Xakia offers a wide range of reports for many different purposes and audiences, including:
- Analysis reports - collating data and providing visual analysis to inform decision making
- List reports - lists of matters in different formats and levels of detail
- Management reports - high level overview of many aspects of your data analysis
- Bespoke reports - built to order and then available whenever required
- Single matter report - available for each and every matter
All reports can be filtered to include or exclude matters relevant to your purposes.
The list below provides you with an overview of the various reports available:
Analysis reports
Category Overview
This report provides an analysis of matters by legal 'Category' open during dates selected by you.
It contains:
- Information about matters by size, priority, work type and divisions
- A Xakia Quadrant analysis on legal complexity and strategic value of matters by Category
- A timeline analysis of matters from each Category
Completion – Lessons Learned
This report provides an analysis of ‘lessons learned’ for matters that were completed during dates selected by you.
It contains:
- A Xakia Quadrant breakdown for each ‘lesson’
- A breakdown of each lesson by category and division
- A list of each matter by ‘lesson’
Completion Report
This report provides an analysis of matters that were completed between dates selected by you.
It contains:
- Information about completed matters by size, priority, work type, division and categories
- A Xakia Quadrant analysis on legal complexity and strategic value of completed matters
- Information about turnaround time and logged time
Dispute Log Report
This report provides an analysis of matters included in your Dispute Log.
It contains:
- Information about disputes by strategic value, complexity, status and claim value
- Information about business entities in disputes and dispute resolution methods
Division Overview
This report provides an analysis of matters by business divisions open during dates selected by you.
It contains:
- Information about matters by size, risk/priority, work type and categories
- A Xakia Quadrant analysis on legal complexity and strategic value of matters by each division and a timeline analysis of matters from each division
External Engagement Analysis
If you need to analyze which external providers are delivering the most value, the External Engagement Analysis might be the only report you need. This report provides an analysis of external resources according to the filters selected by you.
It contains:
- Information about externally resourced matters by size, risk, work type, Category and Division
- An analysis of your external engagements, costs by providers and fee types as per invoice information submitted
- An analysis of legal service provider performance
Groups Report
This report provides an analysis of matters assigned to Groups within your legal team.
It contains:
- Information about matters by size, priority, work type, Division and Categories
- A Xakia Quadrant analysis on legal complexity and strategic value of matters for each Group
- A timeline analysis of matters from each Group
Period Comparison Report
This report compares matter data from the period selected with the prior corresponding period. For example, the 12 months prior to the period selected).
It contains:
- Metrics on matters received and completed in each period
- A breakdown by Division, Category, size, priority and work type
Resourcing Overview
This report provides an analysis of matters by resourcing solution between dates selected by you.
It contains:
- Information about how matters are resourced by size, priority, work type, Divisions and Categories
- Breakdowns of resourcing solution by business divisions and legal categories
- A Xakia Quadrant analysis of legal complexity and strategic value of work active within this period for each resourcing solution
Task Report
This report provides an analysis of tasks on matters open during dates selected by you.
It contains:
- Information about tasks by matter Category and Division
- Information on task priority, task work type and a timeline of task creation and completion
- An analysis of task turnaround time and intended due dates
Xakia Quadrant
This report provides an analysis of legal complexity and strategic value of matters according to the filters selected by you.
It contains:
- A Xakia Quadrant analysis of matters by size, priority, resourcing, Category and Division
- A Xakia Quadrant analysis of the number of team members on each matter and the value of each matter
List Reports
Concise Matters List*
The Concise Matters List provides systematic reporting on the status and the latest updates for each matter. You can even filter out lower value or risk matters depending on who you’re updating. This report provides a concise list of matters open during dates selected by you.
It contains:
- Key details about each matter
- A description and latest status update
- Key date information
Detailed Matters List*
This report provides a detailed list of matters open during dates selected by you.
It contains:
- Details about each matter
- A list of status updates
- Information about external engagements, work logs and outstanding tasks
Matters List*
This report provides a simple list of matters according to filters set below.
It contains:
- Matters ordered by matter number
- Matter name, manager, status, category and division
* These reports are available in a ‘redacted’ version, where confidential matters are included, but sensitive information excluded
Management Reports*
Executive Summary
If you need to demonstrate what the legal team does to your CEO or other key stakeholders, the Short Executive Summary is a one page visualization that will wow the executive team. This report provides a high-level overview and analysis of matters according to filters set.
It contains:
- Key statistics and a Xakia Quadrant analysis of matters
- A breakdown of matters by Division, Category, priority, size and resourcing
- A list of ‘critical’ matters
Internal Resource Analysis
This report provides an analysis of internal resource allocation during the dates selected by you.
It contains:
- Information about internal resource allocation by size, priority, Division and Category
- An analysis of work allocation to team members and matter managers
- A Xakia Quadrant analysis of legal complexity and strategic value of work
New Matters
This report provides a high-level overview and summary of new matters received in between the dates selected by you.
It contains:
- A breakdown of matters by size, priority, business division and legal category
- Key stats and a Xakia Quadrant analysis of legal complexity and strategic value of new matters
- A list of new matters
Spend Report
This report provides a summary of invoices submitted between dates selected by you.
It contains:
- A timeline of expenses
- A breakdown of expenses by matter, firm, Division and Category
User Report
This report provides information on user activity on matters open during dates selected by you.
It contains:
- The number of matters received in the report period a user has been assigned as a matter manager or team member
- Information on status notes and status changes that the user has made in the report period
- Information on tasks created and completed during the report period that the user is listed as responsible
Work Log Report
This report provides an analysis of work logs recorded between dates selected by you.
It contains:
- Information about work logs on matters by size, priority, work type, group, Category and Division
- A Xakia Quadrant analysis for logged hours on each matter a list of matters with work logs
* Note that availability of some Management Reports is dependent on a user's access level.
Other Reports
Single Matter Report
Available under the ‘Actions’ button in a Matter, this report provides details of each individual matter.
It contains:
- Key details about each matter
- External fee engagements
- A description and recent status updates
- Key date information
- Outstanding tasks
- A timeline of matter status
Custom Reports & Dashboards
Whatever your needs, we can build you a custom report or dashboard, accessible directly from your Xakia platform whenever you require. For example:
- High Level 1-2 Page Summary Report: A snapshot of your team’s activity, including timeline, period comparison year to year, lists of matters, pie charts by Division, Category, Group, etc
- Word Document or Excel Report: With tables and editable charts, the ability to include your own formulas and perform your own analysis, a section to add commentary
- Custom Dashboard: Real time, interactive data as you need it – timelines and period comparison, expense analysis, breakdown by Division, Category, etc
- Concise Matters List Report: One entry per matter – display your most relevant information, describe workload and inform 1-to-1 conversations
If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.