Your Whole Firm, Every KPI, One Screen.
See active cases, open tasks, revenue, and upcoming deadlines the moment you log in. Lextiff's Firm Dashboard pulls live data from every matter so partners, paralegals, and staff always know exactly where things stand — no spreadsheets, no status meetings, no guessing.
Firm Dashboard
Samira LLC — live overview
How the dashboard works
26 KPI Cards, Built From Real Case Data — Not Static Reports
Every card on the dashboard reads live off your cases, tasks, expenses, and settlements — not a separate reporting layer that needs syncing. What each person sees is controlled two ways: what their role is allowed to see, and which of those cards they've chosen to keep on their own screen.
Admin Grants Access
In Roles & Permissions, each of the 26 dashboard cards is its own togglable permission — granted per role.
Cards Compute Live
Active cases, expenses, liens, settlements, and deadlines calculate straight from the firm's real case data.
Each User Customizes
From "Customize Dashboard," any user checks or unchecks the cards they were granted, and drags them into order.
Firm or Personal Default
A user can save their layout as the firm default for everyone, or reset back to it — and admins can lock the layout firm-wide.
Firm / Mine Toggle
Every card can be viewed scoped to the whole firm or just the logged-in user's own cases and tasks.
Drill Into Any Case
Case-based cards (Top ROI Cases, High-Value Cases, Settlement Opportunities) link straight to the real case record.
Cases, Expenses, Liens, and Expected Recovery — Above the Fold
The top row of every dashboard shows the four numbers that matter most on login, with the real breakdown one layer down — recovered vs. written off, paid vs. outstanding, settled vs. still open.
- ✓ Active Cases — with total case count and how many are unassigned
- ✓ Total Expenses — split into recovered vs. written off
- ✓ Total Liens — across active cases, with amount already paid
- ✓ Expected Recovery — with settled amount broken out
- ✓ Firm / Mine toggle scopes the entire dashboard, not just one card
Dashboard — top KPI strip
Overview of cases, expenses, and recovery
Active Cases
4
5 total cases · 4 unassigned
Total Expenses
$1,060
✓ Recovered $995 · ✕ Written off $0
Total Liens
$17,670
Across 4 active cases · $16,180 paid
Expected Recovery
$29,105
Settled: $396,000
Every card, by category
26 KPI Cards Across 10 Categories
Each card below is independently permission-gated — an admin decides which roles see which cards in Settings → Roles & Permissions.
- ✓ KPI Summary
- ✓ Case Stages
- ✓ High-Value Cases
- ✓ Attorney/Team Performance
- ✓ ROI Cases
- ✓ Financial Exposure
- ✓ Revenue Forecast
- ✓ Settlement Opportunities
- ✓ Insurance Claims Status
- ✓ Monthly Revenue Trend
- ✓ Settlement Pipeline
- ✓ Deadline Risk Monitor
- ✓ Upcoming Deadlines
- ✓ Deadline Pressure
- ✓ Intake Pipeline
- ✓ Intake to Case Conversion Funnel
- ✓ Referral Source Performance
- ✓ Case & Intake Trend
- ✓ Medical Records Pending
- ✓ Medical Chronology Progress
- ✓ Demand Package Pipeline
- ✓ Discovery Pending
- ✓ My Tasks
- ✓ Recent Activity
- ✓ Documents Uploaded
- ✓ Client Alerts
Know What's At Risk and What's Coming Due
Financial Exposure shows firm capital currently at risk against your litigation reserve. Deadline Risk Monitor and Deadline Pressure surface expired and upcoming statute dates before they become a malpractice risk — pulled from the same statute-tracking data as the case file, not a separate calendar sync.
- ✓ Financial Exposure — active case expenses vs. litigation reserve, with a Safe/At Risk indicator
- ✓ Revenue Forecast — pipeline value projected across 30/90/180 days
- ✓ Deadline Risk Monitor — flags expired or expiring statute deadlines by case
- ✓ Deadline Pressure — surfaces the cases under the most time pressure right now
- ✓ Upcoming Deadlines — next statute deadline per case, with days remaining
Financial Exposure
Safe$65
Firm capital currently at risk
Deadline Risk Monitor
1Bevis Hahn - Personal Injury
Personal Injury · California
ExpiredStatute: January 14, 2025
Pipelines, not just totals
See the Funnel, Not Just the Finish Line
Case Stages, Settlement Pipeline, Demand Package Pipeline, and the Intake → Case Funnel all show real counts and dollar values at every step — not just a single end-of-month total.
Case Stages — 5 total
Settlement Pipeline — $1,288,000 total
Demand Package Pipeline — 9 total
Intake → Case Funnel — 60% conversion
The Admin Decides Which Role Sees Which Card
Every one of the 26 dashboard cards is its own permission, controlled from Roles & Permissions alongside every other permission in the app. A Paralegal role and an Owner role can see a completely different dashboard, without a single line of custom code.
- ✓ Each of the 26 KPI cards is an individually togglable permission
- ✓ Built-in roles ship pre-configured — Owner, Senior Attorney, Attorney, Paralegal, Accounting, and more
- ✓ Fully custom roles can be created with their own permission set and billing rate
- ✓ A user only ever sees the cards their role was granted — nothing to hide manually
Roles & Permissions
Every User Picks Their Own Cards, Within What They're Allowed to See
Open "Customize Dashboard" and check or uncheck any card you were granted access to, grouped by category. Set your layout as the firm-wide default for everyone, reset back to it anytime, or lock it firm-wide so nobody can rearrange it.
- ✓ Check/uncheck any of the 26 cards, grouped by category
- ✓ "Set current layout as firm default" — push your layout to the whole firm
- ✓ "Reset to firm default" — undo personal changes in one click
- ✓ "Layout Locked" toggle — an admin can freeze the dashboard firm-wide
- ✓ Firm / Mine scope toggle applies on top of whatever cards are visible
Customize Dashboard panel
Customize Dashboard
🔒 Layout LockedCASES
FINANCIAL
DEADLINES
All 26 Cards, at a Glance
Every card is real, permission-gated, and computed from your firm's own case data.
| ✓ KPI Summary | ✓ ROI Cases | ✓ Deadline Risk Monitor |
| ✓ Case Stages | ✓ Financial Exposure | ✓ Upcoming Deadlines |
| ✓ High-Value Cases | ✓ Revenue Forecast | ✓ Deadline Pressure |
| ✓ Attorney/Team Performance | ✓ Settlement Opportunities | ✓ My Tasks |
| ✓ Intake Pipeline | ✓ Insurance Claims Status | ✓ Recent Activity |
| ✓ Intake to Case Conversion Funnel | ✓ Monthly Revenue Trend | ✓ Documents Uploaded |
| ✓ Referral Source Performance | ✓ Settlement Pipeline | ✓ Client Alerts |
| ✓ Case & Intake Trend | ✓ Medical Records Pending | ✓ Discovery Pending |
| ✓ Medical Chronology Progress | ✓ Demand Package Pipeline |
See Every Case, Task, and Dollar.
All in One Dashboard.
Lextiff's Firm Dashboard brings your active cases, tasks, revenue, and upcoming deadlines together in one live view — so your team always knows what's next, from the first login of the day to the last.
No credit card required · Setup same day · Cancel anytime