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Click to browse for .xlsx or .xls files
| ID | Source | File Name | Status | Rows | Threshold | Created | Actions |
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Use Approve, then Lock, then Analysis below.
Fix missing or invalid fields before approving.
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Step 1: Approve → Step 2: Lock → Step 3: Analysis
This upload is already locked. Open it from the uploads list using Analysis, or upload a new file to review.
Upload a file or open a pending upload from the list to review records.
Lock the upload on the Review page, then click Analysis to load results.
No insights returned.
None trending up
None trending down
| # | Attorney | Value Score | Momentum | Outlier % | Note |
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| No value scores for this division. | |||||
| # | Attorney | Cases | Total Value | MoM % | Large Cases |
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| No metrics match the selected filters. | |||||
| # | Metric | Enabled | Note |
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| No rules for this division. | |||
No analysis data yet. Complete Lock & Approve first.
Settlement performance overview from analysis API
Run Lock & Approve to load leaderboard data.
Lock the QuickBooks upload on the Review page, then open Leaderboard to load results.
| Attorney | Total Revenue | Cases | Avg / Case | Revenue YTD | % of Total | YoY Growth |
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| No attorney data available. | ||||||
| Rank | Attorney | Cases | Total Value | Avg | Outlier % | Shift |
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| No attorneys for this division. | ||||||
Lock the QuickBooks upload on the Review page, then open Revenue to load results.
| Month | Revenue | MoM Growth | 3-Mo Rolling Avg |
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| Case Type | Revenue | % of Total |
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| Office | Revenue | % of Total |
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