Comprehensive Reporting and Analytics

Generate robust analytics with accurate data


  • Intuitive, easy-to-use search screens on all information tracked
  • Advanced search using boolean logic
  • Reporting – links to records, drill down/drill across
  • Scheduled reports – any frequency send to any party
  • Add any to dashboards
  • Graphs
  • Export to Excel, Word or PDF

Don't Just Take Our Word for it

"Differentiated advantages over other CLM systems we looked at included their system’s inventory, trend, and ad hoc query reports, and its customizable dashboard for improved tracking and reporting."

- Kunal D., Project Manager for Blue Shield of CA