Why "More KPIs" is Almost Always Worse
Automation in law firms rarely gets worse because the workflow is wrong – but because nobody knows if it's working. Then 20 metrics emerge that nobody maintains.
Goal: A small KPI set that triggers decisions.
The 5-KPI Set (For 80% of Cases)
1) Throughput Time (End-to-End)
- Definition: Start → result (e.g., inquiry received → qualified and routed)
- Benefit: Shows real relief and process quality.
2) SLA Fulfillment
- Definition: Share of cases within defined times (P1/P2/P3)
- Benefit: Makes "operations" visible.
3) Automation Rate (Coverage)
- Definition: Share of cases that successfully go through the automated path
- Benefit: Uncovers hidden exceptions/edge cases.
4) Rework/Error Rate
- Definition: Share of cases with manual rework or error path (retries/DLQ)
- Benefit: Shows data quality & stability.
5) Owner Response Time
- Definition: Time until "Acknowledged" (alert/case is taken over)
- Benefit: Ownership is the bottleneck – not the tool.
Optional (only if relevant): Retainer/revenue impact (e.g., conversion from qualified → retainer), but only with clean attribution.
Measurement Setup (Minimal, But Robust)
Per workflow you need:
- A unique workflow ID
- A status (e.g.,
received → qualified → routed → done) - A field "error path" (yes/no + code)
- Timestamp(s) per status change
Storage: doesn't matter if CRM, DMS, or database – what matters is consistency.
Target Values: Start Realistic
- Throughput time: First measure baseline, then 20–30% improvement as target
- SLA: Target ≥ 90% (P2/P3), P1 separate
- Automation rate: Target ≥ 70% after 4–8 weeks (otherwise rules/data missing)
- Rework: Target < 10%
- Owner response time: Target < 60 minutes (P2), P1 stricter
Artifact: KPI Definition Table (Copy/Paste)
| KPI | Definition | Data Source | Update Rhythm | Owner |
|---|---|---|---|---|
| Throughput time | ___ | ___ | Weekly | ___ |
| SLA | ___ | ___ | Weekly | ___ |
| Coverage | ___ | ___ | Weekly | ___ |
| Rework | ___ | ___ | Weekly | ___ |
| Owner response | ___ | ___ | Daily | ___ |
Stop Rules (So KPIs Lead to Actions)
Coverage < 50% after 4 weeks → Check scope/rules/data (not "more AI")
Rework > 15% → Data quality or status model broken
Owner response > 2h → Role model/alerts wrongly routed
Guide: AI Automation for Law Firms
Deep dive: Use Case Scoring (Impact × Risk × Data)
Deep dive: Reporting Automation Without KPI Sprawl
Next Step
If you give me the workflow, your 2–3 data sources, and a rough status model, I can tailor the KPI set so it's actually manageable.