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Operations Dashboard

A unified view of firm metrics, team utilization, and AI-generated insights.

Pinnacle Legal Partners- 30-attorney law firm

Monthly Revenue

$355,000

+11%vs last month

Active Cases

75

+8vs last month

Avg Billable Rate

$425

+$15vs last month

Collection Rate

94.2%

+1.8%vs last month

Avg Cycle Time

18 days

-3 daysvs last month

Client Satisfaction

4.8/5

+0.2vs last month

Monthly Revenue

Actual
Target
Aug
Sep
Oct
Nov
Dec
Jan

Case Distribution

Corporate28 cases
Litigation15 cases
Real Estate22 cases
Employment10 cases

Team Utilization

SC

Sarah Chen

87%
MW

Marcus Williams

92%
PP

Priya Patel

78%
DT

David Thompson

95%
ER

Elena Rodriguez

71%

Recent Activity

Invoice #4892 paid

Westfield Corp - $12,400

2 min ago

New case opened

Henderson v. TechStart Inc.

15 min ago

Document filed

Motion to Dismiss - Case #3847

1 hr ago

Meeting completed

Client review - Oakmont Holdings

2 hr ago

Task completed

Contract review - NovaTech deal

3 hr ago

AI Insights

David Thompson approaching capacity

At 95% utilization with 22 active cases, David is at risk of burnout. Consider redistributing 3-4 routine cases to Elena Rodriguez who is at 71% utilization.

Corporate practice area outperforming

Corporate cases generate 41% of revenue from 37% of cases. The $5,178 avg revenue per case is 28% above firm average. Consider allocating more resources here.

Collection cycle improving

Average collection cycle dropped to 18 days (-3 from last month). Automated invoice reminders are working. Apply the same cadence to the 6 overdue accounts.

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