MANAGEMENT DASHBOARD

Run the firm by the numbers.

A real-time command center for revenue, workload, risk, and client activity—so leaders can spot trends, drill in, and act fast. 

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  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. 

Schedule Demo