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Running the firm

Firm Owner / Managing Partner

Owns the business — where cases come from, what they're worth, where the money is, what's at risk.

1:38 · 8 steps · narrated, with captionsShort on time? The 1:09 version

The walkthrough

The firm owner runs the business: where cases come from, what they're worth, where the money is, and what's at risk. Here is the managing partner's view of LitAxis.

  1. 01The firm on one screen

    The firm on one screen: leads, sign-ups, open cases and settlements, on a laptop or a phone, where it installs as an app.

  2. 02Ask your firm anything

    The owner can ask the firm a question, like how many cases were signed from TV last quarter, and get the answer from the firm's own data, with a chart when one helps.

  3. 03What the analyst found

    The AI analyst reports patterns, anomalies and opportunities across marketing, intake, cases and settlements, and each insight links to the numbers behind it.

  4. 04Which ads pay

    Because every lead is tracked through to settlement, marketing return is measured on case value, not cost per lead.

  5. 05The pipeline

    The pipeline shows matters at every stage, from lead to closed: where the firm's future revenue sits today.

  6. 06Value at risk

    This view flags open cases where treatment is running into the policy limit, where more treatment doesn't mean more money and the strategy has to change.

  7. 07Trust account, reconciled

    For every trust account, LitAxis checks that the book balance equals the sum of the client balances, and says on one line whether they agree.

  8. 08Run the firm by asking

    And in Chat the owner can pull numbers, assign work or set up an AI Job in a sentence. Nothing changes without a confirmation card.

The whole firm, from the first click to the final payout, on one screen. That's LitAxis for firm owners.

In the productMarketingPayout

The short version

Firm Owner / Managing Partner in 1:09

5 of the 8 steps: The firm on one screen, Ask your firm anything, Which ads pay, Value at risk, Trust account, reconciled.

See LitAxis on your firm's kind of cases.

A working session in the product — intake to payout — on our synthetic demo firm. No slide deck.