Make Confident Decisions With
Your Practice Management Data
Whatever practice management system your firm runs on, I turn your data into AI-powered dashboards you'll actually use. No spreadsheets, no complexity — just answers.
"We now have accurate and dynamic visibility into our team's financial and operational performance — no more manual workarounds or fragmented reporting."
One monthly flat price. No per-user fees. See how it works →
Just have a question? Leave your email and I'll get back to you.
I build this for law firms in 5–7 days. No technical knowledge required.
Book a free call →This Is the Exact Dashboard You'll Get
Click around. Filter the data. See how it works.
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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.
Built for Your Firm's Needs
Every firm is different. Book a free call and I'll put together a custom quote based on your systems, your data, and what you actually need.
Everything your firm needs to turn your practice management data into AI-powered, actionable insights.
- Complete practice management dashboard
- Full reporting & AI infrastructure setup and training
- Automatic data refresh (8x daily)
- Custom firm branding
- Ongoing support & maintenance
- 60-minute training session
For firms needing deeper integrations, AI-powered analytics, additional data sources, or ongoing fractional analytics support.
- Everything in Standard
- Multiple dashboards or views
- Additional data source integrations
- AI-powered data agent & natural language queries
- Multi-location or practice group views
- Fractional analytics director support
No per-user fees. One monthly flat price for your whole firm. Pricing is transparent and discussed on your free discovery call before any commitment.
From Call to Dashboard
Book a Call
We'll discuss your firm's needs, your data, and make sure the dashboard — and the right AI features — are a good fit.
Setup & Connect
I coordinate with your practice management platform and IT team to connect your data securely.
Customize & Launch
Your dashboard is branded to your firm, tested, and deployed — ready to use from day one.
What Changes When You Have This Dashboard
Common Questions
Most practice management platforms — including Smokeball, Clio, Elite 3E, and others — make your firm's data accessible via API. I take it from there: connecting to your system, building the dashboards, and deploying a reporting 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.
No. I handle the entire setup — connecting to your practice management system, configuring your reporting infrastructure, and deploying the dashboard. You'll receive a 60-minute training session, and the dashboard is designed to be used without any technical skills.
Beyond standard reporting, I build the clean data foundation your firm needs to take advantage of AI tools. For advanced engagements, this includes natural language querying — ask a question in plain English and get an instant answer from your own firm's data. No analyst required.
Pricing is based on your firm's specific needs, systems, and scope — which is why I don't list a fixed price on this page. What I can tell you: there are no per-user fees. One flat price covers your whole firm. We'll discuss everything transparently on your free discovery call before any commitment.
If you cancel, you keep your dashboard files — they're yours. You just won't receive ongoing data refreshes, updates, or support. You can re-subscribe anytime.
Most firms are up and running within 5–7 business days. This includes connecting to your practice management system, customizing the dashboard with your branding, and conducting your training session.
Absolutely. Your data is stored securely within your own reporting environment — I don't store or have ongoing access to your firm's information. The dashboard connects directly to your practice management system using 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.
The Answers Are Already in Your Data.
Most law firms are sitting on years of valuable data they've never seen. Let's change that.
Book a Free ConsultationNot ready to book? Leave your email and I'll reach out.