Team Performance
Manage every
capacity, turnaround times, allocation by practice area.
Alerts & Reports
Check
threshold alerts, weekly emails, CSV/Excel exports
Role-based Views
Oversee partners, ops, and finance see what they need
MANAGEMENT DASHBOARD
Lead the firm, accurately.
From cash flow to caseload, see what’s working and what needs attention—then drill down by partner, client, practice area, or matter.
Profit drivers surface productivity, billing efficiency, and any write-offs or adjustments.
Pipeline and forecast show movement from lead to engagement, projected fees, and next steps.
Do more, faster by assigning owners, sending reminders, and exporting or sharing reports.
Client Inbox: new messages, notes, and uploads in context

One command center. Real-time clarity for leaders.
Your management dashboard brings revenue, workload, risk, and client activity into a single live view—secure, configurable, and built for the way your firm runs.