Advanced Reporting Tips

Get more insights from your ClaireAI dashboard with these reporting tips.

Available Metrics

Your ClaireAI dashboard provides comprehensive analytics on your intake operations:

Call Volume

Total calls handled, broken down by day, week, or month. Identify peak times and staffing needs.

Transcriptions

Full text transcripts of every call, searchable and exportable for review.

Practice Area Distribution

See which practice areas drive the most calls and adjust marketing accordingly.

Call Duration

Average call length by practice area. Longer calls often indicate higher-value leads.

How to Use Transcription Analysis

Transcripts are more than records—they're a goldmine of insights:

Search for Patterns

Quality Assurance

Setting Up Dashboard Alerts

Never miss an important lead with custom notifications:

Monthly Performance Reviews

Schedule a monthly review to analyze your data and optimize:

  1. Compare call volume month-over-month—is it growing?
  2. Review practice area mix—are you attracting the right cases?
  3. Analyze call duration trends—are leads engaging more or less?
  4. Check response times—are you hitting the 5-minute target?
  5. Identify script refinements based on transcript analysis

Pro tip: Export your monthly data to share with partners or use for marketing ROI analysis. Dashboard data can be exported as CSV.

Need Custom Reports?

We can build custom dashboards for your firm's specific needs.

Request Custom Reporting