Using the Contingency Analytics Dashboard
Access the Contingency Analytics dashboard in LeanLaw to monitor your contingent fee practice — settlement volume, fee recovery, case duration, pipeline health, and data quality — across three tabs, and understand how each metric is calculated.
Accessing the Dashboard
Navigate to Overview → Contingency Analytics in the left sidebar. The dashboard has three tabs: Summary, Revenue Analytics, and Velocity. Use the filter bar at the top to narrow by Date, Responsible User, Marketing Source, Practice Areas, or Status.
Summary Tab
| KPI | Formula / What It Measures | What It Tells You |
|---|---|---|
| Total Settlements | Count and total dollar value of settled cases with settlement amount > $0, in the selected date range | Your headline volume and revenue number — track over time to see whether settlement pace is growing |
| Avg Fee Recovery % | Fee Amount ÷ Settlement Amount × 100, averaged across settled cases | What percentage of each settlement your firm retains. ≥30% is strong; 20–30% moderate (check expenses/fee %); <20% investigate liens, expenses, or discounts. Does not currently adjust for co-counsel or referring attorney fee deductions — see Co-Counsel and Referring Attorney Fees on a Settlement. |
| Total Settlements Amount | Sum of all recovery amounts for settled cases | Portfolio-level revenue scale |
| Avg Case Duration | Average days from matter open date to settlement date | How long cases take from intake to resolution — check the Velocity tab and Stalled Cases table when this is high |
Note: KPI cards display as plain numbers. Color-coded thresholds are planned — the scatter plot on the Revenue Analytics tab shows color-coded performance bands today.
Settlement Pipeline by Case Status — horizontal bar chart of expected settlement amounts by status (Intake, Declined, Active/Pre-Litigation, Litigation, Settlement Pending, Settled, Dismissed, Closed). Heavy early-stage concentration with few settled cases suggests a conversion problem; high value stuck in “Settlement Pending” is revenue waiting to land.
Data Quality Indicators — six coverage metrics (Fee Data, Marketing Source, Case Status, Expense Data, Expected Settlement Amount, Expected Settlement Date) showing what percentage of your contingency matters have each field populated. Low coverage (orange/red) means charts may be incomplete — populate these fields for accurate analytics.
Revenue Analytics Tab
Case Revenue Scatter Plot — each dot is one settled case. X-axis = Recovery Amount, Y-axis = Fee Recovery %. Green (≥30%) = strong; Orange (<30%) = worth investigating for high expenses or liens. Hover for matter name, client, practice area, settlement amount, fee %, fee amount, and duration.
Revenue by Attorney — table of each attorney’s # Cases, Sum Settled, Avg Fee %, Avg Duration.
Settled Cases Detail Table — full detail: Matter Name, Client Name, Practice Area, Marketing Source, Responsible User, Recovery Amount, Total Expenses, Attorney Fee, Client Net Recovery, Fee Recovery %, Settlement Completion date.
Revenue by Practice Area / Marketing Source — two bar charts of average fee recovery % by practice area and by lead source.
Velocity Tab
Average Duration Histograms — case duration by Practice Area and by Attorney, side by side.
Stalled Case Table — open cases pending longer a year, with running case costs so attorneys can self-assess case economics. Use in team meetings: is the case still viable, should settlement pressure increase, are carrying costs exceeding likely recovery?
Case Lifecycle Funnel — case count at each lifecycle stage, to visualize pipeline flow and attrition.
Who Should Use This
| Role | Primary Value |
|---|---|
| Managing Partner | Monitor firm-wide contingency performance, identify underperforming case types |
| Firm Administrator | Track data quality, ensure fields are populated for accurate reporting |
| Attorney | Review personal metrics (fee %, duration, stalled cases), compare to firm averages |