"Jose created a centralised dashboard that turns our data into real-time, decision-grade insights. We now have accurate and dynamic visibility into our team's financial and operational performance and no longer need to rely on manual workarounds and fragmented reporting. Our monthly reviews and strategic planning are now faster, confident and far more data-driven."
TF
Talya Faigenbaum
Managing Director, Nest Legal
Pricing
Simple, Transparent Pricing
One flat price for your whole firm. No per-user fees from us.
Most Popular
Standard Dashboard
Everything your firm needs to turn Smokeball or Clio data into actionable insights.
$199/mo
For the whole firm. Cancel anytime.
$175/mo
$2,100/year — save $288 Billed annually. Cancel anytime.
We'll discuss your firm's needs and make sure the dashboard is the right fit.
2
Setup & Connect
I coordinate with your practice management platform and IT team to connect your data securely.
3
Customize & Launch
Your dashboard is branded to your firm, tested, and deployed—ready to use.
Why This Works
What Changes When You Have This Dashboard
5+
Hours Saved Weekly
No more manual exports or Excel workarounds. Data refreshes automatically 8x per day.
100%
Visibility
See realization, collections, and profitability by timekeeper, matter, or client—instantly.
$199
Flat Monthly Price
One price for the whole firm. No per-user fees, no surprise costs. Save more with annual billing.
FAQ
Common Questions
How does this work with Smokeball or Clio?
Both Smokeball and Clio make your firm's data accessible—which is great. I take it from there: building the dashboards, creating the visualizations, and deploying a polished Power BI solution that's ready to use. Think of your practice management system as providing the ingredients, and I'm the chef who turns them into something useful.
Do I need any technical knowledge?
No. I handle the entire setup—connecting to Smokeball or Clio, configuring Power BI, and deploying the dashboard. You'll receive a 60-minute training session, and the dashboard is designed to be used without any technical skills.
What's the difference between monthly and annual billing?
Both options give you the exact same dashboard and support. Pay monthly ($199/mo) for maximum flexibility—cancel anytime. Choose annual ($175/mo billed as $2,100/year) to save 12%. Either way, you get the full dashboard, setup, and ongoing support.
What happens if I cancel?
If you cancel, you keep the Power BI dashboard files—they're yours. You just won't receive ongoing data refreshes, updates, or support. You can re-subscribe anytime.
How long does setup take?
Most firms are up and running within 5-7 business days. This includes connecting to your Smokeball or Clio account, customizing the dashboard with your branding, and conducting your training session.
Is my data secure?
Absolutely. Your data never leaves your Power BI tenant—I don't store or have ongoing access to your firm's information. The dashboard connects directly to your practice management system using Microsoft's enterprise-grade security.
30-Day Money-Back Guarantee
Try the dashboard risk-free. If you're not completely satisfied within 30 days, I'll refund your payment in full—no questions asked.
Ready to Stop Guessing?
Schedule a quick call to see if this dashboard is right for your firm.
"Jose created a centralised dashboard that turns our data into real-time, decision-grade insights. We now have accurate and dynamic visibility into our team's financial and operational performance and no longer need to rely on manual workarounds and fragmented reporting. Our monthly reviews and strategic planning are now faster, confident and far more data-driven."
TF
Talya Faigenbaum
Managing Director, Nest Legal
Pricing
Simple, Transparent Pricing
One flat price for your whole firm. No per-user fees from us.
Most Popular
Standard Dashboard
Everything your firm needs to turn Smokeball or Clio data into actionable insights.
$149/mo
For the whole firm. Cancel anytime.
$125/mo
$1,500/year — save $288 Billed annually. Cancel anytime.
We'll discuss your firm's needs and make sure the dashboard is the right fit.
2
Setup & Connect
I coordinate with your practice management platform and IT team to connect your data securely.
3
Customize & Launch
Your dashboard is branded to your firm, tested, and deployed—ready to use.
Why This Works
What Changes When You Have This Dashboard
5+
Hours Saved Weekly
No more manual exports or Excel workarounds. Data refreshes automatically 8x per day.
100%
Visibility
See realization, collections, and profitability by timekeeper, matter, or client—instantly.
$149
Flat Monthly Price
One price for the whole firm. No per-user fees, no surprise costs. Save more with annual billing.
FAQ
Common Questions
How does this work with Smokeball or Clio?
Both Smokeball and Clio make your firm's data accessible—which is great. I take it from there: building the dashboards, creating the visualizations, and deploying a polished Power BI solution that's ready to use. Think of your practice management system as providing the ingredients, and I'm the chef who turns them into something useful.
Do I need any technical knowledge?
No. I handle the entire setup—connecting to Smokeball or Clio, configuring Power BI, and deploying the dashboard. You'll receive a 60-minute training session, and the dashboard is designed to be used without any technical skills.
What's the difference between monthly and annual billing?
Both options give you the exact same dashboard and support. Pay monthly ($149/mo) for maximum flexibility—cancel anytime. Choose annual ($125/mo billed as $1,500/year) to save 16%. Either way, you get the full dashboard, setup, and ongoing support.
What happens if I cancel?
If you cancel, you keep the Power BI dashboard files—they're yours. You just won't receive ongoing data refreshes, updates, or support. You can re-subscribe anytime.
How long does setup take?
Most firms are up and running within 5-7 business days. This includes connecting to your Smokeball or Clio account, customizing the dashboard with your branding, and conducting your training session.
Is my data secure?
Absolutely. Your data never leaves your Power BI tenant—I don't store or have ongoing access to your firm's information. The dashboard connects directly to your practice management system using Microsoft's enterprise-grade security.
30-Day Money-Back Guarantee
Try the dashboard risk-free. If you're not completely satisfied within 30 days, I'll refund your payment in full—no questions asked.
Ready to Stop Guessing?
Schedule a quick call to see if this dashboard is right for your firm.