CED Systems · Dashboards for law firm owners
You know your caseload. Here are 7 reasons you don't know your economics.
Which case types profit after the hours are honestly counted? Which clients haven't heard from you in 45 days? Which intake source sends cases that actually sign? Firm dashboards built for the managing partner's real questions — not another billing report.
See a built view, live — the Case Portfolio
One of the built views, working: the Case Portfolio — shown with sample data, labeled as sample data. The demo is the real build, not a mockup.
Call (864) 999-4430 — see my law firm dashboard Email for a walkthroughSee it with sample data first, in a short walkthrough. Then we talk about connecting yours.
The law firm collection
- Case Portfolio — case types as a portfolio: revenue, hours, realization — which work deserves more of the firm
- Silence Risk Monitor — clients ranked by days since meaningful contact — silence is where complaints and departures start
- Intake Truth Table — every intake source scored on signed cases and economics, not lead counts
- The Fee Leak — where earned value escapes: write-downs, unbilled time, stale WIP, aging receivables
- 90-Day Cash Window — the next 90 days of expected cash, by case and stage — plan before the squeeze
Every view answers one money question. Stack views together and they cross-filter — click one number and the rest of the board answers for that slice of your business.
7 reasons to run your firm on a board instead of reports
Reason 1 · The portfolio view
Some case types subsidize others — find out which
Every firm has work it takes out of habit that loses money at honest rates, and work it undervalues that carries the firm. The Case Portfolio prices case types on revenue against real hours and realization, so intake strategy becomes an economic decision.
Reason 2 · Silence is the risk
Clients leave quietly, then suddenly
The client who fires you or files the complaint usually went silent-feeling months earlier — no update, no touch. The Silence Risk Monitor ranks every client by contact gap, so a two-minute call lands where it prevents a five-figure problem.
Reason 3 · Intake truth
Lead counts flatter every source
Marketing and referral sources should be judged on signed cases and their economics, not inquiries. The Intake Truth Table follows each source to revenue — some cheap leads are the most expensive business you take.
Reason 4 · Not a generic report
Built for your trade, not adapted to it
Generic BI tools show you charts of whatever you feed them. These views were designed around the decisions managing partners actually make — the money questions are baked in, not configured later by you.
Reason 5 · Reconciles or it doesn't ship
Every number ties back to your source
A dashboard you can't trust is worse than none. Each headline figure reconciles to the underlying records, and you can drill from the headline down to the individual matter behind it.
Reason 6 · Already built
You see the real thing, not a mockup
This collection exists — built, working, walkthrough-ready with sample data, clearly labeled as sample data. You're not funding a prototype; you're connecting a finished instrument to your business.
Reason 7 · A weekly rhythm
One board, one short weekly meeting
The board is built for a weekly rhythm: what made money, what leaked, what gets decided this week — the same questions, answered from the same reconciled numbers, every Monday.
How it works
- See it first. Walk through the built dashboard with sample data — the exact views, working — before you commit to anything.
- Connect your data. We connect the dashboard to the systems you already run and map your fields to the views. Every headline number reconciles back to your source.
- Run on it weekly. A Monday-morning board: what made money, what leaked, what needs a decision. We support the dashboard and its functions — your data entry and accuracy stay yours, as they should.
The objections we hear
“Our practice system reports WIP and AR.”
It does — as accounting. These views are management instruments: portfolio economics, silence risk, source truth, and a forward cash window, cross-filtered so one click re-scores everything by attorney, case type, or source.
“Attorney data is sensitive.”
The connection is scoped to the operational and financial fields the views use, under your firm's control, and responsibilities are agreed in writing before anything connects.
“What does it cost?”
Set on the call, after the walkthrough with sample data. Call (864) 999-4430.