Welcome to Insights!

Insights is a fully managed BI platform built into Filevine and Lead Docket. Instead of raw data you have to sort through yourself, it gives your firm a curated set of dashboards focused on the metrics that actually matter, distilled down from what could be hundreds of charts.

What you'll find inside

Insights groups your firm's data into a few practical areas:

• Benchmarking and engagement: how your team is using Filevine day to day, filtered to remove automations and bulk actions, with industry benchmarks so you can see how you compare to peer firms.
• Activity and AI usage trends: daily action volume across your organization and how much your team is adopting AI tools.
• Financial performance: billing, collections, and revenue, including how invoices issued compare to cash actually received, so you can catch cash flow issues early.
• Marketing and intake performance: for firms using Lead Docket, how leads come in, how quickly they turn into signed cases, and what each lead and signed case actually costs you by marketing source.

Dashboards are organized by practice area and by product, so you see what's relevant to your firm rather than everything at once.

Who it's for

Insights is built for law firms using Filevine, Lead Docket, or both, and for the teams that need a clear read on performance without pulling and building their own reports.

Where to go next

Head to the Dashboards section for a closer look at what's available today, including the Lead Docket Overview Dashboard, the Intake Performance Dashboard, and the Lead Docket Marketing Performance Dashboard. For a broader look at the platform, visit vineskills.com/insights.