// Metrics / Operations
Track turnaround. Spot stuck cases.
Per-stage cycle time, who moves cases, and where work piles up. Pulled from Asana case lifecycle every 10 minutes.
Active Cases by Milestone
// Live from Asana · Toggle to show only the 11 active sections (excludes Submission, Pending Receipts, Filed, Closed, Open On Hold).
Loading…
Average days per stage
// Mean cycle time of cases that already left this section
Loading…
Completions by department — last 90d
// Subtask completions attributed to the human who marked them done. Automation-free.
| Department | Completions (90d) | Last 30d | Last 60d | Last 90d | Overdue |
|---|---|---|---|---|---|
| Loading… | |||||
People by department
// Drill-down — who completed work inside each dept (90d)
| Person | Department | Completions | Overdue |
|---|---|---|---|
| Loading… | |||
Legal Operations
// Attorneys + Paralegals.
Attorney Reviews
// Kelly (Supervising) + Carolina (Supporting) + Victoria. Goal: 10/wk reviews per attorney (30/wk team).
| Attorney | Last 7d | Last 30d | Last 60d | Last 90d | Goal/wk | Status (last 7d) |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Substantive Submissions
// Cases moved Pending Submission → Submission, credited to the case's Paralegal field. Goal: 4/wk per paralegal (16/wk team).
| Paralegal | Last 7d | Last 30d | Last 60d | Last 90d | Goal/wk | Status |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Paralegal Reviews
// Pre-Assembly + PL Review of Assembly subtasks. Goal: 10/wk per paralegal.
| Paralegal | Last 7d | Last 30d | Last 60d | Last 90d | Goal/wk | Status |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Subtasks — granular breakdown
| Subtask | Count | Overdue | Avg cycle (days) | Avg vs due (days) |
|---|---|---|---|---|
| Loading… | ||||
Forms team — Drafts Complete
// Form Preparers (Bianca, Mariana) + Forms Lead (Natalia). Goal: 5/wk per preparer totally-complete · 10/wk partially-complete.
| Person | Role | Last 7d | Last 30d | Last 60d | Last 90d | Overdue |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Subtasks — granular breakdown
| Subtask | Count (90d) | Overdue | Avg cycle (days) | Avg vs due (days) |
|---|---|---|---|---|
| Loading… | ||||
Interviews team
// Interviewers: Camila, Leonela, Maria Cristina, Ulises. They handle Forms Interviews + Writings Interviews + Writing drafts. Goal: 25/wk Sign Up Completed.
| Person | Role | Last 7d | Last 30d | Last 60d | Last 90d | Overdue |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Subtasks — granular breakdown
| Subtask | Count (90d) | Overdue | Avg cycle (days) | Avg vs due (days) |
|---|---|---|---|---|
| Loading… | ||||
Documents team — combined view
// Coordinators (Angie, Julio, Mauricio) + Lead (Barbara). Two data sources: (1) main project Document Specialist/Assembler subtasks, (2) Documents project per-case checklists.
| Person | Role | Last 7d | Last 30d | Last 60d | Last 90d | Overdue |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Documents project — per-case checklists
// Live from Documents project (Zapier-mirrored from main on case onboarding).
| Doc Specialist | Total Cases | Completed | Completed in window |
|---|---|---|---|
| Loading… | |||
Project reconciliation — sync drift
// Cases in main project but missing from Documents project (Zapier didn't fire). Lower is better.
| Issue | Case | Section / context | Asana link |
|---|---|---|---|
| Loading… | |||
Subtasks — granular breakdown
| Subtask | Count | Overdue | Avg cycle (days) | Avg vs due (days) |
|---|---|---|---|---|
| Loading… | ||||
Billing team
// Billing Specialist (Juan Alzate) + Sr. Billing Specialist (Angelica). Owns the Billing Set Up and Payment Schedule subtasks.
| Person | Role | Last 7d | Last 30d | Last 60d | Last 90d | Overdue |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Subtasks — granular breakdown
| Subtask | Count (90d) | Overdue | Avg cycle (days) | Avg vs due (days) |
|---|---|---|---|---|
| Loading… | ||||
Office Ops
// Legal Assistant (Dalihla) + Legal Receptionist (Eimy) + Office Coordinator (Roxana). Owns FOIA / FP Kit subtasks + Onboarding Physical File subtasks.
| Person | Role | Last 7d | Last 30d | Last 60d | Last 90d | Overdue |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Subtasks — granular breakdown
| Subtask | Count (90d) | Overdue | Avg cycle (days) | Avg vs due (days) |
|---|---|---|---|---|
| Loading… | ||||
Translations
// Translator (Aracely). Reports to Documents Lead (Barbara).
| Person | Role | Last 7d | Last 30d | Last 60d | Last 90d | Overdue |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Subtasks — granular breakdown
| Subtask | Count (90d) | Overdue | Avg cycle (days) | Avg vs due (days) |
|---|---|---|---|---|
| Loading… | ||||
Paralegals — Substantive Submissions
// Cases moved from Pending Submission → Submission, credited to the case's Paralegal field at moment of move. Goal: 4/wk per paralegal (16/wk team).
| Paralegal | Last 7d | Last 30d | Last 60d | Last 90d | Goal/wk | Status (last 7d vs goal) |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Customer Service
// Customer Service Paralegal role. Pending Receipts subtasks. Aircall metrics (missed calls ≤25%, resolved rate ≥90%) coming when Aircall integration ships.
| Person | Role | Last 7d | Last 30d | Last 60d | Last 90d | Overdue |
|---|---|---|---|---|---|---|
| Loading… | ||||||
Subtasks — granular breakdown
| Subtask | Count (90d) | Overdue | Avg cycle (days) | Avg vs due (days) |
|---|---|---|---|---|
| Loading… | ||||
Outside-section completions
// Subtasks completed by someone OTHER than the role-mapped person. Useful to spot when one teammate is doing another's work, or when a custom field is wrong.
| Completed by | Should be | Subtask | Section / Role | Case | Date |
|---|---|---|---|---|---|
| Loading… | |||||
Subtask completions by person (real attribution — automation-free)
// Counts subtasks each person actually marked complete. Use this to track who's doing the work.
| Person | Completions | Overdue | Sections worked | Depts |
|---|---|---|---|---|
| Loading… | ||||
Section moves by person (legacy — automations included)
// Older metric. Inflated for accounts that run automations. Kept for reference.
| Person | Moves | Avg time in prev section (days) | Note |
|---|---|---|---|
| Loading… | |||
Cases stuck > 7 days
// Cases sitting in their current section longer than a week (excludes Filed/Closed/On Hold)
| Case | Section | Days stuck | |
|---|---|---|---|
| Loading… | |||
Auto-assign log
// Last 7 days of subtask auto-assignments (replaces Asana AI Studio)
| When | Subtask | Action | Rule | Parent |
|---|---|---|---|---|
| Loading… | ||||
Aircall metrics
Wire Aircall API to track inbound/outbound call volume, average call duration, missed-call rate, and per-agent call stats. CS team performance alongside case lifecycle.
Coming when the Aircall connector is configured.
Custom KPIs
Define your own measurable outcomes — cases filed per week, attorney review SLA, intake-to-assembly cycle time. Each KPI gets a target, actual, and trend line.
Coming next sprint.