Turn Your Data Into Answers
Your utilization rates, billing, pipeline, and client health live in separate systems — and getting a clear picture takes hours. We connect them, automate the reporting, 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 live in one system, billing in another, and pipeline in a third — getting a clear picture takes three people and two days.
We connect your systems into a single source of truth. One dashboard. Real-time. →
You asked your team to 'use AI more' and got blank stares — or worse, a ChatGPT subscription nobody uses after month two.
We identify the exact workflows where AI saves time, then build them for you. Nothing new to learn. →
Your monthly management report is a manual spreadsheet ritual that takes your best people half a day every month.
Automated operational reports on your schedule. You review the insights, not the raw data. →
You need to know which clients are at risk, which partners are performing, and which practice areas are growing — and that answer doesn't exist anywhere.
Exception-based alerts surface only what needs your attention. No more hunting for problems. →
Your dev team (or your IT vendor) says building a real-time dashboard is a 6-month project.
We deliver in weeks. You see results in the first one. →
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.
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 — 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 Professional Services businesses ask for most.
Operational Dashboards
- Utilization & billing by team member
- Matter status across all open files
- Daily/weekly activity summaries
- Capacity planning & workload balance
Financial Intelligence
- Revenue forecast vs. actuals
- AR aging with escalation triggers
- Budget burn by engagement
- Collections rate trends
Client & Pipeline
- Pipeline by practice area & stage
- Referral source conversion rates
- Client health & retention scores
- New matter intake velocity
Compliance & Risk
- Deadline & statute of limitations tracker
- Conflict check status board
- Trust account reconciliation
- Malpractice exposure flags
Automated Reports
- Weekly management summary email
- Monthly board-ready PDF report
- Client billing statements
- Partner performance scorecards
AI Workflow Automation
- Auto-draft follow-up emails at 30/60/90 days
- Matter intake form → CRM sync
- Invoice generation from time entries
- Alert routing to the right partner
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
Submit a short form describing your firm and the manual processes eating your team's time. We'll tell you exactly what can be automated — no commitment required.
Get Approved
Our team reviews your application and reaches out within 2 business days to confirm fit and scope your data sources.
Connect & Configure
An AIBMM-approved vendor connects your existing systems (practice management, billing, CRM) and configures your environment. No technical lift from your team.
Start Prompting
Ask questions in plain English. Get live dashboards and formatted reports from your own data — instantly. 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
- Automated workflows between your systems
- Single source of truth for all firm data
- 2 system integrations (practice management, billing, etc.) included
- Automated reporting and review generation
- Production-grade database with daily backups
- Secure cloud file & document storage
- Periodic security reviews by Coulee Tech
- Email & SMS notification setup
- Monthly business intelligence health 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. The assessment is free, setup is handled, and results come in week one. If you don't love it, don't pay.