Your Cases Are Moving.
Do You Know Where They're Stuck?
Most law firms run on 4–6 disconnected systems. Cases stall. Recommendations go unfollowed. Staff bottlenecks hide in plain sight. We connect everything into a single operational command center — so you see every problem before it costs you money.
The Problem Nobody Talks About
Law firms invest heavily in case management software, phone systems, and marketing — then run operations by checking five different logins and hoping nothing falls through the cracks.
Cases Sitting Untouched for Weeks
A case sits in "Treating" for 4 months with no activity. Nobody notices until the client calls, frustrated. In PI, every idle week erodes case value and client trust.
Medical Recommendations That Go Unfollowed
A doctor recommends an MRI. It gets noted in the file. Three weeks later, the client still hasn't been scheduled. Nobody flagged it. That's a gap in treatment continuity that directly impacts settlement value.
Staff Bottlenecks You Can't See
One case manager has 40 active cases. Twelve haven't been touched in 3 weeks. But unless you manually audit every file, you'd never know. Meanwhile, another team member has capacity.
Missed Calls and Email Backlogs
Your phone system logs show 18% of inbound calls go unanswered. A paralegal has 200+ unread emails. Clients are waiting. You don't find out until someone complains — or leaves for another firm.
Five Logins, Zero Visibility
Your case data is in Filevine. Your calls are in RingCentral. Your emails are in Outlook. Your intakes are in QuickBase. Your marketing is somewhere else. Nothing talks to each other. You're managing by gut feel.
One Dashboard. Every Blind Spot Eliminated.
We build a custom operational command center for your firm — pulling real-time data from the systems you already use.
Critical Alerts
The moment you log in, you see what needs attention right now. Cases untouched 30+ days. Overdue tasks. Missed calls today. No digging required.
Stagnant Case Detection
Automatic flagging of cases with no meaningful activity in 7, 14, 30, or 60+ days. Filterable by case manager, phase, and severity. See exactly where work has stopped.
Recommendation Follow-Through
Intelligent keyword scanning of case notes to detect medical recommendations — MRIs, referrals, pain management, follow-ups — and flag when there's no evidence of timely action.
Treatment Delay Tracking
Benchmark-based detection of cases sitting too long in treatment phases. If "Gathering Med Records" should take 45 days and you're at 90, the dashboard flags it automatically.
Case Manager Scorecards
Per-person accountability cards showing active caseload, stagnant cases, overdue tasks, and average days since last touch. See who needs support and who's falling behind.
Communication Backlog
Real-time email backlog visibility across your entire team. See who has 300 unread emails, whose oldest unread is from two weeks ago, and where communication bottlenecks are forming.
Call Intelligence
Inbound, outbound, missed, and answered — broken down by person, by hour, by day. Know your unanswered call rate. Know your peak hours. Know who's picking up the phone.
Intake Pipeline Health
See your intake volume, conversion rates, lead source breakdown, and pipeline status — all in one view. Flag data inconsistencies before they become reporting problems.
We Connect the Tools You Already Use
No new software to learn. No data migration. We plug into your existing systems and surface the operational intelligence that's been trapped inside them.
Case Management
Filevine · Clio · Litify · CASEpeer · MyCase
Phone Systems
RingCentral · Vonage · Grasshopper · 8×8
Email & Calendar
Microsoft 365 · Google Workspace · Outlook
Intakes & CRM
QuickBase · Salesforce · HubSpot · Clio Grow
Marketing & Analytics
CallRail · Google Analytics · Search Console
Custom & Proprietary
If it has an API or a login, we can connect it
Built for Firms That Are Growing — and Losing Visibility
This isn't software you buy off the shelf. It's a custom operational intelligence layer built around your specific systems, workflows, and pain points.
real-time ops visibility
stagnant case is noticed
treatment gaps & delays
Ideal for:
- ✓ Personal injury firms with 10–50+ staff
- ✓ Managing attorneys who want accountability without micromanaging
- ✓ Firms using Filevine, Clio, Litify, or similar case management
- ✓ Firms that know cases are slipping but can't pinpoint where
- ✓ Multi-location or growing firms that have outgrown manual oversight
How We Build It
From zero to live dashboard in weeks, not months.
Ops Assessment
We audit your tech stack, workflows, and pain points. We identify what data exists, what's accessible, and what operational gaps are costing you the most.
Integration & Build
We connect to your case management, phone system, email, intake software — whatever you use. We build a secure, branded dashboard tailored to your firm's operational priorities.
Deploy & Iterate
Your dashboard goes live at a secure URL only you can access. We train your team, then continue refining — adding scorecards, alerts, and automation based on what you learn.
Stop Guessing. Start Seeing.
Every day without visibility is a day cases stall, recommendations go unfollowed, and settlement value erodes. Get a free operational assessment and see what your data is trying to tell you.
No commitment. No software to install. Just answers.
Law firm operational intelligence — common questions
Can’t find what you’re looking for? Talk to our team.
It's pulling the systems you already run — case management, phones, email, intake, marketing — into one view so you can see where cases and clients are getting stuck. Most firms run on five or six tools that don't talk to each other, so problems hide across logins. Operational intelligence is the layer that surfaces them before they cost you money.
Case management software holds the data for one file at a time. Operational intelligence sits above your tools and watches patterns across all of them — which cases have gone quiet, which staff are overloaded, which recommendations never got acted on. Filevine tells you what's in a case; operational intelligence tells you which cases are silently falling through the cracks.
The expensive, invisible ones. A case sitting untouched in one stage for months. A doctor's MRI recommendation noted in the file but never scheduled. One case manager buried under forty active files while another has room. Missed calls and email backlogs nobody flagged. These rarely announce themselves — they show up when a client calls upset or leaves.
No — that's the point. It connects to what you already run rather than forcing a rip-and-replace. Your team keeps working in the tools they know, and the intelligence layer reads across them to flag issues. Replacing core software is disruptive and slow; sitting on top of it and making it visible is far less painful.
Firms past the point where the owner can hold every case in their head — usually growing practices with several staff and real case volume, personal injury especially, where an idle week erodes case value. If you're managing by checking five logins and hoping nothing slips, that gut-feel approach is exactly what operational intelligence replaces.