One command view for law-firm performance
Insight 360 combines clients, matters, WIP, and billing into a single executive dashboard powered by Clio data.
Snapshot Cards Across the Firm
Each section gives leadership an immediate operating view. Image previews match the production cards and link directly to deeper pages.
Clients Overview
Track total clients, active clients, revenue per client, and open-matter load in one snapshot.
- KPI header includes client count, trust, revenue, and outstanding balances.
- Client-level rows surface WIP, matter count, A/R pressure, and payment signals.
Best for: Prioritizing which client relationships need billing or collection follow-up first.
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Matter Health
Identify critical, warning, and normal matters using trust coverage and WIP risk thresholds.
- Status logic is explicit: Critical (>=1.0), Warning (0.7-0.99), Normal (<0.7).
- Open matters are ranked by risk so teams can resolve trust and billing gaps quickly.
Best for: Weekly matter-risk reviews where partners need clear action order by severity.
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Work in Progress
Monitor total WIP, billables, and expense pressure so unbilled work is visible before leakage.
- Separates time WIP and expense WIP to show where unbilled value is building.
- User-level view reveals utilization, realization context, and WIP per active biller.
Best for: Reducing invoice backlog and assigning ownership for unbilled work conversion.
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Billing
Follow collection rate, billed, paid, and outstanding values to keep revenue conversion tight.
- Practice-area rollups combine billed, collected, trust balance, and outstanding A/R.
- Collection ratio and revenue-per-attorney help frame financial performance by segment.
Best for: Partner billing reviews focused on conversion efficiency and receivables discipline.
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Revenue Trendline Across the Year
The chart is full width so partners can read month-to-month movement without zooming, then decide where billing and collection follow-up should happen first.
Trend Coverage
Billed, paid, and outstanding values are tracked month by month.
Review Clarity
Shifts are visible quickly during weekly leadership check-ins.
Action Signal
Outliers point directly to billing and collection follow-up.
KPI Coverage That Drives Decisions
Insight 360 is designed around the numbers firm leadership uses to monitor revenue health and operational risk.
Collection Rate
Paid / Billed
Shows how efficiently billed work converts into collected revenue.
Revenue per Attorney
Revenue Paid / Billing Users
Keeps leadership focused on performance per billing contributor.
WIP per Active Biller
Total WIP / Active Billers
Highlights whether unbilled work is concentrated or distributed.
Outstanding Balance
Paid + Awaiting Payment Due
Tracks the amount still sitting in receivables at a glance.
Built for Weekly Leadership Reviews
Use one screen to align partners, operations, and billing leads before diving deeper into module-level pages.
Start Free TrialCompare the Four Core Views
This matrix shows how each mini page contributes to weekly leadership reviews.
| Feature | Clients Overview | Matter Health | Work in Progress | Billing |
|---|---|---|---|---|
| Primary lens | Client economics | Trust vs WIP risk | Unbilled workload | Collections by practice area |
| KPI header focus | Clients, trust, revenue, A/R | Active rate and risk buckets | WIP, billables, expenses | Billed, paid, outstanding |
| Detail table grain | By client | By matter | By billing user | By practice area |
| Best weekly question | Which clients need immediate follow-up? | Which matters are entering risk? | Where is unbilled work stacking up? | Where are collections slowing down? |
| Leadership outcome | Prioritize client action | Reduce funding risk | Speed invoicing cadence | Improve collection discipline |