Your Whole Firm, Every KPI, One Screen.
See active cases, open tasks, revenue, and upcoming deadlines the moment you log in. Lextiff's Firm Dashboard pulls live data from every matter so partners, paralegals, and staff always know exactly where things stand — no spreadsheets, no status meetings, no guessing.
Firm Dashboard
Samira LLC — live overview
The dashboard workflow
From Firm-Wide Data to a Single Clear View
Every case update, task completion, invoice, and deadline feeds one live dashboard — so leadership sees the whole firm and staff see exactly what's theirs to do.
Data Flows In
Every matter, task, invoice, and calendar event updates the dashboard automatically.
KPIs Calculate
Case counts, task load, revenue, and deadlines refresh in real time — no manual reports.
Roles Filter the View
Partners see the firm. Paralegals see their caseload. Everyone sees what matters to them.
Priorities Surface
At-risk deadlines and overdue tasks are flagged automatically, before they become problems.
Drill Into Any Number
Click a KPI to see the exact cases, tasks, or invoices behind it — no separate reports needed.
Assign From the Dashboard
Reassign tasks or reallocate cases directly from the widget you are looking at.
Track Trends Over Time
Compare this week, month, or quarter against the last to see where the firm is heading.
Export & Share
Send a snapshot to partners or export firm performance for board and compliance reviews.
The Numbers That Actually Run Your Firm
Stop pulling KPIs together manually before partner meetings. Lextiff calculates the metrics that matter to a plaintiff firm continuously, so the dashboard you check on Monday morning is already accurate.
- ✓ Active, pending, and closed case counts by practice area
- ✓ Revenue booked, collected, and outstanding — firm-wide or by attorney
- ✓ Task completion rate and average time-to-close
- ✓ Upcoming deadlines by urgency, office, and case type
- ✓ Caseload distribution across attorneys and paralegals
- ✓ Intake-to-signed-retainer conversion rate
- ✓ Average settlement value and time-to-settlement
- ✓ Referral source performance and case value by source
- ✓ Trust account balances alongside operating account KPIs
- ✓ Custom KPI cards built from any tracked field
- ✓ Historical comparisons — week over week, month over month
- ✓ Role-based dashboards for partners, associates, and staff
Step 1 — Choose your KPI cards
Samira LLC
Configure Firm KPIs
Pick the metrics that matter most to your firm's dashboard.
Select KPI cards
Add, remove, or reorder cards anytime.
Active Cases
Revenue MTD
Open Tasks
Deadlines (7 Days)
On-Time Task Rate
Step 2 — Set who sees what
Assign dashboard views by role
Each role sees the KPIs relevant to their work.
Overview — Active Cases & Tasks
Updated live
Case Snapshot
Active Cases
128
New Intakes (7 Days)
11
Cases Nearing Settlement
9
Cases in Litigation
34
Average Case Age
164 days
Cases Closed (This Month)
17
Task & Team Snapshot
Open Tasks
342
Tasks Due Today
28
Overdue Tasks
3
Average Completion Time
1.4 days
Team Members Active
22 of 24
On-Time Completion Rate
96%
Revenue Summary
Revenue MTD
$1.8M
Revenue YTD
$14.2M
Outstanding AR
$620K
Trust Account Balance
$2.1M
Know Where Every Case and Task Stands — Instantly
No more asking around for a status update. The dashboard shows exactly how many cases are open, what tasks are due, who's carrying the workload, and where revenue stands — all in one glance.
- ✓ Live counts of active, pending, and closed cases
- ✓ Task board with due dates, owners, and status
- ✓ Overdue and at-risk items flagged automatically
- ✓ Workload view across attorneys and paralegals
- ✓ Revenue, AR, and trust balances at a glance
- ✓ Click any KPI to drill into the underlying cases
- ✓ Filter by office, practice area, or case type
- ✓ Daily, weekly, and monthly performance snapshots
- ✓ Exportable reports for partner meetings
- ✓ Custom dashboard views saved per user
- ✓ Configurable alert thresholds for every metric
- ✓ Full audit history of dashboard changes
Every category tracked
One Dashboard for Everything Your Firm Needs to Track.
Lextiff's Firm Dashboard brings every operational metric a plaintiff firm depends on into a single, live view.
See every open matter, its stage, and its status without opening a single file.
- ✓ Case count by practice area
- ✓ Stage and status tracking
- ✓ Case age and aging alerts
- ✓ Attorney and paralegal assignment
- ✓ Filter by office or case type
Track every to-do across the firm so nothing slips through the cracks.
- ✓ Firm-wide task board
- ✓ Due dates and owners
- ✓ Overdue task alerts
- ✓ Completion rate tracking
- ✓ Bulk reassignment tools
Keep booked revenue, collections, and trust balances visible at all times.
- ✓ Revenue booked vs. collected
- ✓ Outstanding AR tracking
- ✓ Trust vs. operating balances
- ✓ Revenue by attorney or referral source
- ✓ Month-over-month comparisons
Never miss a filing, hearing, or statute date with deadlines surfaced firm-wide.
- ✓ Deadlines by urgency
- ✓ Statute of limitations tracking
- ✓ Court date visibility
- ✓ Auto-escalation for at-risk dates
- ✓ Calendar sync with Outlook & Google
Understand workload and productivity across attorneys, paralegals, and staff.
- ✓ Caseload per team member
- ✓ Task completion benchmarks
- ✓ Time-to-close by attorney
- ✓ Office and team comparisons
- ✓ Capacity planning views
Turn dashboard data into reports for partners, boards, and compliance.
- ✓ One-click PDF and CSV export
- ✓ Scheduled report delivery
- ✓ Custom report builder
- ✓ Historical trend charts
- ✓ Practice-area benchmarking
Alerts & deadlines
Deadlines Surface Themselves — You Don't Have to Chase Them
Set thresholds once and let the dashboard flag what's urgent, escalate what's overdue, and notify the right person automatically — across every case in the firm.
Active alert rules
Deadline Alerts
New RuleBuild a new alert
New Deadline Alert
Choose a metric, a threshold, and who gets notified.
Activate Alert
This rule will monitor every case automatically once activated.
Preview against current cases before going live
Edit or pause anytime from Alert Settings
No-code alert builder
Set thresholds on any KPI — deadlines, tasks, revenue — with a simple visual builder.
Escalation paths
Route alerts to the right person first, and automatically escalate if nothing happens.
Firm-wide visibility
Leadership sees every flagged case or task the moment it crosses a threshold.
Watch Cash Flow the Way You Watch Your Caseload
Revenue, collections, and trust balances update alongside your cases — so billing questions get answered from the dashboard instead of a separate spreadsheet or a call to accounting.
- ✓ Real-time revenue booked, collected, and outstanding
- ✓ Trust account balances shown alongside operating funds
- ✓ Aging AR flagged automatically past 30, 60, and 90 days
- ✓ Revenue breakdown by attorney, referral source, or case type
- ✓ Settlement value tracking against original case estimates
- ✓ Month-over-month and year-over-year revenue comparisons
- ✓ One-click drill-down from any revenue KPI to the invoice
- ✓ QuickBooks and Xero sync keeps figures accurate automatically
- ✓ Admin-only visibility into sensitive financial data
- ✓ Exportable financial snapshots for partner and audit review
Revenue Health
View Full ReportRevenue YTD
$14.2M
Avg. Settlement Value
$48.6K
Collection Rate
94%
Dashboard Access Alerts
Active Sessions
22 Users
Role-Based Views
6 Roles Configured
Sensitive Data Access
1 Review Pending
Last Security Review
04 May 2026
⚠ Billing dashboard accessed by a non-billing role
Alert sent to firm administrator for permission review
Firm-Wide Visibility Without Firm-Wide Exposure
Every user sees a dashboard scoped to their role. Sensitive financial and client data stays restricted to the people who need it, with a full record of who viewed or changed what.
- ✓ Role-based dashboards — partners, attorneys, paralegals, billing
- ✓ Granular permissions on revenue and trust account data
- ✓ Data encrypted in transit and at rest
- ✓ Session monitoring and automatic timeout
- ✓ Full audit trail of dashboard and report access
- ✓ Admin approval required for new custom views
- ✓ Compliance-ready reporting for audits and reviews
Make the Dashboard Look Like Your Firm Runs
Add, remove, resize, and rearrange KPI cards in minutes. Save multiple views for different roles or meetings, and switch between them with a click — no developer, no support ticket.
- ✓ Drag-and-drop KPI card builder
- ✓ Pre-built templates for partners, associates, and staff
- ✓ Request a custom metric your firm needs but doesn't see
- ✓ Save unlimited dashboard views per user
- ✓ Role-based access to which views each user can edit
- ✓ New KPI templates added regularly
- ✓ Dedicated support for enterprise reporting needs
- ✓ Migration assistance from legacy reporting tools
Saved Dashboard Views
View AllPartner Overview
Active
Litigation Team
Active
Billing & AR
Active
Intake Pipeline
Active
Weekly Partner Meeting
Saved
Monthly Board Report
Saved
Paralegal Task View
Active
Compliance Snapshot
Saved
Your firm's dashboard is fully configured
8 saved views — cases, tasks, revenue, and deadlines all in one place
Add a new KPI card anytime — takes under a minute.
Everything Included in Firm Dashboard
All the visibility plaintiff firms need to track cases, tasks, revenue, and deadlines in one live view.
| ✓ Active Case Tracking | ✓ Firm-Wide Task Board | ✓ Revenue & AR Tracking | ✓ Upcoming Deadline Alerts |
| ✓ Case Stage & Status | ✓ Overdue Task Flags | ✓ Trust Account Balances | ✓ Statute of Limitations Tracking |
| ✓ Caseload Distribution | ✓ Task Completion Rate | ✓ Revenue by Attorney/Source | ✓ Court Date Visibility |
| ✓ Practice Area Breakdown | ✓ Bulk Task Reassignment | ✓ Settlement Value Tracking | ✓ Calendar Sync (Outlook & Google) |
| ✓ Role-Based Dashboards | ✓ Team Workload View | ✓ QuickBooks & Xero Sync | ✓ Auto-Escalation Rules |
| ✓ Custom KPI Cards | ✓ Saved Dashboard Views | ✓ Month-over-Month Trends | ✓ Firm-Wide Notifications |
| ✓ Drill-Down Reporting | ✓ Scheduled Report Delivery | ✓ Exportable Financial Snapshots | ✓ Audit Trail & Access Logs |
| ✓ Multi-Office Comparisons | ✓ Capacity Planning Views | ✓ Compliance-Ready Reports | ✓ Admin-Level Permission Controls |
See Every Case, Task, and Dollar.
All in One Dashboard.
Lextiff's Firm Dashboard brings your active cases, tasks, revenue, and upcoming deadlines together in one live view — so your team always knows what's next, from the first login of the day to the last.
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