Why we built this

Law firms deserve better than spreadsheets.

Built out of a simple frustration: attorneys were spending hours every week piecing together where their cases came from, and losing thousands to missed calls and unconverted consults.

The data existed. It was sitting in the CRM. But it was impossible to read, impossible to act on, and impossible to share with the team in any meaningful way.

We built the dashboard we wished existed. One that connects directly to your CRM export, surfaces the numbers that actually matter, and makes it obvious what to do next, without requiring a data analyst or a new software contract.

Firm Heartbeat is built by people who spent time inside law firm operations and know exactly which questions come up in every growth conversation.

94%
Average answer rate across firms on the platform
+31%
Average close rate improvement after 90 days
20min
Average time from first call to live dashboard
What we believe

The principles behind the product.

💡
Clarity over complexity
Every number on the dashboard should answer a question your team actually asks. If a metric does not drive a decision, it does not belong on the screen.
⚖️
Built for attorneys
Not a generic BI tool. Every feature was designed around how law firm intake and consultation cycles actually work, contingency cases, specialists, referral partners, and all.
🔒
Your data stays yours
We read from the Google Sheets export you control. We never require direct CRM access, we do not store raw client records, and we never have more access than you give us.
📈
Progress you can measure
A dashboard is only useful if it shows whether things are getting better. Every metric in Firm Heartbeat has a trend, a benchmark, and a context, not just a number.

See it with your own data.

A 20-minute call is all it takes to see your firm's intake funnel, specialist performance, and ROI by channel live.

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