SpeedFlow
Law firm
Law Firm Reporting Dashboard
A law firm needed one place to review financial health, attorney activity, payment updates, and case follow-up without checking several systems by hand.
The situation
The firm's review process depended on several disconnected sources. Financials, attorney activity, payment updates, and case status each answered part of the question, but not in one place.
The system
The dashboard brought those signals into focused owner and manager views so the firm could review money, workload, and case follow-up without manually rebuilding the picture.
What changed
Financial review became easier to scan
The owner view gave the firm a cleaner way to review revenue, expenses, income, and account balances by reporting period.
Attorney activity had a clearer view
The performance view made it easier to compare workload, expected activity, and contribution across the team.
Payment updates had a repeatable path
The workflow gave staff a structured way to upload payment data and verify that dashboard totals reflected the latest update.
Case follow-up surfaced sooner
The case review view helped managers find open matters, aging activity, billing-status issues, and upcoming action items faster.
Screenshots
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