Rice Tong
In today’s legal landscape, innovation is no longer about adopting technology for its own sake. Firm leaders now expect revenue-driving outcomes: reduced costs, faster turnaround times, improved client satisfaction, and stronger recoverability.
Legal innovation teams are no longer just tech champions – they’re strategic business enablers, responsible for not just implementing tools, but also demonstrating their impact. To do that, they need something more powerful than assumptions or anecdotes.
Why data-driven reporting matters
Imagine an innovation lead at a top-tier firm who’s just rolled out a new transaction management platform. The adoption phase went well -lawyers were trained, initial matters were set up, and a few internal champions got on board. But two months in, leadership starts asking questions:
- Is it actually being used?
- How much time has it saved us?
- Can we bill more efficiently?
- Has client feedback improved?
Without a way to answer those questions with data, the initiative stalls. Confidence in the project drops. Future funding becomes uncertain.
This scenario is all too common. Reporting isn’t just a checkbox; it’s the mechanism that turns innovation from a pilot into a priority. When legal innovation teams can back up their work with usage metrics, outcomes data, and client impact stories, they gain trust, budget, and momentum.
How reporting looks like in practice
Legal innovation teams typically juggle multiple tools and dashboards, especially in large firms. Some use Excel to track adoption manually. Others rely on email surveys or qualitative feedback from lawyers. A few use built-in dashboards from their legaltech platforms – but not all platforms are created equal.
Here are some common tools and approaches:
- Excel/Google Sheets: Often used for early-stage tracking (e.g. user training attendance, adoption rates). Easy to use, but limited for long-term insights.
- BI Tools (PowerBI, Tableau): Great for visualising large datasets across multiple systems, but often require support from data teams.
The best innovation teams combine these sources to tell a bigger story. They track usage over time, map it to outcomes (like faster closings or reduced admin), and surface insights that drive process improvements or further adoption.
Smarter reporting with Legatics
This is where Legatics makes a real difference. Instead of relying on static spreadsheets or manual updates, innovation teams using Legatics get access to live, real-time data on:
- Matter activity: How many deals are running, and what’s their progress?
- User engagement: Who’s active? Who’s not?
- Client involvement: Which clients are using the platform most?
The newly released Company Management feature adds another layer. Admins can now associate users with specific client organisations, making it easy to generate client-specific reports that show:
- Number of active matters for a client
- Engagement levels across their legal and deal teams
- Repeat usage and platform stickiness
This makes it easier than ever to provide both internal and client-facing reports that speak directly to value. Whether it’s a quarterly leadership update or a pitch meeting with a key account, Legatics data helps innovation teams answer the big question: “Is this making a difference?”
Turning insight into strategy
Reporting doesn’t just validate what’s working – it guides what to do next. Innovation teams can:
- Identify which practice areas are engaging most (and where to roll out next)
- Spot underutilisation and target training
- Track progress against firm-wide innovation goals
- Provide clients with transparency that strengthens trust
Crucially, this kind of insight helps innovation teams shift the perception of legaltech from “nice to have” to “mission-critical.”
Proving ROI with confidence
The best innovation teams aren’t just implementing tools. They’re building business cases, telling stories with data, and driving real change. With the right reporting, they can:
- Secure future funding
- Build internal support
- Deliver more value to clients, and drive recurring business
And most importantly, prove that innovation isn’t a side project – it’s a growth strategy.
Want to prove the impact of your innovation strategy? Book a demo and see how Legatics helps legal teams turn data into results.
Whitepaper
The Hidden Value of Legal Transaction Data: A guide for CXOs and Managing Partners
This whitepaper explores how legal transaction data — often overlooked — can become a powerful driver of insight, efficiency, and client value. Learn how to identify patterns, track client behavior, and make better business decisions with the data you’re already generating.
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