The Matters Report in Legatics provides a detailed overview of all matters within your environment, encompassing key metadata and participant information. This guide outlines the significance of the Matters Report, its available data, and how to access and utilize it effectively.

Overview

This is a comprehensive data extract providing lots of data about all of the matters in your environment. From lead offices to number of documents, it's your guide to understanding how Legatics is being used, and where.

Purpose

Adoption intelligence: Get the data you need to understand where adoption is working, and where it isn't. Use this data to create key performance indicators and dashboards in PowerBi to monitor your rollout strategy.
Strategic intelligence: Use intelligence gathered from the Matters Report to understand who are repeat clients, where you're gaining efficiencies, and who else is involved in your transactions.
Feature utilisation: Evaluate what features are gaining traction, then tailor training and support initiatives based on the adoption of specific functionalities.

Extract formats

JSON
CSV

Limitations

Matters deleted prior to 14 February 2024 won't appear in the report (prior to this date, when a matter was deleted all data was deleted).

Data available

CSV

Data	Explanation
matter_id	The unique ID that Legatics gives each matter
matter_source_id	If a matter has been moved between instances, then this will record the ID of the matter in the instance it moved from. This field is expected to be empty for most customers. ⚠️ We can't currently transfer matters between instances. This is a preparation field in case we do.
matter_name	The name given to the matter
matter_number	The internal number given to the matter
matter_description	The description given to the matter
matter_deal_type	The deal type specified for the matter
matter_partner	The lead partner specified for the matter
matter_office_lead_name	The name of the lead office specified for the matter
matter_office_lead_location_name	The location of the lead office specified for the matter
matter_office_lead_location_iso2	The iso2 value for the location of the lead office specified for the matter
matter_office_supporting_names	Names of the other offices specified as supporting the matter
matter_lists_list	List of the name of every list added to the matter
matter_type	Whether the matter is `demo` or `live`
matter_link	URL of the matter
matter_status	Status of the matter. Values of: active bin deleted
matter_roles_list	List of all the roles added to the matter
matter_organisations_list	List of all the organisations added to the matter
matter_users_emails	Email addresses of every user added to the matter
matter_administrators_emails	Emails addresses of every user with Matter Admin rights
matter_roles_count	Count of number of roles in the matter
matter_organisations_count	Count of number of organisations in the matter
matter_users_count	Count of number of users in the matter Includes users who have only been added, but not yet invited
matter_users_members_count	Count of number of Members in the matter Includes users who have only been added, but not yet invited
matter_users_guests_count	Count of number of Guests in the matter Includes users who have only been added, but not yet invited
matter_administrators_count	Count of number of Matter Admins in the matter Includes users who have only been added, but not yet invited
matter_lists_count	Count of number of lists in the matter
matter_lists_bibles_count	Count of number of bibles in the matter
matter_lists_rows_count	Count of number of rows in the matter across all lists (including bibles)
matter_documents_count	Count of number of documents (excludes versions) in the matter
matter_documents_signing_count	Count of number of documents marked for signing (Signing Documents)
matter_documents_signing_wetink_count	Count of number of Signing Documents being signed with wet-ink
matter_documents_signing_docusign_count	Count of number of Signing Documents being signed with DocuSign
matter_documents_signed_count	Count of number of Signing Documents with a signing status of "Signed"
matter_documents_signed_wetink_count	Count of number of Signing Documents being signed with wet-ink with a signing status of "Signed"
matter_documents_signed_docusign_count	Count of number of Signing Documents being signed with DocuSign with a signing status of "Signed"
matter_created_by	The email address of the Member who created the matter
matter_created_at	The date/time the matter was created (UTC)
matter_last_activity_at	The date/time of last activity on the matter (UTC)
matter_deleted_by	Email address of user who deleted the matter
matter_deleted_at	The date/time the matter was soft deleted (UTC)
matter_deleted_permanently_at	The date/time the matter was permanently deleted by the Legatics system (UTC)

JSON

Tip: The JSON has more data than the CSV

Details

Data	Explanation
ID	The unique ID that Legatics gives each matter
Source ID	If a matter has been moved between instances, then this will record the ID of the matter in the instance it moved from. This field is expected to be empty for most customers. ⚠️ We can't currently transfer matters between instances. This is a preparation field in case we do.
Name	The name given to the matter
Number	The internal number given to the matter
Description	The description given to the matter
Deal type	The deal type specified for the matter
Partner	The partner specified for the matter
Offices	The offices involved in the matter. The following data points are available: ID = The unique ID given to the office Name = The name given to the office Role = The role of the office in the transaction. Values of `lead` or `supporting` Location = The ISO 3166-1 official short name of the office location Location iso2 = The ISO 3166-1 alpha-2 two-letter country code of the location Subdivision name = The ISO 3166-2 official short name of the offices subdivision Subdivision iso: The ISO 3166-2 numeric subdivision code
Demo	If the matter is a demo matter or not. True/false values
Lists	The name of each list in the matter
Link	URL of the matter
Status	Status of the matter. Values of: active bin deleted

Participants

Good to know: Legatics has a three-level participant hierarchy (role > organisations > users). The JSON returns participant data in this structure.

Roles

Data	Explanation
ID	The unique ID given to the role
Name	The name given to the role

Organisations

Note: Organisations are unique to every matter

Data	Explanation
ID	The unique ID given to the organisation
Name	The name given to the organisation
Admin	Whether the organisation has matter admin permissions or not

Users

Data	Explanation
ID	The unique ID of the user
Name	The name given to the user
Email	The email of the user
Type	Whether the user is a Guest or a Member

Administrators

Data	Explanation
ID	The unique ID of the user
Name	The name given to the user
Email	The email of the user
Type	Whether the user is a Guest or a Member

Insights

roles_count	Count of number of roles in the matter
organisations_count	Count of number of organisations in the matter
users_count	Count of number of users in the matter Includes users who have only been added, but not yet invited
users_members_count	Count of number of Members in the matter Includes users who have only been added, but not yet invited
users_guests_count	Count of number of Guests in the matter Includes users who have only been added, but not yet invited
administrators_count	Count of number of Matter Admins in the matter Includes users who have only been added, but not yet invited
lists_count	Count of number of lists in the matter
lists_bibles_count	Count of number of bibles in the matter
lists_rows_count	Count of number of rows in the matter across all lists (including bibles)
documents_count	Count of number of documents (excludes versions) in the matter
documents_signing_count	Count of number of documents marked for signing (Signing Documents)
documents_signing_wetink_count	Count of number of Signing Documents being signed with wet-ink
documents_signing_docusign_count	Count of number of Signing Documents being signed with DocuSign
documents_signed_count	Count of number of Signing Documents with a signing status of "Signed"
documents_signed_wetink_count	Count of number of Signing Documents being signed with wet-ink with a signing status of "Signed"
documents_signed_docusign_count	Count of number of Signing Documents being signed with DocuSign with a signing status of "Signed"

Activity

Data	Explanation
created_by	Who the matter was created by. The following data points are available: ID = The ID of the user Name = The name of the user Email = The email of the user Type = The type of user (Member or Guest)
created_at	The date/time the matter was created (UTC)
deleted_by	Who the matter was deleted by. The following data points are available: ID = The ID of the user Name = The name of the user Email = The email of the user Type = The type of user (Member or Guest)
deleted_at	The date/time the matter was soft deleted (UTC)
deleted_permanently_at	The date/time the matter was permanently deleted by the Legatics system (UTC)
last_activity_at	The date/time of last activity on the matter (UTC)

Example visualisations

Good to know: All data presented in these examples are entirely fictional. Any resemblance to actual persons, living or deceased, or real events is purely coincidental and unintentional.

Info: It isn't possible to link users to offices or companies. This is coming soon!

Matter creation

Understand how often matters are being created

Deal types using Legatics

Understand what deal types are popular with users

Offices creating matters

Understand what offices are creating the most matters, and who from each office is creating them.