Average days from matter open date to settlement date
What it tells you: How long your cases take from intake to resolution. Longer durations mean more carrying costs and delayed revenue.
What to do when it’s high: Check the Velocity tab for practice area and attorney breakdowns. Use the Stalled Cases table to identify specific cases tying up resources.
Settlement Pipeline by Stage
What it shows: A bar chart with case count and dollar value at each of the 8 lifecycle stages: Intake, Declined, Active/Pre-Litigation, Litigation, Settlement Pending, Settled, Dismissed, Closed.
What to look for:
- Heavy concentration in early stages with few settled cases = potential conversion problem
- High dollar value stuck in “Settlement Pending” = revenue waiting to land
- Declined/Dismissed counts show your case attrition rate
Case Revenue Scatter Plot (Revenue Analysis Tab)
What it shows: Each dot is one settled case. X-axis = Settlement Amount ($). Y-axis = Fee Recovery (%). Color indicates performance bands.
How to read it:
- Green dots (High, ≥30%) — Cases where your fee recovery is strong
- Orange dots (Moderate, <30%) — Worth investigating; check if high expenses or liens reduced your effective fee
A dotted reference line at 30% separates the two bands. Hover over any dot to see matter name, client, practice area, settlement amount, fee %, fee amount, and case duration.
Stalled Cases (Velocity Tab)
What it shows: Open cases that have been pending longer than 365 days (configurable). Includes running case costs so attorneys can self-assess case economics.
What to do: Use this table in weekly team meetings. For each stalled case, determine: Is this case still viable? Should we increase settlement pressure? Are carrying costs exceeding likely recovery?
Data Quality Indicators (Summary Tab)
What it shows: Percentage of your cases with key fields populated (fee data, expense data, practice area, marketing source).
Why it matters: The dashboard’s insights are only as good as your data. Low coverage means charts may be incomplete or skewed. Work with your team to populate practice area and marketing source on all contingency matters for the best results.