For law firms

A custom dashboard for law firms

Client intake, consultations, engagement letters, matters and billing in one dashboard. Built for small and mid-sized firms that are tired of tracking enquiries in inboxes and spreadsheets.

Custom law firms dashboard: enquiries, revenue, sources and follow-ups
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Where law firms leak

The four leaks we find most often

Leak 1

Intake by email and phone notes

Enquiries arrive through forms, calls and email, and good matters get lost between them.

The fix: One intake form and pipeline with conflict-check and follow-up steps.
Leak 2

Slow engagement letters

The longer a client waits for paperwork, the more likely they keep shopping around.

The fix: Engagement letters generated from intake data and signed online.
Leak 3

Unbilled and late invoices

Time recorded but never billed, and invoices chased by hand.

The fix: Automatic invoice reminders and a clear view of unbilled work.
Leak 4

No view of where clients come from

Marketing spend without knowing which channel brings retained clients.

The fix: Source tracking from first click to retained matter.
What your dashboard includes

Built around how law firms actually work

Every build is custom. These are the parts most law firms start with, connected to the software you already use.

  • Client intake pipeline
  • Consultation booking
  • Engagement letters with e-signature
  • Matter and task tracking
  • Billing and payment reminders
  • Referral and source reports

Understand

A call about how you get clients, deliver and get paid.

Find the leaks

We rank the leaks by what they cost you.

Build

Your dashboard, on your own accounts, connected to your tools.

Hand over

Training for your team and support when you need changes.

Related case studies

All case studies
Example buildLaw firmsCustom dashboards

Client intake and e-signed engagement letters for a law firm

What we would build for a small firm whose enquiries arrive by phone, email and web form: one intake pipeline, engagement letters signed on…

1intake pipeline for every channel
Minutesfrom consultation to signed engagement letter
See the build

Questions law firms ask

Does it replace our case management system?
Not necessarily. Many firms keep their case software and use the dashboard for intake, follow-ups and reporting, connected through APIs.
Can clients sign documents online?
Yes. Engagement letters and proposals can be signed online with a full audit trail.
Is client data confidential?
Everything runs on your own accounts with role-based access, and we sign a data processing agreement.
Can we see which marketing brings retained clients?
Yes. Each enquiry keeps its source, so reports show cost per retained matter by channel.

Want this for your law firm?

Tell us how you work. We'll show you what your dashboard would look like, using your own process.

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