From matter participants to critical metadata, use this report to empower yourself with the insights needed to understand how Legatics is being used, and by who.

Let's dive into the key features and how you can harness its capabilities to provide adoption and strategic intelligence.

Understanding the Matters Report

What's the Matters Report?

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.

Why's it important?

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 or CSV

Limitations

Prior to 14 February 2024, when a matter was deleted all data was deleted. So any matters deleted prior to this date won't appear in the matters report.

Data available

CSV

Data	Explanation
matter_ID	The unique ID that Legatics gives each matter
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	The lead office specified for the matter
matter_office_supporting	Other offices specified as involved in the transaction
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`; or `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 deleted (UTC)

JSON

The JSON has all of the data in the CSV, and more!

Details

Data	Explanation
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`
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` or `deleted`

Participants

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

Roles

Roles are unique to every matter

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

Organisations

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 ⚠️ Matter Administration permissions apply to any users in the organisation with this permission

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

Administrator

To make it easier for you to identify matter admins, we've separated them out into this table

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 deleted (UTC)
last_activity_at	The date/time of last activity on the matter (UTC)

Accessing the Matters Report

Log in: Access the admin system with your credentials.
Navigate to Reports: Find the "Reports" section in the sidebar
Find the Matters Report: It's the first option!
Choose Your Format: Opt for the format that aligns with your analytic objectives
Download and analyse: Your data is now a powerful tool for strategic decision-making!