KPI Command Center

You Know How Many Leads You Get. Do You Know Where They Go?

KPI Command Center connects your marketing and intake data so you can see where qualified cases are won, lost, delayed, and coming from.

Executive Overview
Last 90 days

Signed Cases

184

+12%

Est. Fee Revenue

$6.4M

+9%

Lead → Signed

16.2%

-1.4%

Speed-to-Lead

4m 12s

+38s

Funnel

Leads100%
Qualified / Wanted58%
Signed16%

Signed cases trend

Q1Q2Q3

The whole picture

Your Conversion Rate Is Only Part of the Story

A firm may know that 16% of its leads become signed cases. But that number alone cannot tell you:

The KPI Command Center separates these questions instead of burying them inside one conversion number.

PI firms already generate highly structured data across marketing, intake, case management, communications, and finance. The challenge is that it typically sits in disconnected systems.

  • ?Are you attracting the right leads?
  • ?Are qualified prospects dropping during intake?
  • ?Are response times hurting conversion?
  • ?Which marketing sources actually produce signed cases?
  • ?What happens to leads after hours?
  • ?Where is revenue being left on the table?

One view of the business

Executive Overview

Get a clear executive picture of performance across your firm's most important metrics — the numbers leadership needs at a glance.

01

Signed Cases

Track how many cases are converting into clients.

02

Estimated Fee Revenue

Connect signed cases to their projected financial value.

03

Conversion Performance

Overall conversion plus qualified-lead-to-signed movement.

04

Speed-to-Lead

See how quickly your team responds to new opportunities.

Diagnose, don't guess

Follow the Funnel. Find the Problem.

Not every lead is a case your firm wants. That distinction matters. The Command Center lets you follow the funnel from lead to qualified to signed — so when performance changes, you can start identifying where the problem actually sits.

A decline in overall conversion may indicate a marketing quality issue.
A decline from wanted leads to signed cases may point instead to intake, response time, follow-up, staffing, or after-hours coverage.

That is a much more useful conversation than “our conversion rate is down.”

1

Lead

2

Qualified / Wanted

3

Signed

Beyond headline numbers

Know What Is Working. And What Isn't.

Marketing attribution coverageOrganic lead shareReferral share of signed casesAfter-hours conversionPending-to-signed timeDecline reason coverageLead and signed-case trends over time

Instead of switching between reports, spreadsheets, and systems, leadership gets one place to understand performance.

Built for PI firm leadership

Designed for the people accountable for performance

Personal injury firms are particularly well suited to KPI-driven management because the business follows a measurable, repeatable lifecycle from marketing and intake through case work and settlement. A consolidated dashboard reduces management-by-spreadsheet and exposes underperforming areas across that lifecycle.

Managing Partners

See the business without digging through operational reports.

COOs & Firm Executives

Identify bottlenecks, trends, and areas that need attention.

Heads of Intake

Understand qualification, response times, conversion, and follow-up.

Marketing Leaders

Measure channels by the cases they generate, not just the leads.

More than an executive dashboard

Dedicated views for every question

KPI Library

Track and organize KPIs across the firm.

Marketing Performance

Source, attribution, lead quality, and marketing effectiveness.

Intake Operations

See where leads progress, stall, convert, or disappear.

Trends

Track performance over time instead of a single snapshot.

Industry Benchmarks

Put firm performance into context against targets and benchmarks.

What-If Modeling

Explore how changes in key assumptions affect outcomes.

The product is structured around Executive Overview, KPI Library, Marketing Performance, Intake Operations, Trends, Industry Benchmarks, and What-If Modeling.

Stop Managing the Firm From Separate Systems

Your intake platform knows one part of the story.
Your marketing tools know another.
Your case management software knows another.

The KPI Command Center creates the management layer above them.

One view. One funnel. Better questions. Better decisions.

Your Firm Has the Data. Now Make It Useful.

See where cases and revenue are being won, lost, and delayed. Request a short demo and we'll walk you through it.

See a Demo

Tell us a little about you and we'll set up a walkthrough.