A matter and client dashboard for law firms
A law firm dashboard shows new inquiries, who is handling them, open matters, upcoming deadlines, unbilled work and where referrals come from. It fills in from your intake, calendar and billing tools, so partners can see the state of the firm without asking five people.
Talk through your firm with the person who builds it
A free 30-minute call. You leave knowing which part of your law firm to hand to AI first, what we would build, and roughly how long it takes.
What a partner wants to see
Inquiries waiting for a reply, consults this week, matters with a deadline soon, and invoices outstanding. Each should link to the underlying record.
Access should match your firm’s roles, so each person sees only what they need.
Where the work comes from
Tracking referral sources shows which relationships and channels send real matters. That tells you where to spend your marketing effort.
Keep it to counts and sources. Client details stay in your case system.
Deadlines and billing together
A matter’s calendar and its billing belong on the same view. A partner can see that a filing is due and that the last invoice is unpaid. That joined-up picture helps decide where the team’s time goes this week.
Picture this
Examples of what it can look like. Illustrations, not clients.
On Monday morning the managing partner sees four matters with filings due this week and who owns each.
A dashboard shows that most new clients came through another attorney’s referrals, so the firm sends that attorney a thank-you.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“intended for voluntary use and to improve the ability to incorporate trustworthiness considerations into the design, development, use, and evaluation of AI products, services, and systems.”
Sources
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- ABA Model Rule 1.6: Confidentiality of Information: The model ethics rule on protecting client information.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your firm with the person who builds it
A free 30-minute call. You leave knowing which part of your law firm to hand to AI first, what we would build, and roughly how long it takes.
Questions
Does it replace my practice management software?
Not always. It can sit on top of what you use and pull the key numbers together.
Who owns the data?
You do. It runs on accounts you control, at a fixed price agreed in writing.
Who can see it?
Only the people you choose, by role. Access is set up to match how your firm already works.
More jobs AI can take on
What Westward builds for this
A dashboard that runs itself: the same job in similar businesses