Firm Heartbeat turns your intake data into a clear picture of where leads fall off, who's converting, and how much revenue you're leaving on the table.
Stop building reports in spreadsheets. Firm Heartbeat surfaces the metrics that drive signed cases automatically, every day.
See exactly where leads stop moving from first call to signed case — with counts at every stage so you always know where to act.
Medal rankings, close rates, booking rates, and AI commentary on every intake and consult specialist. Know who to coach today.
Each marketing source shown as a card with conversion rate, ROAS, and a recommendation. Know exactly where to invest next.
Log coaching notes and action items tied to real performance data. Every session documented, every improvement tracked over time.
Every unanswered call converted into a dollar figure. See exactly how much revenue walked out the door — by channel, by hour, and by week.
Generate partner-ready presentations from live data in one click. Share a secure link or export to PDF. Always current, never manually updated. Firm Heartbeat becomes your weekly strategy meeting — not just a dashboard.
No CRM switch. No engineers. Connect your Google Sheet and see your first analytics the same day.
Export your leads from Clio, MyCase, Filevine, or any CRM to a Google Sheet. Share it once — that is the only connection we need today.
We match your column headers to Firm Heartbeat fields on the setup call. About 10 minutes. No IT involvement required.
Your intake funnel, leaderboard, ROI by channel, and revenue analytics go live. Data syncs automatically from there.
Right now Firm Heartbeat connects via Google Sheets — a recurring CRM export that syncs automatically. Direct CRM integrations and webhook support are coming.
Export your leads from any CRM to a Google Sheet, share it once, and we handle the rest. Works with Clio, MyCase, Filevine, Lawmatics, Smokeball, and any system that can export to a spreadsheet. The sheet re-syncs automatically every time it updates.
Native connections to Clio, MyCase, Filevine, and Lawmatics — no export step, just a live sync as records update. On the roadmap for later this year.
Push lead data directly from intake forms, answering services, or custom systems. Ideal for firms that already have automation.
Automatic call tracking sync so answer rates and call source data flow in without manual logging.
Connect your Google Sheet in 20 minutes. See your funnel, your specialists, and exactly where revenue is walking out the door.