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 from first contact to signed case. One number tells you your biggest opportunity this month.

  • Answer rate by hour, day, and specialist
  • Booking rate vs. industry benchmark for your practice area
  • Consultation show rate and attorney close rate
  • Estimated revenue lost to missed calls, updated daily
Lead funnel · Year to date
Leads
387 · 100%
▼ 15% missed · 58 leads
Called
329 · 85%
▼ 18% not booked · 59 leads
Booked
270 · 70%
▼ 21% did not sign · 57 leads
Signed
213 · 55%
Biggest drop-off Leads → Called (−15%)
Specialist performance

Know who's converting.
Know who needs coaching.

Every intake and consult specialist ranked by the metrics that matter. Booking rate, close rate, avg case value, all in one leaderboard you can act on today.

  • Individual booking and close rates side by side
  • Trend indicator: improving, declining, or stable
  • Session notes tied to real performance data
  • Assign leads to specialists and track conversion per person
Specialist leaderboard
1
SM
Sarah M.
Intake
100%
booking
90.9%
close
2
JR
James R.
Consult
100%
booking
100%
close
3
AT
Aisha T.
Intake
50%
booking
33%
close
ROI by channel

Find out which ads are actually paying for themselves.

Compare every marketing channel by spend, signed case value, and cost per acquisition. Stop guessing which campaigns to cut.

  • LSA, PPC, Facebook, SEO, referral, and organic
  • Cost per acquisition and ROAS per channel
  • Signed case value vs. ad spend, not just lead count
  • Period comparison: is your CAC improving?
ROI by channel
LSA
58×
$4,200$247K signed
PPC
22×
$8,100$184K signed
Facebook
12×
$3,500$42K signed
More tools

Everything else you need.

Session notes
Log coaching notes and action items alongside real dashboard data. Every session documented.
Lead quiz and forms
Qualify leads before the consult. Quiz responses flow into your leads table with automatic scoring.
Presentations
Generate partner-ready presentations 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 revenue targets.
Calls and lead paths
See how leads move through your pipeline and which sources convert fastest.
Review widget
Send review requests to signed clients and track responses. Grow your Google rating systematically.

See it with your own data.

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

Request a demo →See pricing

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