Turn Your Firm's Data Into Answers
Your utilization rates live in Clio, matter documents are in NetDocuments, and some attorneys still track time in MyCase. Getting a clear picture of your firm's performance takes hours every week. We connect your practice management, billing, and document systems into a single source of truth — and give you live dashboards from a single plain-English question. Results in week one.
Every AI Tool You've Bought Failed.
Here's the part nobody told you.
Every AI tool on the market assumes your data is clean, connected, and accessible. It's not. That's why nothing has worked — yet.
Your utilization rates are in Clio, some attorneys track time in MyCase, and getting a firm-wide picture requires exporting from both systems and reconciling in a spreadsheet.
We connect Clio and MyCase into a single utilization dashboard. One number. Real-time. No exports. →
Documents are in NetDocuments, matter status is in Clio, and nobody knows which matters have documents past their review deadline until a client calls.
Automated deadline tracking cross-references NetDocuments activity with Clio matter status and alerts the right attorney the day a deadline is missed. →
Your AR aging report is a manual Clio export that your billing manager runs once a month — by then the 90-day clients are already a collections problem.
Live AR aging dashboards built directly from Clio billing data, with automated escalation alerts at 30, 60, and 90 days. →
You have no idea which practice areas are growing, which referral sources are converting, or which attorneys are underperforming — until the annual partner meeting, when it's too late to change course.
Year-round performance dashboards built from your Clio and Clio Grow data. Exception-based alerts surface only what needs attention. →
Your monthly management report is a manual spreadsheet ritual that takes your office manager half a day every month.
Automated operational reports on your schedule. Partners review insights, not raw exports. →
Full Dashboards. One Prompt Each.
Every dashboard below was built from a single plain-English question — and lives at your own URL, built from your data. Click the tabs, sort the table, dismiss alerts.
| Attorney | Billed Hrs | Target Hrs | Util % | Revenue | Status |
|---|---|---|---|---|---|
| M. Chen | 186 | 204 | 91% | $58K | ✓ Strong |
| R. Patel | 171 | 204 | 84% | $53K | ✓ On Track |
| S. Williams | 159 | 204 | 78% | $50K | ✓ On Track |
| J. Torres | 145 | 204 | 71% | $45K | → Monitor |
| A. Kim | 129 | 204 | 63% | $40K | ⚠ Below |
M. Chen leads at 91% utilization. D. Nguyen is 3 months below threshold in Clio.
Firm-wide utilization reached 74% this month, a 3-point improvement over last month driven primarily by the litigation practice. M. Chen continues to lead at 91%, on pace to exceed the quarterly target by 14%. D. Nguyen has now posted below-65% utilization for three consecutive months in Clio — a coaching conversation is recommended. Unbilled WIP grew $22K this week, with four matters past the 30-day billing cycle. Quarterly revenue is tracking at 82% of target with six weeks remaining.
Two Powerful Tools. Zero Technical Overhead.
Both capabilities are fully managed — your team never touches a server, database, or line of code.
Prompt to Dashboard
Ask a question. See the answer live.
Type a question about your business in plain English. Within seconds, a live dashboard surfaces the answer — updated automatically from your existing data sources. No spreadsheets. No waiting on someone to pull a report.
- Real-time KPI tiles built around your business metrics
- Pulls from your existing systems (CRM, ERP, spreadsheets)
- Shareable views for leadership, board meetings, and reviews
- Managed and maintained — no developer required
Prompt to Report
Ask a question. Get a written analysis.
The same question that generates a dashboard can also produce a formatted narrative report — complete with trend analysis, flags, and recommendations. Ready for your leadership team, your clients, or your board.
- Narrative summaries generated from your real data
- Trend analysis, anomaly flags, and recommendations included
- Export-ready for client reviews, board decks, and stakeholders
- Runs on the same managed infrastructure as your dashboards
Every Visibility Gap. Solved.
If you can describe the question, we can build the dashboard. Here's a sample of what Legal businesses ask for most.
Utilization & Billing
- Clio utilization by attorney vs. target
- Realization rate and billing rate trends
- Unbilled WIP aging and billing cycle alerts
- MyCase + Clio unified time tracking view
AR & Collections
- Clio AR aging with 30/60/90-day buckets
- Collections rate by attorney and practice area
- Automated escalation alerts at each threshold
- Trust account reconciliation dashboard
Document & Matter
- NetDocuments workspace activity by matter
- Document review deadline tracking
- Stale workspace and archival alerts
- MyCase matter status cross-referenced with NetDocuments
Pipeline & Clients
- Clio Grow pipeline by practice area
- Referral source conversion rates
- Client health and retention scores
- New matter intake velocity
Automated Reports
- Weekly management summary from Clio data
- Monthly partner performance scorecards
- Client billing statements auto-generated
- Board-ready quarterly financial report
AI Workflow Automation
- Auto-alert on document deadline missed in NetDocuments
- Clio AR escalation email at 30/60/90 days
- Matter intake form → Clio + NetDocuments sync
- Stale workspace notification to matter owner
If you can describe it in plain English, we can build it.
We've built dashboards from spreadsheets, ERPs, industry software, billing systems, and custom databases. The assessment is free — tell us what you need.
From Assessment to Insights in Days
We handle the technical setup. You start asking questions.
Free Assessment
Tell us which systems you're running — Clio, MyCase, NetDocuments, or others — and what data you can't see clearly. We'll map out exactly what can be connected and automated. No commitment required.
Get Approved
Our team reviews your environment and reaches out within 2 business days to confirm fit and scope your data sources — practice management, billing, and document management.
Connect & Configure
An AIBMM-approved vendor connects your Clio billing data, MyCase matter tracking, and NetDocuments workspace activity. No IT lift from your team. Client confidentiality maintained.
Start Prompting
Ask questions in plain English. Get live dashboards showing utilization, AR aging, document deadlines, and pipeline — built from your actual Clio and NetDocuments data. Results in week one.
Try It Free for 2 Months.
Love It or Leave It.
We build your dashboard from your existing data — securely, with no technical lift from your team. Use it for two full months. If it doesn't change how you run your business, walk away. No invoice. No hard feelings.
Your data stays yours. Dashboards are built from your existing systems — securely connected, never shared, hosted on infrastructure you control.
- Custom dashboards tailored to your firm's KPIs
- Clio, MyCase, or NetDocuments integration included
- 2 system integrations (practice management, billing, documents) included
- Live utilization, AR aging, and document deadline dashboards
- Automated collections escalation alerts
- Automated reporting on your schedule
- Production-grade database with daily backups
- Secure cloud infrastructure — client data never shared
- Email & SMS alert setup for AR and document deadlines
- Monthly firm performance intelligence report
- Direct access to Coulee Tech team
- Dev + Production environments included
Additional System Integrations — $95/mo each. Two are already included.
No credit card required to start. No setup fees.
AI Doesn't Fail Because of AI.
It Fails Because of the Foundation.
The AIBMM (AI Business Maturity Model) maps exactly where businesses get stuck — and it's always the foundation. Without Level 3, Levels 4 and 5 are impossible. Every failed AI investment you've made stalled because this layer was missing.
AIBMM is the framework. Coulee Tech is your certified delivery partner. The combination is something no standalone vendor offers.
Your Firm Deserves Better Data.
Stop waiting two days for a number that should take two seconds. Stop finding out about document deadlines after they've passed. The assessment is free, setup is handled, and results come in week one. If you don't love it, don't pay.