A clear view of your practice.

A comprehensive report covering every case in your firm with key fields, party data, status, and activity. Filterable by case type, attorney, status, and date range.

Identifies cases at risk before they become problems. Combines statute-of-limitations exposure, communication gaps, and time-in-phase delays across your full caseload, with each risk type filterable by attorney, paralegal, or case type.

Tracks settlement performance by case type, attorney, and timeframe. Shows total settlement volume, average settlement size, and outcomes by case status. Universal across firms because every case carries the standard settlement fields.

Lead volume, conversion rates, and pipeline health by month and source. Built around how PI and immigration firms actually measure intake.

Tracks lead-to-hire conversion across every source and intake step. Shows where prospects drop off so your firm can fix the funnel. Available for firms using LeadDocket as their intake system.

Tracks incoming and outgoing funds with profit visibility by time and expenses. Integrates with QuickBooks for automated financial data. Built per firm to match your accounting setup and chart of accounts.

Each team member sees their own caseload, task list, recent activity, and performance metrics. Helps individual contributors prioritize their day without managers having to ask what they're working on.

Tracks per-person caseload by attorney and paralegal, task completion, recent activity, and burndown trends. Helps partners and managers see who's overloaded, who's productive, and how to balance work.

Measures data completeness across required fields by case type. Identifies cases with missing party info, missing key dates, missing phase data, and other gaps that affect downstream reporting and automation. Sortable by phase to surface where data hygiene needs work.