Law Firm Dashboard: Matters, Deadlines and Unbilled Work at a Glance

A law firm dashboard shows partners, on one screen, who is overloaded, which deadlines are coming, how much work is unbilled and which practice areas turn enquiries into instructions. Describe the figures you check each week and Mythex builds the dashboard on a real database, either from data your team enters or from CSV exports of your existing systems.

Who it's for

Managing partners and practice managers who assemble a weekly report by hand from the time recording system, the accounts package and a spreadsheet of enquiries, and still find out about a missed key date from the client.

What you can build

Open matters by fee earner and stage
Every key date across the firm in the next 30 days
Unbilled work and lock-up per matter
Invoices unpaid beyond 30, 60 and 90 days
Enquiries against instructions by practice area
Matters and fees by referral source

Workload and deadlines first

The view that prevents trouble is a list of every key date across all matters in the next few weeks, grouped by fee earner, beside the number of open matters each person carries. It shows who is heading into a crunch and which deadlines rely on someone about to go on leave. Ask Mythex to highlight dates with no recorded activity on the matter in the past fortnight.

Key dates by fee earner
Open matters per person
Flag dates on quiet matters

Lock-up: unbilled work and unpaid bills

Cash in a law firm is tied up twice: in work done but not billed, and in bills sent but not paid. Show both per matter and per fee earner, and in total. Fixed-fee matters that have run for months without an interim bill stand out quickly. Aged debt in 30, 60 and 90-day bands tells the practice manager who to chase on Monday.

Where the work comes from

Track enquiries per practice area and how many became instructions, plus the referral source of each matter and the fees it produced. A low conversion rate usually means slow call-backs, not bad marketing. Knowing which introducers send profitable work tells partners where to spend their lunches.

Conversion by practice area
Fees by referral source
Average time to first call-back

Getting data into it

Start with what you already have. Export matters, time and invoices to CSV from your current systems and ask Mythex to build an import, then refresh it weekly. Enquiries and key dates can be entered directly in the app. If your practice management software has an API, you can connect it yourself later for live figures.

A prompt to start from

Build a dashboard for my law firm. Import matters, time entries and invoices from CSV weekly. Show open matters by fee earner and stage, all key dates in the next 30 days grouped by fee earner, unbilled work and aged unpaid invoices (30/60/90 days) per matter, enquiries versus instructions by practice area, and fees by referral source. Partners see everything; fee earners see their own matters.

Questions

Can it pull data from our practice management software?

The simplest route is a weekly CSV export imported into the dashboard. If your software has an API, you can connect it yourself for live data.

Can fee earners see only their own figures?

Yes. Ask for roles so partners see the whole firm and each fee earner sees their own matters, dates and billing.

Can it warn us about upcoming deadlines?

Yes. The dashboard lists key dates in the coming weeks, and you can ask for an email digest through an email provider you connect.

Do I need to write formulas or code?

No. Describe the numbers you want in plain words, such as unbilled work per fee earner, and Mythex builds the charts and tables.

Is it free to build?

Yes. The Free plan needs no card and gives daily credits to build and publish. Pro is $25/month for a custom domain, code editing and export.

Templates to start from

Analytics Dashboard Template — KPI cards, charts, and activity table
Metrics Dashboard Template — Governed metrics and self-serve charts
Budget Dashboard Template — CSV import with variance analytics
Customer Health Dashboard Template — Churn scoring with explainable charts
Account Health Dashboard Template — Renewal view with risk scores
Sales Attribution Dashboard Template — Multi-model revenue attribution
Supply Chain Simulator Template — Flip disruptions and watch KPIs
Event Registration Page Template — Tiers, waitlists, attendee dashboard