Sample firm — every number here is invented. This is what your own dashboard looks like once your systems are connected.

Monday morning

Your firm, before your first coffee

A 6-person firm — 2 partners, 1 associate, 3 staff. Personal injury and family law. This is everything a managing partner needs to know at Monday, 8:04am — on one screen, without asking anyone.

Operating cash
$184,230
4.1 months of runway · payroll $61,400 in 9 days
Trust (client funds)
$412,900
Never counted as firm money. Shown apart, always.
Unbilled work in progress
$86,400
312 hours · oldest is 47 days old
Owed to you
$142,700
$14,800 of it is over 90 days

Who owes you, and how long they've owed it

Current
$61,200
31–60 days
$44,300
61–90 days
$22,400
90+ days
$14,800

Halloran disputed $3,150. Collection is on hold and nobody will chase them for it until you answer — a client who questions a bill should not get a payment reminder three days later.

This billing cycle

Semi-monthly · Aug 1–15

PeriodClosed
Time dueAug 17
Your reviewAug 18
$31,450
across 23 draft bills, waiting on your approval. Nothing goes to a client until you say so.
Billed last period$128,900
Collected this month$97,450
Realization91%

Unbilled work, by person

Work you have already done and not yet asked to be paid for.

Dana WhitfieldPartner96h$33,600
Marcus ElleryPartner74h$25,900
Priya RaghavanAssociate88h$19,800
Tom VanceParalegal54h$7,100

Who's behind, due Friday

Every item is owned by a name and has a deadline. Chased Thursday. Anything still open Friday lands on your desk.

Priya Raghavan4 open

Vasquez — no work recorded in 38 days

Tom Vance3 open

88 unapproved time entries — 54h, $7,100

Dana Whitfield2 openpast deadline

Halloran disputed a bill 9 days ago

While you were asleep

  • PearlAnswered 6 calls after hours · booked 2 consultations
  • QuinnReconstructed 9.4 hours from yesterday's work — awaiting your approval
  • MarshallCollected $4,200 on the Reyes payment plan
  • Casey2 matters have had no movement in 30+ days
  • Atticus1 bill is disputed — collections paused until you answer it

Your own numbers, in an afternoon

Connect your practice management, accounting and phones, and this fills with your firm — not a sample one.