Matter Lifecycle by matter type & state

Slice the book of business by practice area and state — volume, retention, time-to-retain, and revenue. e.g. “Divorce as a whole”, “Divorce in PA”, “Custody in NJ”.

● frozen

Matter type

State

Date range

Volume & retains by month

By state for the selected matter type

Matter-type mix for the selected state

Days-to-retain distribution

Breakdown table

Group by

Clio matters — lifecycle timing

Matters opened vs closed by month Clio

Time open→close closed matters

Matter type & state come from Zoho deal fields (Legal_Matter + Filing_State, with Office used to fill state where Filing_State is blank → ~99% coverage). A deal with multiple matter types (e.g. “Custody & Support”) counts under each. Clio matters power the open/close timing panel.