LAW FIRM REPORTING AND DASHBOARDS

See What Is Happening Across Your Firm

See What Is Happening Across Your Firm

See What Is Happening Across Your Firm

Tepconic connects case, intake, marketing, and financial data in clear law firm dashboards so leaders can answer important questions without chasing spreadsheets or reconciling reports by hand.

Tepconic connects case, intake, marketing, and financial data in clear law firm dashboards so leaders can answer important questions without chasing spreadsheets or reconciling reports by hand.

01

Executive Firm Dashboards

Executive Firm Dashboards

We build a firm-wide view of the measures leadership needs to understand performance, spot risks, and decide where attention is required.

FirmView creates custom dashboards connected to the systems your team already uses.

02

Case and Operations Reporting

Case and Operations Reporting

Track matter volume, stage, age, workload, cycle time, deadlines, and other operational measures in a consistent view.

Teams can identify stalled work and capacity problems before they become client-service problems.

03

Intake and Marketing Attribution

Intake and Marketing Attribution

Connect sources, leads, consultations, qualification, and signed cases to understand which channels and campaigns create valuable matters.

Marketing decisions become easier when the firm can see quality and revenue—not just lead counts.

04

Financial and Performance Reporting

Financial and Performance Reporting

Bring revenue, fees, costs, collections, and performance measures together with operational context for a more useful management view.

Dashboards can be designed around the firm’s roles, reporting cadence, and definitions—not a generic template.

From Disconnected Data to Useful Answers

From Disconnected Data to Useful Answers

Define the Decisions

We start with the questions leaders and teams need to answer, then define the measures behind them.

Connect and Clean the Data

We map sources, resolve inconsistent definitions, and build reliable data flows across the firm’s systems.

Launch and Improve the View

We deliver role-appropriate dashboards, validate the numbers, and improve reporting as the firm learns what matters.

Law Firm Dashboard FAQs

Law Firm Dashboard FAQs

Law Firm Dashboard FAQs

Answers to common questions about connecting firm data and building useful management reporting.

Answers to common questions about connecting firm data and building useful management reporting.

Answers to common questions about connecting firm data and building useful management reporting.

What is a law firm dashboard?

A law firm dashboard is a shared view of important case, intake, marketing, operational, or financial measures. It brings data from the systems a firm already uses into a format that helps leaders and teams answer specific questions.

What is a law firm dashboard?

What systems can a law firm dashboard connect to?

Dashboards can connect to case management, intake, CRM, advertising, call tracking, finance, payment, spreadsheet, and other data sources when suitable access is available. The exact connections depend on each vendor's API and export options.

What systems can a law firm dashboard connect to?

Does FirmView replace our case management system?

No. FirmView is designed to sit on top of the systems your firm already uses. It connects and organizes their data so leaders can see information across departments without replacing the tools that run daily work.

Does FirmView replace our case management system?

Can different roles see different dashboard views?

Yes. Dashboard views can be designed around leadership, practice groups, intake, marketing, finance, or operations. Access and visibility should match each role's responsibilities and the firm's data policies.

Can different roles see different dashboard views?

How long does it take to build a law firm dashboard?

Timing depends on the number of systems, data quality, reporting definitions, access, and dashboard complexity. Tepconic first defines the decisions and measures, then confirms the connections and delivery plan.

How long does it take to build a law firm dashboard?

Replace Spreadsheet Chasing With a Clear View

Replace Spreadsheet Chasing With a Clear View

Tell us which questions are hardest to answer today. Tepconic can build the reporting system that brings the right information together.