Examples

Custom features your
practice system does not do today.

Almost everything we build is custom-designed for your firm: dashboards that give you the visibility, alerts that tell you what is happening, and agents that do the work for you. These are examples, not products on a shelf. We can build for any law firm where we can access the data, and we deploy in about two weeks on average.

Faster and cheaper than a traditional dashboard project
Start with the email

Most people never open a dashboard.

So the best examples reach you first, by email or Teams, and the dashboard sits behind them for when you want the working.

Email, Mondays 7:00am

The week on one page.

The decisions that need a person this week, then lock-up, billing speed and the month's move. Anything that does not need the owner stays out, and every number says why it is there.

Monday Brief · Outlook, 7:00amTo the managing partner · copied to the practice manager
Decisions this week
ApproveThe ready-to-bill batch9 MATTERS
ReassignTwo people heading for 48 hours or moreFLAG
RepriceA fixed-fee product below target marginREVIEW
Lock-upFour days better than last monthOK
Approve the batchWhy this one?
Example only. The firm and figures are fictional.
Email, every morning 6:45am

Quiet nights, reported.

Sent every morning, including on a quiet night: what was checked, what was found and who has it. Either "Nothing else needs you" or named tasks with owners and due dates.

Nightly All-Clear · Outlook, 6:45amChecked overnight against your practice system
Checked
Matters checked412OK
Time entries checked1,863OK
Exceptions foundTwo, each with an ownerFLAG
Everything elseNothing else needs youCLEAR
See the two exceptionsWhy this one?
Example only. The firm and figures are fictional.
Dashboards

Get the visibility you need.

Web · overnightMedium effort

Firm Health

Five dials on live numbers: cash and lock-up, bill speed, capture, profitability and visibility. It names the dial holding the firm back.

Ends in The dial, and the move that fixes it
Web · overnightMedium effort

Cash and Lock-up

Days from work done to cash, trended over twelve months against a target, with aged bills grouped by days unpaid.

Ends in The ready-to-bill list and the bills to chase
Email and web · monthly and liveLow effort

Progress

A running total of the money found and acted on, and the multiple of the fee it represents.

Ends in A running total, with a line for each find
Alerts

Know what is happening.

Email · Mondays 7:00amLow effort

Monday Brief

The week on one page: the decisions that need a person, lock-up, billing speed and the month's move.

Ends in Approve, reassign or reprice
Email · every morning 6:45amLow effort

Nightly All-Clear

What was checked overnight, what was found and who has it. A quiet night is reported too.

Ends in "Nothing else needs you", or named tasks
Email and Teams · within minutesMedium effort

Funds Guard

Catches changed payment details in email and holds the funds until a person calls the number on file.

Ends in A held payment and a recorded call
Agents

The work done for you.

Agent · reads and proposesConveyancing

Contract Reader

Reads the contract and special conditions into diary dates, tasks and fields for a lawyer to approve.

Ends in Approved dates and tasks in your practice system
Agent · drafts and waitsConveyancing

Settlement Chaser

Drafts timed follow-ups to lenders, agents and the other side, and client milestone updates, waiting in the lawyer's Outlook.

Ends in A draft in Outlook for a lawyer to approve
Agent · checks every nightPersonal injury

Limitation Guard

Calculates the limitation date independently for every matter overnight and escalates to a second person when it is missing or does not agree.

Ends in An alert to the supervising partner
Apps

The tools your practice system does not have.

Two examples of the custom apps we build. We show the working demos to firms on request.

Enquiries to open matterExample app

Client Hub

A pipeline from first enquiry to an open matter: conflict checks, the fixed-fee quote, engagement, onboarding checklist and drafts for a lawyer to approve. Like a CRM, built around how a law firm takes on work.

See it Ask us for the demo
ConveyancingExample app

Settlement Calculator

Statement of adjustments in one screen: rates and levies apportioned to the settlement date, the funds the client needs, the vendor figures and the checks an agent runs before it is filed.

See it Ask us for the demo
There is more

This is our top three in each area.

We hold the full catalogue, the working demos and the practice-area detail back for firms we are talking to. Ask us and we will send the catalogue after a short call.

How we design every one

Computed, shown and finished.

Every example follows the same rules, so a new dashboard behaves like the ones before it.

  • Computed, not guessed. Figures are calculated in code on your records. The AI only writes the explanation.
  • It shows its working. Every number says why it is there and traces back to your practice system.
  • Nothing ends in homework. Every finding ends in a draft, a task with a name on it or a decision.
  • It says when it is not ready. If the data cannot support an answer, it says what is missing.
Power BI as well

Already on Power BI? We build there too.

The web dashboards can be delivered in Power BI, next to the reports your firm already uses, as well as by email, in Teams or as a web view. Same examples, same co-design, same two-week average.

Effort. Low is a rule and a template on data we already read. Medium needs stored history or a new calculation. High needs data your practice system does not hold, or a model. We confirm the timeline when we scope your build. See how we price.

Tell us what you need to see.

We co-design it with you, build it and deploy it. On average, two weeks.

Contact us