Performance automation for legal practices.
Utilisation, realisation, receivables ageing and the four risks that quietly cost a practice money — on a dashboard rather than in a spreadsheet somebody rebuilds each month.
The management meeting starts the same way every month: somebody has spent the morning building the numbers.
By the time the spreadsheet is circulated it describes last month, the definitions have drifted since the last version, and the only questions it can answer are the ones whoever built it thought to ask. The things that actually cost a practice money — a file nobody has touched since June, an appeal window closing on Thursday — are not in it, because nobody thought to look.
The numbers, without the spreadsheet.
- 01
Everyone opens their own view first
Action items waiting on you, your timesheet summary, your active cases and projects, your expenses, and what you delivered over the last thirty days. Personal accountability before firm reporting, and nobody has to see everyone else's numbers to find their own.
- 02
Management sees the whole practice
Caseload by status; the pipeline of new matters, cases, clients, leads, KYC and service requests; and the financial picture — work in progress still unbilled, amounts outstanding, receivables ageing, realisation rate and collection rate.
- 03
The risk panel is the one to read first
Appeal windows closing within seven days. Cases dormant more than sixty days. Service requests past their service level. Timesheets unapproved for over a fortnight. These are the four ways a practice quietly loses money or acquires a claim, and each is a panel rather than a discovery.
- 04
Productivity measured the same way each month
Utilisation across the firm and billable hours by timekeeper, computed from the same records every time — so a change in the number means a change in the work, not a change in who built the report.
- 05
Who sees what is governed
An administrator decides which panels a role may see; each person then arranges their own. A panel appears only where the module is permitted, the policy allows it, and the user has chosen to show it — so a dashboard cannot become a route around someone's permissions.
The same thing, on screen.
The view each person opens first: follow-ups, hearing minutes and to-dos, due today or already overdue.
What changes for the practice.
- The management meeting starts with the numbers already there.
- An appeal window closing this week is a panel, not a discovery.
- A file nobody has touched since June surfaces itself.
- Definitions stop drifting, because nobody is rebuilding them.
- Everyone sees their own work without seeing everyone else's.
- Twelve-month trends exist without anyone having kept the history by hand.
Everything included, in one place.
Risk panels
Appeal windows closing within seven days, cases dormant beyond sixty, service requests breaching their SLA, and timesheets left unapproved for more than fourteen days — surfaced as standing panels rather than found during a review.
Financial position
Work in progress not yet billed, outstanding amounts on litigation, receivables ageing, realisation rate and collection rate — the difference between work done, work billed and money actually received.
Utilisation and timekeepers
Firm-wide utilisation and billable hours by timekeeper, computed from recorded time rather than estimated.
Pipeline and caseload
New matters, cases, projects, clients and leads, alongside KYC, service requests and service agreements by status — so the front of the practice is as visible as the back.
Personal dashboards
Each person gets action items awaiting them, their own timesheet summary, cases, projects and expenses, and a thirty-day view of what they delivered.
Twelve-month trends
New matters, cases, projects and clients tracked over a rolling year, so a quiet quarter is visible as a trend rather than as a feeling.
Common questions about this feature.
In practice, the risk panels — appeal windows closing within a week and cases dormant beyond sixty days — because those are the items with a deadline attached. Utilisation, realisation and collection rates follow, and the twelve-month trends give them context.
Not currently. The dashboard is live, so the numbers are there whenever they are opened rather than arriving as an attachment describing last month. Case, project and hearing reports can be exported to Excel or PDF on demand. If scheduled delivery matters to your firm, tell us — it is a reasonable thing to want and we would rather know than guess.
Yes. An administrator sets, per role, which panels are available and whether the management tab is shown at all; each person then arranges their own layout from what they are allowed. Visibility requires the module permission, the administrator's policy and the user's own preference to agree, so the dashboard cannot show anyone something their permissions would otherwise withhold.
Works with the rest of the platform.
Conflict checks & KYC
Screen every new matter against your whole book of business, and run client due diligence with a documented approve or reject trail.
Read ›AI case workspace
One workspace over a case's documents, with three ways into it: a dated chronology, a map of every party, and answers cited to the page they came from.
Read ›Client portal
Their cases, their updates, the documents you chose to share, and the paperwork you need back from them — in one place, scoped to them and nothing else.
Read ›Obligations & renewals
Every dated commitment — trade licence renewals, regulatory filings, powers of attorney, document expiries — attached to the client, case or project it belongs to, with a named owner and a reminder before it falls due.
Read ›Hearings & calendar
The daily hearing roll the way Gulf practice actually runs it — banded by instance, filtered by emirate and hearing type, in Arabic or English, on Hijri or Gregorian dates.
Read ›Legal accounting
The VAT return as a report rather than a reconstruction, tax and currency held on the client so an invoice is right by construction, and one position across the whole book — with the bookkeeping proper left to the package built for it.
Read ›See it on your own matters
A short walkthrough with our team, using the kind of work your team handles day to day.