We have your $350 payment and your uploaded data. Our team will review what you sent and email your QuickLook report within one business day. If we need anything else to complete the analysis, we'll reach out — no extra charge.
What happens next: The FirmChief team reviews your data, builds the report sections from the sources you provided, and emails the finished PDF along with a Calendly link for your bundled 30-minute review meeting. Replies and questions go to info@firmchief.com.
A Stripe receipt has been emailed to you separately. Keep this URL bookmarked in case you need to return: it's the only place we'll be sending the upload tools if you need to re-send anything.
FCFirmChief™ Finance
QuickLook Report Generator
Get your QuickLook Report — $350
Upload any combination of data exports below — sections appear only for data you provide. You'll see green check-marks once each file parses cleanly.
No charge. Your card was not billed. Upload your data below and try again whenever you're ready.
The QuickLook analyzes only the data you upload. Each section in your report is built from one source — sections appear only for sources you provide. If we need additional data to complete an analysis you're hoping for, we'll reach out before issuing the final report — no extra charge.
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QuickBooks P&L
Reports → Profit & Loss → Export CSV Set columns to "By Month"
Not uploaded
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LawPay Payments
Reports → Payment Activity → Export CSV Include all payment types
Not uploaded
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Clio / MyCase Matters
Matters → Export → CSV Include Fee, Attorney, Status fields
Not uploaded
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Docketwise Matters
Reports → Matters → Export CSV Immigration matter list
Not uploaded
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CampLegal Matters
Reports → Matters list → Export CSV format preferred
Not uploaded
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Manual Data Template
Upload your filled-in template See download helper below
Not uploaded
📋 Don't have a manual data file yet?Fill it in, then upload it in the Manual Data Template box above.
Dollar amounts, dates, matter types, and all financial figures stay real.
Secure checkout via Stripe · One-time charge · Upload at least one source above to enable. Report delivered within 1 business day after our team reviews.