WHO IT'S FOR · BY ROLE
The same data, read differently by role.
Every license sees the full platform, but the first screen and the daily habit differ by what the job actually needs.
Owner / Managing Partner
Daily Pulse is the habit — one email, before the day starts, naming what actually needs a partner's attention rather than a staff member's.
Firm Administrator
Dashboards and AR are the daily tools — collections worklists, trust compliance, and the reports partners ask for before every meeting.
COO
Benchmarking and practice-area economics — comparing this firm's numbers against similar firms, not just against last quarter.