Law firm dashboards
Your firm's data, turned into answers
Time and billing live in Clio, documents in NetDocuments and some matters in MyCase. RapidDashboard joins them in a private data store and answers plain-English questions with a full leadership dashboard.
Live examples
One question, one full dashboard
Pick a question. RapidDashboard answers with KPIs, charts, the records behind them and an AI summary of what to do next. Hover any chart for values or open its table view.
Show billable utilization by attorney against quarterly revenue targets from Clio.
Attorney utilization & targets
Firm utilization
74%
+3 pts vs Q2
Billable hours
2,314
+4% vs Q2
Realization
91%
+2 pts billed ÷ worked value
Unbilled WIP
$148K
+$22K 4 matters past billing cycle
Firm target: 75%
- M. Castillo$201K / $195K
- R. Patel$179K / $185K
- S. Whitaker$148K / $150K
- J. Thornton$119K / $125K
- A. Greene$88K / $110K
- L. Park$85K / $110K
What changed and what to do
- Warning: A. Greene and L. Park have been below 65% utilization for 11 straight weeks and sit about $47K short of their combined Q3 target.
- Warning: Unbilled WIP rose $22K to $148K. Four matters are past the 30-day billing cycle, three of them on M. Castillo's desk.
- Good: Firm utilization reached 74%, up 3 points, and M. Castillo finished Q3 at 103% of target.
AI summary
Harbor logged 2,314 billable hours in Q3 at 74% utilization and 91% realization, with $820K in fees billed. The two partners are running above 84% while two associates have stayed below 65% for 11 weeks, which points to how work is assigned. Recommend moving discovery and drafting on two of Castillo's litigation matters to Greene and Park this month, and billing the four overdue matters before Oct 10.
Ask next
- Which matters could move to associates?
- Show non-billable time by attorney
- Realization by practice area
Which matters have documents past their review deadline in NetDocuments, and what is due next?
Document review deadlines
Docs on schedule
74%
+4 pts 111 of 150 in review
Due in 7 days
27
+5 vs last week
Past review deadline
12
+3 vs last week
Avg review cycle
3.4 days
-0.5 days draft to approved
- On schedule11174%
- Due in 7 days2718%
- Past deadline128%
| Segment | Value | Share |
|---|---|---|
| On schedule | 111 | 74% |
| Due in 7 days | 27 | 18% |
| Past deadline | 12 | 8% |
| Matter | Document | Workspace | Reviewer | Days past | Status |
|---|---|---|---|---|---|
| Delgado custody | Financial affidavit draft | Family (MyCase) | J. Thornton | 4 | Hearing Oct 9 |
| Brightwater v. Harlan | Responses to RFP, set 2 | Litigation | R. Patel | 3 | Filing Oct 6 |
| Kestrel Holdings | Disclosure schedule 3.12 | Corporate | M. Castillo | 2 | Closing Oct 15 |
| Ridgeview HOA v. Alton | Expert report, draft 2 | Litigation | S. Whitaker | 2 | Serve by Oct 20 |
| Marlow estate | Trust amendment | Estate planning | A. Greene | 1 | Meeting Oct 24 |
What changed and what to do
- Critical: The Delgado financial affidavit is 4 days past review with a hearing on Oct 9. It is the only family law document past deadline, and it lives in MyCase.
- Warning: Twelve documents are past their review deadline, up 3 on last week. Seven sit with the two partners, who also carry the highest utilization.
- Good: Average review cycle improved to 3.4 days, the fastest since the firm began tracking it.
AI summary
Of 150 documents in review, 111 are on schedule, 27 are due within 7 days and 12 are past their internal deadline. The two most urgent items carry court dates next week: the Brightwater discovery responses and the Delgado financial affidavit. Recommend clearing both today, then assigning first-pass review on the Kestrel disclosure schedules to an associate so the partner review fits before the Oct 15 closing.
Ask next
- Which reviewers have the most overdue items?
- Show court deadlines for October
- Review cycle by practice area
Show the client intake pipeline by practice area from Clio Grow.
Intake pipeline
New inquiries
412
+9% vs Q2
Consult to retained
43%
+3 pts 71 of 164 consults
Matters retained
71
+7 vs Q2
First response time
2.6 hrs
-1.1 hrs median, business hours
- Inquiries 412
- Qualified 286 69%
- Consults booked 198 69%
- Consults held 164 83%
- Engagement sent 96 59%
- Retained 71 74%
- Consult booked
- Consult held
- Engagement sent
| Consult booked | Consult held | Engagement sent | |
|---|---|---|---|
| Litigation | 14 | 12 | 12 |
| Corporate | 8 | 9 | 7 |
| Family | 5 | 4 | 3 |
| Estate planning | 6 | 3 | 2 |
| Real estate | 3 | 4 | 2 |
What changed and what to do
- Info: Litigation holds 38 of 94 open opportunities, with 12 engagement letters out. Corporate follows with 24.
- Warning: Family law pipeline is thin at 12 opportunities, and 34 booked consults did not take place this quarter across all practice areas.
- Good: Organic search produced 14 retained matters, up from 9, and median first response time fell to 2.6 hours.
AI summary
Harbor received 412 inquiries in Q3 and retained 71 matters, a 43% conversion from held consults. Referrals from clients and attorneys remain the largest source, while organic search grew fastest. Family law is the soft spot. Recommend a confirmation text with a reschedule link for every booked consult, and shifting part of the website chat budget toward family law search terms next quarter.
Ask next
- Why do booked consults not take place?
- Average fee by referral source
- Show family law inquiries by month
Show A/R aging from Clio. Which clients are past 60 days?
Accounts receivable aging
Total A/R
$224K
+$11K vs Jun 30
Over 60 days
$40K
+$14K 18% of A/R
Collection rate
93%
+1 pt $762K of $820K billed
Days sales outstanding
25
+1 day vs Q2
- 0 to 30
- 31 to 60
- 61 to 90
- 90+
| 0 to 30 | 31 to 60 | 61 to 90 | 90+ | |
|---|---|---|---|---|
| Litigation | $48K | $28K | $14K | $7K |
| Corporate | $34K | $15K | $5K | $1K |
| Family | $16K | $11K | $6K | $3K |
| Real estate | $14K | $6K | $2K | $0K |
| Estate planning | $8K | $4K | $1K | $1K |
| Over 60 days | |
|---|---|
| Jul 8 | $26K |
| Jul 15 | $27K |
| Jul 22 | $27K |
| Jul 29 | $29K |
| Aug 5 | $30K |
| Aug 12 | $31K |
| Aug 19 | $32K |
| Aug 26 | $33K |
| Sep 2 | $35K |
| Sep 9 | $36K |
| Sep 16 | $38K |
| Sep 30 | $40K |
| Client | Matter | Responsible | Balance | Days | Status |
|---|---|---|---|---|---|
| Brightwater Marine | Brightwater v. Harlan | R. Patel | $9,840 | 94 | 90+ days |
| Kestrel Holdings | Series B financing | M. Castillo | $7,215 | 78 | Payment plan offered |
| Delgado, M. | Custody modification | J. Thornton | $5,130 | 71 | LawPay link sent |
| Alton, R. | Ridgeview HOA v. Alton | S. Whitaker | $4,460 | 66 | Reminder sent |
| Sandpiper Logistics | Warehouse lease | L. Park | $2,980 | 63 | Promised Oct 10 |
What changed and what to do
- Critical: Brightwater Marine owes $9,840 at 94 days, the largest balance over 90 days. Litigation holds $21K of the $40K over 60 days.
- Warning: A/R over 60 days grew every week this quarter, from $26K to $40K, while total A/R rose only $11K.
- Good: Collection rate held at 93% for Q3, with $762K collected on $820K billed.
AI summary
Total A/R is $224K, with $120K current, $64K at 31 to 60 days and $40K beyond 60 days. The over-60 balance is growing faster than A/R overall, concentrated in litigation and family matters. Recommend a responsible-attorney call on the five largest balances this week, LawPay payment links on every invoice over 30 days, and a payment plan offer for Brightwater before the matter's next filing.
Ask next
- Which attorneys carry the most aged A/R?
- Show write-offs this year
- Clients with repeat late payments
Show NetDocuments workspace activity. Which open matters have gone stale with unbilled work?
Workspace activity & stale matters
Active workspaces
267
55% of 486 workspaces
Stale workspaces
146
+9 no activity in 30+ days
Documents filed
3,912
+5% vs August
Stale with unbilled WIP
21
+4 $61K of unbilled time
| Item | Days since last document activity | Unbilled WIP |
|---|---|---|
| Kestrel Holdings | 1 | $22K |
| Brightwater v. Harlan | 3 | $18K |
| Ridgeview HOA v. Alton | 5 | $10K |
| Delgado custody | 2 | $6K |
| Sandpiper Logistics | 4 | $5K |
| Marlow estate | 8 | $3K |
| Castro adoption | 12 | $2K |
| Juniper Realty closing | 34 | $2K |
| Vance Dental partnership | 38 | $12K |
| Pruitt v. Coastal Freight | 47 | $14K |
| Fenwick trust | 52 | $3K |
| Halvorsen employment | 61 | $9K |
146
no document activity in 30+ days
- Open matter with unbilled WIP
- 21
- Open matter, no WIP
- 38
- Closed matter, ready to archive
- 87
- Archived workspaces
- 73
- Total workspaces
- 486
What changed and what to do
- Critical: Pruitt v. Coastal Freight and Halvorsen carry $23K of unbilled WIP with no document activity in 47 and 61 days.
- Warning: Twenty-one open matters are stale with $61K of unbilled time, up 4 this month. Each needs a bill, a next step or a closing letter.
- Info: Eighty-seven closed-matter workspaces are ready to archive under the retention policy, which would clear a third of the stale list.
AI summary
Of 486 NetDocuments workspaces, 267 were active in the last 30 days and 146 are stale. Most stale workspaces belong to closed matters ready to archive, while 21 are open matters holding $61K of unbilled time. Document filing rose 5% to 3,912, led by litigation. Recommend a 10-minute review of the 21 stale open matters at the next partner meeting, starting with Pruitt and Halvorsen, and a monthly archive run for closed matters.
Ask next
- List stale matters by responsible attorney
- Show workspaces with no matter in Clio
- Archive candidates by practice area
Sample data for a fictional company. Your dashboards run on your own connected systems.
Sound familiar?
Where the numbers live today
Utilization takes two exports
Firm-wide utilization means pulling time from Clio and MyCase and merging the two in a spreadsheet.
Documents and matters live apart
Review deadlines sit in NetDocuments and matter status in the practice system, so they meet in the weekly status meeting.
A/R aging arrives monthly
Aging comes from a month-end export, so a 60-day balance is often a 90-day balance by the time it is discussed.
Pipeline reviewed quarterly
Intake by practice area gets a close look once a quarter, after that quarter's marketing budget is committed.
Metrics glossary
The metrics behind these dashboards
How each number is defined, so everyone reads it the same way.
- Utilization rate
-
The share of available working hours a timekeeper records as billable.
FormulaBillable hours ÷ Available hours
- Realization rate
-
How much of the value of billable time worked is actually billed to the client.
FormulaBilled value ÷ Worked value (hours × standard rate)
- Collection rate
-
How much of the amount billed the firm collects.
FormulaAmount collected ÷ Amount billed
- Unbilled WIP
-
The value of time and expenses recorded on matters that has not yet been invoiced.
FormulaRecorded time and costs at standard rates − Amounts billed
- A/R aging
-
Outstanding invoices grouped by days since the invoice date, usually 0 to 30, 31 to 60, 61 to 90 and over 90 days.
- Consult-to-retained rate
-
The share of held consultations that become a signed engagement.
FormulaMatters retained ÷ Consultations held
Connections
How your systems connect
Supported APIs and exports sync into a private RapidDashboard store you approve. Dashboards read from that store, so source systems keep their normal load.
Clio Manage and Clio Grow
PullsTime entries, bills, payments, matters, intake pipeline
Official REST APIs with scoped tokens, synced on a schedule into your private store.
NetDocuments
PullsWorkspace activity, document profiles, review status as configured
Vendor REST APIs, mapped to matter numbers so documents and matters line up.
MyCase
PullsMatters, time, invoices and contacts
Published REST APIs, merged with Clio data so firm-wide numbers come from one place.
QuickBooks Online and LawPay
PullsPayments, deposits, trust and operating balances
Intuit and LawPay APIs with revocable access, reconciled to invoices.
What you can build
Dashboards and reports teams build next
Utilization
- Attorney scorecards
- Target vs actual by quarter
- Work distribution by level
A/R & collections
- 30, 60 and 90 day buckets
- Escalation alerts
- Collection rate by attorney
Documents
- Review deadline tracking
- Stale workspaces
- Archive candidates
Intake
- Pipeline by practice area
- Referral source conversion
- First response time
Confidentiality first
ABA Model Rule 1.6(c) asks lawyers to make reasonable efforts to prevent unauthorized access to client information. RapidDashboard keeps matter and client data in a private data store with least-privilege, role-based access that can mirror your ethical walls, plus audit logs of who viewed what. AI features are optional and run on enterprise endpoints whose terms prohibit training on your data.
FAQ
Legal dashboards: common questions
What should a law firm dashboard show?
Most managing partners start with utilization by attorney, realization, unbilled WIP and A/R aging. Litigation and transactional groups add document review deadlines, and growing firms add intake pipeline by practice area. RapidDashboard builds each view from a plain-English question against your connected systems.
How do you calculate attorney utilization rate?
Divide billable hours by available working hours for the same period. An attorney with 374 billable hours out of 520 available hours in a quarter has a 72% utilization rate. Tracking it weekly shows patterns that a quarterly report hides.
What is the difference between utilization, realization and collection rate?
Utilization measures how much available time becomes billable time. Realization measures how much of that billable time is actually billed, and collection rate measures how much of the billed amount is paid. Together they show where revenue is lost between the timesheet and the bank.
Can RapidDashboard connect to Clio, NetDocuments and MyCase?
Yes. Clio Manage and Clio Grow connect through official REST APIs, NetDocuments through its vendor APIs and MyCase through its published APIs. Data from all three lands in one private store, so firms running more than one system see firm-wide numbers in a single view.
How does RapidDashboard protect client confidentiality?
Matter and client data stays in a private data store with role-based access that can mirror ethical walls, and every view is logged. AI features are optional and use enterprise endpoints whose terms prohibit training on customer data, which supports a firm's duty of reasonable care under ABA Model Rule 1.6(c).
Keep exploring
Related example dashboards
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