Most law firm owners pay themselves last.

You hire staff.

Take on cases.

And whatever's left at month's end — that's yours.

No target. No game plan.
That's why we built FirmChief.
Dashboard
Budget
Targets
Funnel
Cases
Team
DEMO
MTD Earned
$10,500
▲ 12% vs last month
YTD Earned
$52,400
Calendar year to date
In Trust
$24,800
IOLTA · across 12 cases
YTD Run-rate
$145,200
Annualized projection
Revenue trend Earned vs. target · 12 mo
JFMA MJJA SOND
Active case mix
12
  • I-485 Adjustment4
  • N-400 Naturaliz.3
  • Estate Plan3
  • Other2
May progress
$10,500 of $16,400 target 64%
Biggest milestones ahead
  • M.T.I-485 filing $1,560
  • R.C.Will signing $1,200
Dashboard
Budget
Targets
Funnel
Cases
Team
DEMO
Set your budget
Operating expenses $7,500
What you want to take home $7,500
Savings goals $1,400
Monthly revenue target $16,400
At $4,100 average case value, FirmChief works backward to:
4cases / month
Dashboard
Budget
Targets
Funnel
Cases
Team
DEMO
Annual Target
$200,000
Across 12 months
May Target
$17,200
+3% vs. avg month
Monthly target — with seasonal weighting
JFMA MJJA SOND
May: 9% of annual · 3% above the average month $17,200
Dashboard
Budget
Targets
Funnel
Cases
Team
DEMO
Booked
24
this month
Held
19
showed up
Converted
11
became clients
Show Rate
79%
Benchmark ≥ 75% ✓
Conversion Rate
58%
Benchmark ≥ 45% ✓
Dashboard
Budget
Targets
Funnel
Cases
Team
DEMO
Client Case Type Assignee Status Earned In Trust Progress
M.T. +2
I-485 Adjustment Maya Chen Active
$3,120 3.6 milestones
$2,080 in trust
3/5 stages
R.C.
Estate Plan + Trust Kai Nakamura Active
$2,850 2.3 milestones
$950 in trust
3/4 stages
M.V.
Uncontested Divorce Maya Chen Active
$1,400 1.0 milestone
$1,400 in trust
2/4 stages
J.P.
N-400 Naturalization Kai Nakamura Active
$1,920 4.2 milestones
$480 in trust
4/5 stages
C.D.
Probate Maya Chen Dormant
$1,800 1.0 milestone
$0 $1,800 owed
2/5 stages
Dashboard
Budget
Targets
Funnel
Cases
Team
DEMO
May leaderboard — progress against monthly goals
1
MC
Maya Chen
107%
$19,200 $18,000 goal
2
KN
Kai Nakamura
97%
$14,500 $15,000 goal
3
OR
Owen Reyes
91%
$12,800 $14,000 goal
4
SK
Sarah Kim
78%
$9,400 $12,000 goal
You're not just a lawyer.
You're the CEO of your firm.
FirmChief is built for that.
Currently in invite-only beta — onboarding select firms with white-glove support.
firmchief.com
Request beta access →
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