Dashboard and insights

The dashboard summarizes work that needs attention. Insights provides a wider performance view for the firm.

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Dashboard

Use the dashboard to answer:

• Which requests are due or overdue?
• Which submissions are waiting for review?
• Which clients still have missing items?
• What changed recently?
• Where should staff act next?

Counts and recent activity are scoped to your firm and the signed-in staff member’s authorization.

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Insights

Insights can show operational measures such as cycle time, overdue work, completion trends, bottleneck clients, and document correctness pass rate. Use the time window controls when comparing periods.

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Interpret responsibly

A metric describes activity recorded in NeuDocs. It may exclude work completed by email or another system. Small samples can swing sharply, and a shorter cycle time is not useful if review quality falls. Use Insights to locate questions, then open the underlying requests before changing a client or staff process.