Legal Team Matter Intake & Satisfaction Dashboard

Track intake volume, cycle times and business partner satisfaction in one view. Free .xlsx with formulas.

Operations · dashboard · CC0 public domain · Built by Sheetly AI

Preview of the Legal Team Matter Intake & Satisfaction Dashboard template

About this template

This operations dashboard brings together indicators like "Total Matters Opened (YTD)", "Average Cycle Time (Days)" and "Average Satisfaction Score" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.

Use this template to monitor in-house legal matters from intake through completion while tracking cycle time and stakeholder satisfaction. Enter each new matter on the Data sheet with its intake date, completion date, type, owner, and satisfaction score once available. The KPIs and comparison bars summarize total matters, average cycle time, satisfaction trends, and workload by matter type. Review and update the data regularly to keep leadership informed and to identify process improvement opportunities.

Released under the CC0 license (public domain): download, edit and use it freely — including commercially — with no attribution required.

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What's inside the file

Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.

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