Firm numbers
The partner report, without the Friday scramble.
Numbers pulled from the systems where they live, assembled into the reports you already read, and explained. Ask a question in plain language and get the figure with its source.
What firms ask us for.
- “Someone spends every Friday afternoon building the partner pack.”
- “Client reports that are late because the data is in four places.”
- “I want to ask “how is realization on the Whitfield matter” and get an answer, not a meeting.”
- “Our spreadsheets and inboxes are the database. That has to stop.”
- “Marketing spend and new matters in the same view, for once.”
What we build.
Automated reporting
Partner packs, client statements and practice reports generated on schedule from practice management, accounting, time and ad platforms. Same layout every time, delivered where you read them.
Data consolidation
Spreadsheets, exported CSVs, inbox attachments and system data brought into one queryable store you own. No more single spreadsheet that only one person understands.
Ask your numbers
A question in plain language, an answer with the number, the trend and the source rows. Realization, utilization, WIP, aged receivables, cost per new matter. When the answer needs a caveat, it says so.
How it runs.
Read-only connections to your systems. The store lives in your account. Every figure links back to the rows that produced it, so a partner can check the math without asking anyone.
Demo.
A fictional twelve-person firm’s ledger. Ask about realization, aged receivables or which practice area grew last quarter.
Built and running
Proof — by the numbers.
160,896 ledger rows parsed from monthly Excel packages into 48 versioned client reports · 51,867 daily ad-spend rows reconciled against the leads they produced · 765,000+ app events and 216,000+ calls and texts consolidated into one warehouse feeding 19 dashboards from four source systems.
Counted from the systems’ own databases, September 2026.
Common questions.
Does this replace our accounting software?
No. It reads from it. The accountants keep their tools.
How current is the data?
As current as the source systems, refreshed on the schedule you set, usually nightly.