Dashboards & KPIsOther Business● Running at real firms now
Firm KPI Dashboard
The numbers that run your firm — revenue, new cases, intake conversion, phone performance — pulled automatically into one page.
How you get it
Included with partnership
Partners don't buy these one at a time — a partnership includes the library.
The problem
The numbers that run your business live in five different systems and one overworked spreadsheet.
What it does
✦One dashboard pulls from your case system, phones, and calendars automatically
✦Revenue, new cases, intake conversion, consult volume, phone responsiveness — updated weekly, nobody compiles anything
✦AI flags the patterns worth your attention, like “consults are down 30% against trend”
What it replaces
The monthly spreadsheet ritual.
Is it real?
Firm owners check theirs every week — one is bank-verified to the dollar.
Want to see how this fits your business?