The detail behind every number Daily Pulse flags
Dashboards are where you go to check the numbers yourself, whenever you want the full picture instead of a ranked summary. Built on top of your practice management data joined with QuickBooks, so the figures match what your bookkeeper sees, not just what your PM system believes.
Six dashboards, one joined dataset
Every dashboard reads from the same underlying join of your practice management and accounting systems, so the numbers agree with each other.
Profitability
Fees collected against the true cost of the work, by matter, attorney, and practice area, so a matter that reads well in billed hours doesn't hide a loss underneath.
Collections
Every open invoice by age, with the ones past 60 and 90 days called out separately, so aging AR is never buried inside a general balance.
WIP
Unbilled work in progress by matter and attorney, so time logged but not yet invoiced is visible instead of sitting quietly until the next billing cycle.
Utilization
Billed hours against target, by timekeeper and by week, so a slow quarter shows up in week three instead of at annual review.
Realization
What was actually collected against what was billed at standard rates, by matter and practice area, the number that tells you if your rates are holding.
Practice-area economics
Revenue, cost, and margin broken out by practice area, so you can see which parts of the firm are carrying the others.
Why the QuickBooks join changes the picture
Practice management data alone tells you what was billed. Only accounting tells you what was actually collected.
See what your firm's Pulse would say tomorrow morning
Ungated, self-guided, about two minutes — or book time and we'll walk through it live with your numbers.