How do I generate insights and reports from Legal Server?

Start by bringing your Legal Server matter files, client communications, and case notes into Chatref. Upload PDFs, text exports, or point to your document repository so the AI agent learns your exact workflows and terminology. This step ensures every insight is rooted in your actual legal data, not generic templates.

Use conversation-tags to organise Legal Server interactions by case type, practice area, or urgency. You can apply tags automatically based on keywords (like “litigation,” “deadline,” “settlement”) or manually as you review chats. This tagging structure becomes the scaffolding for later reports, letting you filter and focus on specific client segments or matter categories.

Open the insights dashboard to see what your Legal Server data reveals. Chatref mines tagged conversations and surfaces recurring questions, unresolved issues, and trending topics. You can generate reports on case volume, common client pain points, or matter outcomes, then share them with your team through digest emails or exported CSVs.

Keep your tagging taxonomy consistent and periodically review for new matter types. Focus on outcome-oriented metrics, such as how often certain case stages trigger questions, rather than just volume. Use Chatref’s insight digests to spot gaps in your documentation or training materials, then update those resources to reduce repeat inquiries. Always verify that reports align with your firm’s confidentiality and data retention policies.

How to create custom reports in Legal Server
After tagging conversations in Chatref, go to the insights page and choose the tags and date range you want to analyse. The system builds a report grounded solely in your tagged Legal Server data. You can download it as a CSV or view it as a summary. For deeper customisation, export the raw conversation data and run further analysis in your own spreadsheet tool.

Best practices for legal data analysis
Consistency is key. Standardise your conversation tags early (e.g., “family law – custody,” “criminal – arraignment”). Always analyse trends relative to time periods to understand seasonal demand. Use Chatref’s insights to identify which case types generate the most client questions, then adjust staffing or FAQ resources accordingly. Never analyse data across clients without ensuring anonymity per your jurisdiction’s ethics rules.

Steps to generate insights from case data

1. Ensure all relevant Legal Server documents and client interactions are uploaded to Chatref.
2. Apply conversation-tags to every chat (or let auto-tagging handle frequent terms).
3. Navigate to the insights section and select the case-related tags you need.
4. Review the generated topic clusters, question frequency reports, and sentiment snapshots.
5. Export or schedule digest emails to keep your team informed.
6. Use the insights to update case intake scripts or document templates, then re-train your Chatref agent for improved responses.