Partner-level answers, no spreadsheet required.
The numbers are already in the system — matters, hours, invoices, deadlines, people. This is the part that reads them back, so a partner meeting starts from the same page instead of from three competing versions of it.
What you can see, and how often
The firm at a glance
Active matters, what is overdue, what came in this week, and where the work sits by practice area.
Money that needs attention
Aged debtors, unbilled time, budget against actual, and the matters where fees have stalled.
People, not just numbers
Who is carrying what, where matters have stopped moving, and which teams are running hot.
What it changes in a partner meeting
- Everyone starts from the same numbers, which turns an argument into a decision.
- The practice-area mix becomes a deliberate choice, rather than something discovered at year end.
- Slow files get found in week two, not month six, when the client has already lost patience.
- Performance conversations happen with evidence, which makes them shorter and fairer.
Reports export to CSV and PDF, so the finance function can keep its own spreadsheets if it wants to.
From data to a decision
Four questions the dashboard should answer before the coffee arrives.
What needs attention today?
Overdue steps, blocked matters and dates that are about to become urgent.
Where is the money?
Unbilled work, aged invoices, and the difference between quoted and collected fees.
Who is overloaded?
Workload per person and per team, against the matters they are carrying.
Is the mix right?
Practice areas by volume and by value, so strategy is based on what the firm actually does.
Questions about the numbers
Yes — by role, so associates see what they need and the partnership sees the rest.
Yes, with budget against actual tracked as the matter progresses.
Reports export to CSV and PDF, with date ranges, which keeps your existing reporting habits intact.
Ask the dashboard a real question
Before the demo, tell us three things you want to know about your firm every Monday. We will show you where they live.