Clio Manage
Map the projected firm fee and close date custom fields your team already uses.
Your contingency pipeline. Month by month.
For personal injury firms only. Projected fees, expected close dates and matters that need attention — connected to Clio or Smokeball.
Built for personal injury firms.
This forecast is for PI firms working on contingency fees, using projected case values and close dates.
Smokeball
Choose a settlement layout and map the projected value, close date and completed settlement amount.
Forecast setup
Map the fields your team uses to forecast cash flow.
Use your firm’s expected fee, rather than the total settlement.
Monthly fees. Cumulative forecast.
See when fees are expected to close and how they build across your forecast period.
Revenue forecast
Projected firm fees by expected close month · estimates as of Nov 1, 2026
MonthlyCumulative$2,640,000
Peak month
Apr 2027
$660,000 · 14 matters
Monthly average
$440,000
Across 6 months
Closing months
6 of 6
With a forecast close
Average matter
$41,250
64 matters in period
| Category | Projected firm fees (USD) | Cumulative (USD) | Matters |
|---|---|---|---|
| Nov 2026 | $280,000 | $280,000 | 8 |
| Dec 2026 | $380,000 | $660,000 | 10 |
| Jan 2027 | $320,000 | $980,000 | 9 |
| Feb 2027 | $540,000 | $1,520,000 | 12 |
| Mar 2027 | $460,000 | $1,980,000 | 11 |
| Apr 2027 | $660,000 | $2,640,000 | 14 |
Know which matters need attention.
Missing values, past close dates and matters beyond the forecast period, in one view.
Matter readiness
64 of 80 open matters can be forecast.
80
Open matters
6480%
810%
23%
23%
45%
| Category | Matters |
|---|---|
| Forecast ready | 64 |
| Missing inputs | 8 |
| Zero amount | 2 |
| Past close date | 2 |
| Beyond horizon | 4 |
Cash Flow Forecast FAQ
Questions firms ask before connecting their data.
Is this for PI firms only?
Yes. This cash flow forecast is designed for personal injury firms working on contingency fees.
Which systems does it connect to?
Clio Manage and Smokeball. Map your projected value and expected close date fields during setup.
Can we update the estimates?
Yes. Review and update matter estimates in dashboardWISE with the appropriate permissions.
Is this guaranteed income?
No. The forecast uses your projected fees or settlements and expected close dates. Actual outcomes and payment dates may differ.