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 behind.
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. One chart, one number, one clear action to take this week.
Every intake and consult specialist ranked by booking rate, close rate, and trend. Know who to coach and who to promote.
Compare every marketing channel by signed case value, not just lead count.
Log coaching notes and action items alongside real performance data. Every session documented and tracked.
Qualify leads before the consultation call. Quiz responses flow directly into your leads table with automatic scoring.
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 tool, not just a dashboard.
No CRM switch. No engineers. Connect your existing export and see your first analytics the same day.
Export your leads from Clio, MyCase, Filevine, or any CRM as a Google Sheet. Share it with us. That is the only connection we need.
We match your column headers to Firm Heartbeat fields. Takes about 10 minutes. We handle it on the first setup call.
Your intake funnel, leaderboard, ROI by channel, and revenue analytics are live. Data syncs automatically from there.
20 minutes to connect your data. 14-day trial included. No contract.
Updates on new features, practice area benchmarks, and intake insights. No spam.