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.
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That's why we built FirmChief.
FC
FirmChief Finance
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
J
F
M
A
M
J
J
A
S
O
N
D
Active case mix
12
I-485 Adjustment
4
N-400 Naturaliz.
3
Estate Plan
3
Other
2
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
FC
FirmChief Finance
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:
4
cases / month
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FirmChief Finance
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
J
F
M
A
M
J
J
A
S
O
N
D
May:
9% of annual · 3% above the average month
$17,200
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FirmChief Finance
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% ✓
FC
FirmChief Finance
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
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FirmChief Finance
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
FC
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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FirmChief Finance
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