What's new
Reporting for Law Firms
This release introduces the Reports module for law firm users on LegalEye. External Managers can now access valuable insights at any time by generating two new reports:
Proposal Performance Report
Knowledge Base Report
Together, these reports help firms make more informed, data-driven decisions and further strengthen their partnership with Barclays.
Proposal Performance Report
By providing a clear end-to-end view of proposal activity across both tenders and direct instructions, the Proposal Performance Report helps firms refine future proposal strategies, address performance gaps and increase instruction win rates.
Law firm users will be able to:
View top-performing jurisdictions, practice areas, and business areas where they are receiving instructions
Track proposal performance over time, including win rates and trends
Investigate award and decline reasons to understand why proposals succeed or fall away
Identify where proposals drop off, such as due to conflicts, non-submission, or rejection
Knowledge Base Report
Through the Knowledge Base Engagement Report, law firms can understand how their content is resonating with Barclays teams and how they’re providing value beyond legal work. With these insights, firms can tailor their knowledge sharing to deliver the most relevant, impactful content — strengthening their partnership with Barclays and supporting in-house teams more effectively.
Law firm users will be able to:
Track views and engagement with their articles, events, and answers
Identify which topics and formats generate the most interaction
Spot trends in engagement over time to see what continues to deliver value and what may need refreshing
Updated Profile Header Design
Law Firm Profile and Contact Profile headers now use an updated design to display field values for Practice Area, Jurisdictions, and Locations. This change improves readability and makes it easier to quickly scan key information.
Updated Reports Index Design
The Reports Index has been redesigned for internal and external users, improving clarity and usability
Key changes include:
Updated columns to streamline report owner information
Report types are now shown as easy-to-scan chips
The “Last updated” column now displays hours/days when changes are less than a week old, for quicker reference
Enhanced overall navigation and readability
This update makes it easier to find, filter, and manage reports in the platform.
New Status for Proposals
This release introduces a new “Drafting” status for external users on Tenders and Direct Instructions, applied when they begin working on a proposal but have not yet submitted it. This addition helps external users track in-progress proposals and manage their submissions more effectively.
Updated Bulk Action Bar
The bulk action bar has been updated for a cleaner design and improved usability when internal users select multiple items on the Contact or Law Firm Index.