Everything in one dashboard

Built for how law firms actually work.

Every module answers a question your team asks every week. No generic BI tool. No spreadsheet gymnastics.

Intake funnel

See every drop-off.
Fix the right one.

The funnel shows you exactly where leads stop moving, with the drop count at each stage so you always know where to act this week.

  • Answer rate by hour, day, and specialist
  • Booking rate vs. industry benchmark
  • Consultation show rate and attorney close rate
  • Estimated revenue lost to missed calls, updated daily
Firm performance · YTD
$1.2M
150%
vs annual goal
Stage conversion funnel · YTD
Inbound leads
45 · 100%
▼ 18% not reached · 8 leads
Calls answered
37 · 82%
▼ 18% not booked · 8 leads
Consults booked
29 · 64%
▼ 28% did not hire · 8 leads
Clients hired
21 · 47%
Biggest drop-off Inbound → Called (−18%)
AI
72% close rate on consultations. 8 calls never reached — estimated $435K in missed value.
Specialist performance

Know who's converting.
Know who needs coaching.

Medal rankings, close rate bars, and AI commentary on every specialist — so you always know who to develop and who to promote.

  • Individual booking and close rates for every specialist
  • Gold, silver, bronze medal rankings with Strong / Needs work badges
  • Session notes tied directly to real performance data
  • AI insight per specialist — specific, actionable call-outs
Specialist performance · Close rate
Consult specialists
🥇
AR
Alex R.
10 consults
100%
Strong
🥈
JL
Jordan L.
11 consults
100%
Strong
—
UN
Unassigned
8 consults
0%
Needs work
Intake specialists
🥇
JT
James T.
15 calls
80%
Strong
🥈
PS
Priya S.
10 calls
80%
Strong
AI
James T. is booking at 80% — 11pts ahead of Maria G. (69%). Review call approach with lower performers.
ROI by channel

Find out which ads
are actually paying off.

Each marketing source shown as a card: conversion rate, ROAS, avg case value, and a strategic recommendation tag. No more guessing which campaigns to cut.

  • ★ Invest more · → Hold steady · ↗ Scale smart · △ Measure first
  • Signed case value vs. ad spend — not just lead count
  • ROAS per channel with avg case value highlighted
  • AI commentary on each source's efficiency
ROI by channel · Conversion rate
★ Invest more
Referral – Past Client
4 leads · 4 signed
100%
Conversion rate
$65K avg · $259K total
↗ Scale smart
Organic
8 leads · 4 signed
50%
Conversion rate
$44K avg · $176K total
→ Hold steady
LSA
13 leads · 6 signed
46%
Conversion rate
$127K avg · 423× ROAS
△ Measure first
Facebook
5 leads · 1 signed
20%
Conversion rate
$71K avg · $71K total
More tools

Everything else you need.

Session notes
Log coaching notes and action items alongside real dashboard data. Every session documented.
Lost revenue tracking
Every unanswered call converted into a dollar figure — by channel, by hour, and by week. Know exactly what walked out the door.
Presentations
Generate partner-ready slide decks from live data in one click. Always current, never manually updated.
Revenue and finances
Track signed case value, co-counsel splits, deductions, and overhead against monthly targets.
Annual pacing
Track firm progress against stretch, target, and minimum goals — with a pacing ring and AI forecast.
Lead paths
See exactly how leads move through your pipeline and which sources convert fastest to signed cases.

See it with your own data.

Request a demo and we will show you these exact views with your firm's numbers in 20 minutes.