Software for law firms
Operations dashboard for law firms
Here is what the operations dashboard does for law firms. One screen with the numbers and tasks that run your business, updated live. It's built for one familiar headache: potential clients call once, get voicemail and call the next firm.
Where law firms lose time today
Potential clients call once, get voicemail and call the next firm. Nobody at a two-partner family law firm signed up for that part of the job, and the operations dashboard handles it.
What it looks like in practice
Take a two-partner family law firm as an example. You open one page in the morning and see today's consultations, what's overdue and how the week compares to last, pulled from MyCase. A red flag shows one thing that needs you.
How it works for law firms
For a two-partner family law firm, the flow is short and predictable.
- We choose the numbers and lists you need to see.
- I connect MyCase and your other tools.
- A simple dashboard shows today, this week and trends.
- Alerts fire when something needs attention.
- You get logins for your team.
Tools it connects to
For law firms, I usually connect it to Clio, MyCase and QuickBooks. It runs on Next.js, Supabase and n8n behind the scenes.
Questions from law firms
Does the operations dashboard work with Clio?
It depends on your Clio plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is client data handled?
For the operations dashboard, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The operations dashboard sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your law business?
Tell me how your law business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built