Reporting and Utilization
Walk Into the Renewal With a Number
Everything the Document Drafter does happens on our platform, so every step of it is measurable.
Reported every period
What it tells you
Activation rate
What share of eligible members have set up an account and used it.
Documents started
How many members began a document, and which ones they chose.
Documents completed
A finished document, not an inquiry logged or a referral made.
Types by category
Where the need actually sits: estate, family, property, disputes, identity.
Repeat use
Members who come back for a second document, and a third.
A network plan cannot show you this
The activity happens inside a law firm relationship rather than on a platform, so there is no record the employer can see. Utilization is often reported in the low single digits, and no one can say what the group actually bought.
Group level, fully de-identified
The employer and the broker see patterns across the group. No individual member is identifiable in any report, and no one sees what a particular employee worked on.
And it compounds.
Document creation clusters around life events: a new baby, a home purchase, a parent's diagnosis. Each one brings a member back, and each returning member is another line in the report you take into the renewal.
A benefit you can measure is a benefit you can defend.