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.
Map your firm: see what could run on its own
Enter your website. The Brain reads it and shows every step of your law firm that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
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 in a law firm. 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.
Map your firm in Westward’s Brain
Enter your website. The Brain reads it and shows every step of your law firm that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
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 AI for law firms
What Westward builds for this
A dashboard that runs itself in similar businesses