At Litify, we're thrilled to connect virtually with our user community through our Liticast program, which fosters new ways for clients to learn from each other and share best practices.
In a recent session, Emily Merryman, COO at Taylor King Law, offered a deep dive into how her firm leverages dashboards and reporting within Litify to drive performance, improve collaboration, and enhance user adoption.
The value of real-time dashboards
Emily described the journey from using traditional tools, like whiteboards and printed case lists, to adopting Litify's dynamic dashboards. The transition was rooted in the desire for clear, actionable insights both at the macro (firm-wide goals) and micro (individual performance) levels.
Dashboards enable real-time visibility into goals, fostering accountability and proactive improvements over relying on lagging indicators.
Key takeaways
- Dashboards are fluid: Emily’s team learned to see dashboards as evolving tools. They’re updated often, based on user feedback, ensuring relevance and encouraging staff engagement.
- Onboarding and adoption: Every new process is paired with a dashboard component, making change management more intuitive and measurable.
- Employee engagement: Friendly competition and individual performance tracking (like retainer agreements signed on first call) have driven conversion rates from 33% to 58% in just a month.
- Records management revolution: The “get it to zero” dashboard approach helped reduce records over 60 days old from 600+ to under 100 and doubled the number of records received monthly. Time on desk for cases dropped from 142 days to just 65!
- Attorney performance: Dashboards now guide everything from caseload management to “eating frog” tasks (tackling the toughest issues first), with quarterly matter grading sessions to ensure cases are on the right path.
- Collaboration and communication: The new dashboards reduce the “volleyball effect” (passing tasks back and forth) by clearly surfacing what each department needs from the others. This has led to less noise, better communication, and more efficient case handling.
Practical tips for effective dashboards
- Always ask for team feedback, and act on it quickly.
- Use dashboards for both onboarding new staff and driving the adoption of new processes.
- Find the right balance between lists/views and dashboards to reduce information overload, especially for new hires.
- Measure, iterate, and celebrate progress with your team.
Looking ahead
Taylor King Law is now building more management and marketing dashboards to tie business intelligence to strategic decisions and budgeting, ensuring every marketing dollar is accounted for and optimized.
Read more about the firm’s Litify journey, including how they increased their intake conversion rate by 50%.
