For partners
See contribution, billing performance, collections, WIP and the issues that need attention, without digging through reports.
Explore partner viewsSee what needs attention across your firm. Understand why. Act on it.
FirmIntel works with the data already inside your systems to surface what deserves attention across performance, receivables, WIP, trust and compliance.
Each figure, and the records behind it, is shown in a guided demo.
Action Inbox
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Preview
Action Inbox, in a guided demo.
Explore this view in a guided demonstration using fictional data. No financial exports are needed before your demo.
One view of what matters across the firm.
Financial and operational intelligence for the people making decisions and the people keeping the firm running.
Sample data
For finance teams
Monitor trust, receivables, WIP, cash flow and exceptions in one place, with the underlying detail behind every number.
Explore finance views
Every question on the agenda, answered in the meeting.
FirmIntel works through the data already in your systems, so each item arrives with an answer, the reason behind it and the person who owns it.
- 1.
Are we on track for the year?
This year against last, across billing, collections and WIP, with the matters behind every number.
Executive Overview
Sample data - 2.
Would we pass a trust audit tomorrow?
Client ledgers that have gone negative and money that has sat in trust too long, found before the auditor finds them.
Trust
Sample data - 3.
Are all our partners on target?
Billing and collections by partner, using your firm's own credit rules and tied back to firm totals.
Partner Reports
Sample data - 4.
Is cash coming in as fast as the work goes out?
Lock-up in days, split into time to bill and time to collect, so you know which one to fix.
Performance Drivers
Sample data - 5.
Can we cover draws next quarter?
Operating cash, the lowest point in the next 90 days, and scenarios built on how your clients actually pay.
Cash Flow
Sample data - 6.
Is there anything we should be worried about?
One inbox, ranked by severity, with what happened, why it matters and who owns it.
Action Inbox
Sample data
One financial picture. Two ways to act on it.
Sample data · Workflow and Assistant examples
Action Inbox
A prioritized list of what needs attention, ranked by severity. Every item shows what happened, why it matters and what to do next.
Assistant
Ask about the firm in plain language and see the figures behind every answer, with the next steps for review.
FOR THE Business of Law
From the founders
Every firm has a version of the same meeting. The partners ask how the firm is really doing, and the answer arrives days later, in pieces.
We built FirmIntel so that meeting goes differently.
Mohammad has spent more than fifteen years in finance and operations, and over a decade inside law firms, from the trust ledger to the controller's chair. He has reported to managing partners and COOs, and led system conversions at four firms. He knows where the answers hide.
Shahab has spent sixteen years in security engineering, and today he is a Senior Security Researcher at Microsoft, building cloud-scale platforms that investigate threats on their own. He knows what it takes to protect information that can never be exposed.
Our careers never shared an office. They share one conviction:the people who lead a firm should never be left waiting to know where the firm stands, and should never have to choose between clarity and confidentiality.
Know what matters. Move the firm forward.
The FoundersFirmIntel, Vancouver
See FirmIntel in action.
See how FirmIntel helps a firm's leadership understand performance, spot what needs attention and act on it.
We’re inviting a small number of law firms to explore FirmIntel with us as we prepare for our first pilot deployments.
FirmIntel is a financial and operational intelligence platform built specifically for law firms. It works alongside existing legal accounting and practice-management systems.
No. FirmIntel helps leadership understand financial and operational information from the systems they already use.
Financial performance, receivables, work in progress, cash flow, partner performance, trust exception monitoring, compliance-related review and financial follow-up workflows.
Managing partners, law-firm CFOs, financial controllers, COOs and executive leadership teams who need to understand performance and move from insight to action.
No. FirmIntel helps identify potential exceptions and matters requiring professional review. It does not replace a firm’s regulatory responsibilities or independent reconciliation processes.
Book a guided demonstration. We’re also speaking with a limited number of law firms about early access and future pilot deployments.
No. The initial demonstration uses fictional data. Please do not submit confidential client information or financial records through public contact or scheduling forms.
FirmIntel is being developed to work with existing legal accounting and practice-management systems. We can discuss your systems and the current availability of suitable data connections during a demo.