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Live Interactive Demo — Law Firms

Your Law Firm's Financial Clarity

Explore billable hour modeling, realization rate tracking, trust accounting, and partner draw planning — built specifically for legal practices.

Sample data for: Apex Legal Group, LLP (8 attorneys)

See What You'll Get

Explore our interactive dashboard demo below — the same tools included with every plan.

Law Firm Model Inputs

Starting Balances

Starting Cash

Collectible AR

Accounts Payable

Attorney Staffing

Partners

Associates

Avg Billable Rate ($/hr)

Target Billable Hrs/Atty/Mo145

Realization Rate %87%

Compensation

Partner Draw ($/mo each)

Assoc. Comp ($/mo each)

Paralegal Costs ($/mo)

Monthly Overhead

Rent & Insurance

Tech & Software

Admin Staff

Other OpEx

Monthly Ending Cash Balance

Billings vs Total Expenses

Net Monthly Cash Flow

Firm Profit by Attorney

Realization vs Collection Rate

Top Client AR 30 Day+

Expense Breakdown

Combined Scenario Impact on Ending Cash

New Attorney Hire

Annual salary

Billable rate ($/hr)

Expected billable hrs/mo130

Attorney Departure

Annual salary ($)

Billable rate ($/hr)

Billable hrs/month0

Realization Rate Change

No change

Adjusted realization %87%

Annual impact$0

New Practice Area

Inactive

Additional monthly revenue

Setup cost (one-time)

Monthly added overhead

Expense #1

Type

Amount

Month

Description

Expense #2

Type

Amount

Month

Description

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Cash Balance: Base Case vs Combined Scenario

CleanBooks Advisor

Analyzing Apex Legal Group, LLP financials

I've analyzed 12 months of projected financials for Apex Legal Group, LLP. Here are my key findings for your 8-attorney practice:

Realization Rate Alert: Your realization rate of 87% is below the AmLaw median of 92%. This gap costs your firm approximately $21,750/month in lost revenue.

Firm Profit by Attorney: Revenue per attorney averages $47,500/mo. Associate #3 is tracking at only 118 billable hrs/month — 18% below target.

Trust Account Note: Your trust balance of $287K is healthy. However, 3 client matters have trust balances below their retainer threshold.

Top 3 Recommendations:Improve realization to 92% — adds $261K annually
Tighten AR collections to 30 days — currently averaging 42 days
Consider hiring a 6th associate — ROI positive within 4 months

Total Filings

Filed on Time

In Progress

Overdue

Compliance Filing Tracker

Filing	Due Date	Status
Quarterly 941 (Q1 2026)	Apr 30, 2026	Filed
State Payroll Tax (Q1)	Apr 30, 2026	Filed
Annual 940 (2025)	Jan 31, 2026	Filed
1099-NEC Filing (2025)	Jan 31, 2026	Filed
Workers Comp Audit	Jul 15, 2026	Upcoming
Quarterly 941 (Q2 2026)	Jul 31, 2026	Upcoming

Upcoming Deadlines

Workers Comp Audit

Jul 15, 2026 • 139 days

Quarterly 941 (Q2 2026)

Jul 31, 2026 • 155 days

Total Budget

$291,500

Total Actual

$292,300

Variance

−$800

Over budget

% of Budget Used

100.3%

Category Breakdown

Category	Budget	Actual	Variance	Var %
Attorney Compensation	$180,000	$175,000	▼ $5,000	-2.8%
Paralegal Staff	$45,000	$48,200	▲ $3,200	+7.1%
Office Lease	$22,000	$22,000	— $0	0.0%
Technology & Software	$8,500	$11,200	▲ $2,700	+31.8%
Professional Development	$5,000	$3,800	▼ $1,200	-24.0%
Marketing & BD	$12,000	$14,500	▲ $2,500	+20.8%
Insurance	$6,500	$6,500	— $0	0.0%
Office Supplies	$3,000	$2,100	▼ $900	-30.0%
Court Fees & Filing	$4,500	$5,800	▲ $1,300	+28.9%
Miscellaneous	$5,000	$3,200	▼ $1,800	-36.0%
Total	$291,500	$292,300	▲ $800	0.3%

Budget vs Actual by Category

Monthly Budget vs Actual Trend

Firm Billable Hours

1,247

of 1,600 target

↑ 8% vs last month

$412,850

Revenue Collected

$89,200 outstanding

↑ 12% vs last month

87.3%

Realization Rate

Industry avg: 82%

↑ 2.1%

$89,200

Accounts Receivable

12 clients overdue

↑ $12K vs last month

Attorney Performance, Origination & Bonus ProgressExport CSV ↓

Attorney	Billable Hrs	Collected	Originated Rev	Bonus Progress	Status	Realization
JM James Morrison Partner • Litigation	189 hrs Target: 180	$94,500	$142,300 8 clients • 12%	105%	On Track	92%
SK Sarah Kim Partner • Corporate	172 hrs Target: 180	$86,000	$218,600 14 clients • 12%	92%	On Track	89%
RP Robert Park Associate • Real Estate	134 hrs Target: 160	$53,600	$31,200 3 clients • 10%	72%	At Risk	84%
LT Lisa Torres Associate • Family	98 hrs Target: 160	$29,400	$0 0 clients • 10%	48%	Behind	78%
MC Michael Chen Of Counsel • IP	156 hrs Target: 140	$78,000	$96,400 6 clients • 10%	98%	On Track	91%

Overdue Client AccountsView All →

Westfield Properties LLC

Commercial Lease Dispute • Orig: James Morrison

$24,800

90+ days

TechStart Inc.

Series A Funding • Orig: Sarah Kim

$18,400

60-90 days

Garcia Family Trust

Estate Planning • Orig: Lisa Torres

$12,600

30-60 days

Oakridge Development

Zoning Appeal • Orig: Robert Park

$8,900

30-60 days

Firm ProfitabilityDetails →

Gross Revenue (Billed)$502,050

Revenue Collected$412,850

Origination Credits-$52,140

Supervision Credits-$18,720

Write-offs-$18,200

Net Revenue$323,790

Compensation$245,000

Overhead$68,000

Net Profit$10,790

Origination Revenue Leaderboard (YTD)Configure Rules →

Rank	Attorney	Clients Originated	Total Revenue	Credit Rate	Credits Earned
★	SK Sarah Kim Partner • Corporate	14 clients	$218,600	12%	$26,232
2	JM James Morrison Partner • Litigation	8 clients	$142,300	12%	$17,076
3	MC Michael Chen Of Counsel • IP	6 clients	$96,400	10%	$9,640
4	RP Robert Park Associate • Real Estate	3 clients	$31,200	10%	$3,120

Client	Revenue	My Credit
TechStart Inc. 3 active matters	$48,200	$5,784
Pinnacle Ventures 2 active matters	$42,100	$5,052
CloudNine SaaS 1 active matter	$36,800	$4,416
DataFlow Analytics 2 active matters	$31,500	$3,780
Others (10 clients) Various matters	$60,000	$7,200

Matter	Client	Hours	Billed	Collected	Outstanding	Status
Series A Funding	TechStart Inc.	46 hrs	$23,000	$4,600	$18,400	Overdue
M&A Due Diligence	Pinnacle Ventures	38 hrs	$19,000	$19,000	$0	Paid
SaaS License Agreement	CloudNine SaaS	22 hrs	$11,000	$11,000	$0	Paid
Data Privacy Compliance	DataFlow Analytics	18 hrs	$9,000	$6,000	$3,000	30 days

Attorney	Billable Hrs	Revenue	My Credit (8%)	Bonus Progress	Utilization	Status
RP Robert Park Associate • Real Estate	134 hrs Target: 160	$53,600	$4,288	72%	72%	At Risk
LT Lisa Torres Associate • Family	98 hrs Target: 160	$29,400	$2,352	48%	58%	Behind
AW Amanda Wright Associate • Litigation	156 hrs Target: 160	$62,400	$4,992	94%	88%	On Track

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