Organizational analytics

Track contract reviews, time savings, playbook usage, and risk patterns across your team with Pincites analytics dashboards for legal operations leaders.

The Analytics dashboard gives admins visibility into how their team is using LOIS for Word, which playbooks are performing well, and where time is being saved.

What the dashboard tracks

• Contracts reviewed — unique documents analyzed in the Word add-in across check / playbook reviews, document chat, and completed agent reviews. A document counts once even when reviewed through multiple workflows.
• Time saved — estimated hours saved based on contracts reviewed, including completed agent reviews.
• Questions answered, Memory improvements, Playbook refinements, and Total learning events — knowledge capture metrics that show how Pincites is learning from your team.

Filtering the dashboard

The filter row at the top of the dashboard controls what every chart, card, and table on the page reflects. Filters are persisted between sessions.

Date range

Use the Date range chip to scope metrics to a time window. Presets include last week, last month, last quarter, and last year.

Select Custom range to pick an arbitrary start and end date. The selected window is displayed as MM/DD/YYYY – MM/DD/YYYY and applies to every chart on the page.

Granularity

Use the Granularity chip to choose how metrics are bucketed over time:

• Daily
• Weekly (default)
• Monthly
• Quarterly

Granularity affects time-series charts such as Contracts reviewed, Usage over time, and Time saved. Pair a custom date range with monthly or quarterly granularity to report on longer reporting periods (for example, monthly contracts reviewed per user).

Other filters

• Playbooks — narrow metrics to one or more playbooks.
• Users — narrow metrics to specific team members.
• Paper type — first party paper, third party paper, or both.

Each chip has its own inline clear (X) so you can reset filters individually.

• Use the user metrics table to find team members who may need training
• Identify power users who can share best practices
• Filter by playbook to compare adoption across contract types
• Track time saved to demonstrate value to stakeholders

Some cards cannot be segmented by paper type. When a paper type filter is active, these cards show No data available.