Know Your Numbers Dashboard
Your law firm’s most important numbers—delivered weekly, clear, and ready for action.
Most law firm owners don’t struggle because they lack data—they struggle because they don’t know which numbers actually matter right now.
Without clear visibility, it’s easy to spend time in the wrong areas while the real issues quietly grow in the background.
The Know Your Numbers Dashboard gives you a simple, customized view of your firm’s financials and KPIs—updated weekly—so you can quickly see where to focus, what needs attention, and how to make smarter decisions with confidence.
Law firms that use this service often tell us;
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These weekly dashboards really help me spot problems when they are small so I don’t end losing alot of money and being mad that we didn’t find the problem sooner
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These dashboards help me manage my team and not have to feel so uncomfortable when I am discussing KPI’s and performance metrics
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Most accounting firms only give you numbers once a month and it’s always too late to do anything about it so these weekly dashboards are so timely because we can see them and actually make decisions on a weekly basis
Our process is simple and tailored to support law firms because we know this industry well. Our firm partners with Bar Associations across the country to provide financial education and CLE for lawyers, we are the lead Finance training for the Association of Legal Administrators and our founder serves as the chair of the Law Firm Finance Committee within the American Bar Association law practice division.
What working with us looks like
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Define Financial Success for your firm
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Identify the most relevant KPI’s
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Build out a custom dashboard for your KPI’s
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Maintain a regular reporting schedule for your KPI’s
When it comes to working with us here is how that will look: