From Intake to Insight: Building Better Reporting and KPIs for In-House Legal

For many legal teams, intake is treated as an administrative starting point. But when structured thoughtfully, intake can do far more than route requests. It can generate the data legal needs to understand demand, measure performance, improve service delivery, and communicate value to the broader business. For in-house legal departments, better intake is often the foundation for stronger reporting, more meaningful KPIs, and smarter decision-making.

Join us on Thursday, May 7 at 12:00 PM ET as Ramy Barsoum, Sales Engineer & Product Expert (North America) at Septeo Legal Suite, Kristin Follis, Director of CLM & Legal Operations at CrushContracts, Patricija “Patty” Corey, Legal Operations Manager at Franklin Templeton, and Muhammad Awais Akbar, Corporate Counsel at Roto North America, explore how legal teams can use intake data and reporting workflows to move beyond basic tracking and toward more strategic insight. This session will focus on practical ways to capture the right information at intake, automate reporting wherever possible, and use KPIs to improve operations, demonstrate legal’s value, and support stronger business alignment.

Key Takeaways:

• Best practices for capturing intake data that supports more useful reporting and meaningful KPIs
• How automated reporting can reduce administrative burden while improving visibility into legal work
• Ways to use intake and reporting analytics to support strategic decisions and resource planning
• How legal teams can use KPIs to demonstrate impact and communicate value to business stakeholders
• Practical examples of workflows and tools that help legal teams use data more effectively, not just collect it

Who Should Attend:

This webinar is designed for in-house legal professionals responsible for intake, reporting, workload visibility, or operational improvement within the legal function. It will be especially relevant for general counsel, legal operations leaders, commercial counsel, CLM professionals, and other members of corporate legal departments looking to build better systems for measuring work, improving processes, and demonstrating legal’s strategic contribution.

There is NO COST to attend this program!

This program is FREE, thanks to our gracious sponsor, Septeo Legal Suite! If you can’t make it to the live program, the recording will be available for viewing via our paid CLE library, In-House Connect On-Demand!