Run your firm on data,
not gut feel.
Every number in your firm — cases, leads, settlements, deadlines, attorney workload, and revenue pipeline — visible in real time. Stop guessing. Start making decisions.
Firm Dashboard
Cases by stage
Firm overview
See your entire firm at a glance.
One dashboard. Every case, every attorney, every deadline, and every dollar — updated in real time. No spreadsheets. No asking your team for updates.
Smith & Associates — January 2026
Cases by stage
New cases — last 6 months
Settlement pipeline
Know where your leads are leaking.
Find bottlenecks before they cost you cases. See exactly how many leads enter your intake pipeline, how many get qualified, how many sign, and how many become active cases — at every stage.
- ✓ Total leads received by source
- ✓ Qualification rate — leads to signed cases
- ✓ Lead source performance — Google vs Facebook vs Referral
- ✓ Attorney assignment conversion rates
- ✓ Time from lead to signed retainer
- ✓ Drop-off analysis — where leads are lost
- ✓ Month-over-month intake trends
- ✓ Cost per case by lead source
Intake conversion funnel — January 2026
32%
of leads
45%
of leads
Referral
23%
of leads
Attorney workload — Active cases
62 total cases⚠ Workload imbalance detected
Sarah M. is carrying 39% of all active cases. Consider redistributing 6–8 cases to Lisa P. who currently has capacity.
See who's overloaded. Before they burn out.
Nobody burns out. Nobody gets buried. Lextiff shows you the workload distribution across your entire team — so you can balance cases before it affects performance or client outcomes.
- ✓ Cases per attorney — live count
- ✓ Workload imbalance alerts
- ✓ Case type breakdown per attorney
- ✓ SOL deadline exposure per attorney
- ✓ Time to first contact tracking
- ✓ Intake assignments by attorney
- ✓ Settlement performance by attorney
- ✓ Paralegal task completion rates
Know where your money is.
See your entire settlement pipeline — from demand letters sent to settlements paid — in one view. Know the total value of cases at every stage, and track what's been collected versus what's still outstanding.
- ✓ Total demand value outstanding
- ✓ Cases in active negotiation
- ✓ Settlement agreements signed
- ✓ Disbursements processed this month
- ✓ Average settlement value by case type
- ✓ Average time from demand to settlement
- ✓ Attorney fee revenue tracking
- ✓ Year-to-date collections
Settlement pipeline — January 2026
Deadline dashboard
🔴 Critical — under 30 days
8 cases🟡 Warning — 30 to 90 days
14 cases🟢 Safe — over 90 days
40 casesDeadlines you can't afford to miss. Visible everywhere.
The reporting dashboard shows every upcoming SOL deadline across your firm — color-coded by urgency. Red, amber, green. No spreadsheet. No mental math. No missed filings.
- ✓ All SOL deadlines — 30, 60, 90 day view
- ✓ Color-coded urgency — red, amber, green
- ✓ Court dates and filing deadlines
- ✓ Per-attorney deadline exposure
- ✓ Deadline trend over time
- ✓ Historical missed deadline tracking
- ✓ Firm-wide deadline export
- ✓ Automated deadline report — weekly email
Find cases that are stuck. Before they stall.
See how long every case has been sitting at its current stage. Identify bottlenecks, stalled negotiations, and cases that need attention — before they become problems.
- ✓ Days in current stage — per case
- ✓ Average time per stage across firm
- ✓ Cases stalled over 90 / 180 / 365 days
- ✓ Slowest moving cases flagged automatically
- ✓ Average intake-to-signed time
- ✓ Average demand-to-settlement time
- ✓ Case age distribution report
- ✓ Bottleneck identification by stage
Cases by time in current stage
5 cases stalled over 180 days
Rodriguez v. Builder LLC has been in Active stage for 287 days. Williams v. Hospital has been in Demand for 203 days. Review recommended.
Practice management
Run your practice like a business.
Every metric a plaintiff firm needs to make informed decisions — available in real time, without exporting to spreadsheets.
- ✓ Leads received by source
- ✓ Qualification rate
- ✓ Conversion rate
- ✓ Cost per case
- ✓ Time to first contact
- ✓ Month-over-month trend
- ✓ Active caseload by attorney
- ✓ Cases by stage
- ✓ Case age distribution
- ✓ Stalled case alerts
- ✓ Cases opened vs closed
- ✓ Average case duration
- ✓ Settlement pipeline value
- ✓ Demand amounts outstanding
- ✓ Average settlement value
- ✓ Attorney fee revenue
- ✓ Year-to-date collections
- ✓ Cases by case value range
- ✓ SOL deadlines by urgency
- ✓ Filing deadlines
- ✓ Court dates upcoming
- ✓ Deadline exposure per attorney
- ✓ Historical compliance
- ✓ Upcoming 30/60/90 day view
- ✓ Cases per attorney
- ✓ Workload distribution
- ✓ Task completion rates
- ✓ Response time tracking
- ✓ Intake assignments
- ✓ Settlement performance by attorney
- ✓ Portal login frequency
- ✓ Document request completion
- ✓ Message response times
- ✓ Client satisfaction indicators
- ✓ Document upload rates
- ✓ Portal engagement
Reporting by the numbers.
Data points tracked across your firm
Updates — no manual refresh needed
Spreadsheet exports required
Source of truth for your entire firm
Access from any device
Report categories — intake to settlement
Included in Reports & Analytics.
Not a basic dashboard. A complete firm intelligence system.
Run your firm on data,
not gut feel.
Every case, every lead, every deadline, and every dollar — visible in real time. Stop guessing. Start growing.
No credit card required · Setup same day · Cancel anytime