30% Boost in Salesforce Reporting Adoption: How Cudmore Legal Turned Data into Decisions with GridMate
Challenges
- Data existed, but wasn’t presented clearly or usefully
- Native Salesforce dashboards were cluttered and restrictive
- Managers struggled to gain quick, visual oversight
- Report-building tools were inflexible for staff use
Solution
- Clear, customizable reporting and visualization with GridMate
- Tools that made Salesforce data actionable, not just accessible
- Visual dashboards that enabled at-a-glance decision-making
- Flexible layouts for both management and team use
Impact
- Improved visibility and data clarity across management
- Enhanced reporting efficiency for staff
- Better-informed decisions through actionable insights
- 30% increase in adoption and engagement within Salesforce
For Cudmore Legal, a leading family law firm based in Brisbane, managing sensitive client matters demands precision, efficiency, and clear visibility into operations. But while their Salesforce environment held all the necessary data, it failed to present it in a way that was meaningful or actionable.
Default Salesforce dashboards were cluttered and rigid, limiting managerial insight and reducing reporting efficiency across the firm. With GridMate, Cudmore Legal bridged that gap, turning complex data into clear, dynamic visuals that support faster decision-making and more effective team management.
Introduction
Cudmore Legal is a specialist family law firm based in Brisbane, offering tailored legal support across property settlements, parenting matters, and domestic violence proceedings. Beyond core family law, the firm provides connected services that help families navigate the emotional, legal, and practical challenges of separation and conflict, delivering compassionate yet strategic representation throughout Queensland.
The firm runs Salesforce through Unity, a legal practice management platform built on the Salesforce engine, allowing the business to benefit from Salesforce’s power while tailoring it to the unique needs of legal practice management.
Before implementing GridMate, Cudmore Legal’s challenge wasn’t access to data; it was clarity. While Salesforce captured every piece of information the team needed, the native dashboards and reports lacked flexibility and visual impact.
For management, this meant spending excessive time interpreting spreadsheets or static reports just to understand performance metrics and workload trends. For the wider team, it made designing or accessing useful reports cumbersome.
The user interface and experience felt limiting; dashboards often buried insights under too many columns and charts. Reporting became more of an administrative burden than a decision-support tool, impacting efficiency and reducing the practical value of Salesforce as a management platform.
GridMate helped us cut through the clutter. It made our Salesforce data clear, meaningful, and genuinely useful for decision-making. The flexibility in how we can now visualize and share insights has completely changed how we work.
GridMate enabled Cudmore Legal to transform how information was presented and consumed across their Salesforce environment. By introducing flexible, intuitive display options, the firm could finally tailor dashboards and reports to specific roles, eliminating clutter and confusion.
The visual reporting tools made it easy to see trends, track case volumes, and understand team performance in real time, all within Salesforce. For managers, this meant instant oversight of firm-wide activity. For staff, it meant being able to design and use reports that genuinely supported day-to-day operations.
In effect, GridMate closed the gap between Salesforce’s native reporting limitations and the kind of customized analytics offered by standalone legal systems, without requiring new software or major reconfiguration.
Implementation was straightforward, with minimal disruption. The Cudmore team was able to get up and running quickly, and value was realized almost immediately.
Since implementing GridMate, Cudmore Legal has experienced a step-change improvement in how it uses Salesforce day-to-day:
- Improved Data Visibility: Managers now have a clear, visual view of firm performance at their fingertips.
- Increased Efficiency: Intuitive dashboards reduce the time needed to generate and interpret reports.
- Better Decision-Making: Information is presented in an actionable way, allowing leadership to make faster, more informed choices.
- Greater Engagement: Staff now design and use reports more actively, thanks to user-friendly interfaces and visuals.
Overall, the improvements in data utilization, user experience, and operational efficiency have been significant, enabling a more proactive and informed management culture across the firm.
By leveraging GridMate within their Unity-powered Salesforce setup, Cudmore Legal turned data complexity into clarity. The firm now operates with real-time visibility, intuitive reporting, and greater confidence in its decision-making.
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