Legal Department Dashboard Configuration Form

Streamline Your Legal Department Dashboard Setup with Paperform

For law firms and in-house legal departments, tracking the right metrics is essential for managing caseloads, measuring performance, and demonstrating value to stakeholders. This Legal Department Dashboard Configuration Form makes it simple to gather requirements from your team and build a customized analytics dashboard that delivers the insights you need.

Whether you're a managing partner, legal operations manager, or general counsel, this template helps you define exactly which KPIs matter most—from matter turnaround times and billing rates to client satisfaction and compliance metrics. The conditional logic ensures you only collect relevant information based on your practice areas and data sources.

How Law Firms Use This Template

Legal professionals use this dashboard configuration form to:

• Define key performance indicators across litigation, corporate, compliance, and other practice areas
• Identify and connect data sources from case management systems, billing platforms, and document repositories
• Set visualization preferences for charts, tables, and reports that suit different stakeholders
• Establish reporting cadences that keep leadership informed without overwhelming the team
• Customize access levels to ensure confidentiality and appropriate data visibility

Once submitted, you can use Stepper to automatically create tickets in your project management system, notify your IT or analytics team, and kick off the dashboard build process—all without manual handoffs. For firms managing multiple client matters, this workflow automation ensures nothing falls through the cracks.

Built for Legal Operations Teams

This template is optimized for legal operations professionals, practice group leaders, and anyone responsible for implementing business intelligence in a legal environment. The form adapts to your specific needs, whether you're a boutique firm tracking billable hours or an enterprise legal department monitoring contract lifecycle metrics.

With Paperform's professional design options, the form maintains the credibility and polish your clients and colleagues expect, while the no-code conditional logic ensures a streamlined experience that only asks relevant questions.

Get started with this Legal Department Dashboard Configuration Form and transform how your legal team tracks, analyzes, and reports on performance.