Make Confident Decisions With
Your Practice Management Data
Whether you're on Smokeball or Clio, I turn your data into a dashboard you'll actually use. No spreadsheets, no complexity—just answers.
Starting at $175/mo for the whole firm. See Pricing
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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."
Simple, Transparent Pricing
One flat price for your whole firm. No per-user fees from us.
Standard Dashboard
Everything your firm needs to turn Smokeball or Clio data into actionable insights.
Billed annually. Cancel anytime.
- Complete Smokeball or Clio dashboard
- Full Power BI setup & training
- Automatic refresh (8x daily)
- Custom firm branding
- Ongoing support & maintenance
- 60-minute training session
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Custom
For firms needing multiple dashboards, additional integrations, or ongoing custom development.
- Everything in Standard
- Multiple dashboards or views
- Additional data source integrations
- Custom KPI & report development
- Multi-location or practice group views
- Dedicated support channel
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From Call to Dashboard
Book a Call
We'll discuss your firm's needs and make sure the dashboard is the right 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.
What Changes When You Have This Dashboard
Common Questions
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.
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.
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.
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.
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.
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.
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Meet Your Expert
Jose is the founder of Jule Consulting and an Official Smokeball Partner. He's a Microsoft-certified Power BI expert who specializes in turning legal practice data into clear, actionable dashboards. Jose works as your dedicated analytics partner—delivering enterprise-grade insights without the overhead of an internal team.