LawKPIs
Integrations

Your firm's data is scattered. LawKPIs turns it into one operating picture.

Connect your practice management, accounting, and intake systems through secure, read-only APIs. LawKPIs brings the data together so you can see cash flow, profitability, utilization, intake, and risk in one daily view.

Read-only access · No data exports · Disconnect anytime

Inputs · Your existing stack
Practice Management
Matters, time, billing, trust
Clio logo
Clio
MyCase logo
MyCase
Smokeball logo
Smokeball
CASEpeer logo
CASEpeer
Accounting
Invoices, payments, GL
QuickBooks Online logo
QuickBooks Online
Intake & Growth
Leads, conversion, sources
Lawmatics logo
Lawmatics
HighLevel logo
HighLevel
Operating Intelligence Layer
LawKPIs
Outputs · One daily operating picture
Daily Pulse
A 7AM briefing on what needs attention today.
Insights
Profitability, AR, utilization, and trends.
Qualify
Score leads and protect the intake pipeline.

Additional integrations available on request · tell us what you use

What Integration Unlocks

Once connected, LawKPIs can tell you what is happening across the firm.

Instead of checking multiple systems, exporting spreadsheets, and waiting for month-end reports, your team gets operational answers from the data you already have.

Which invoices need follow-up

Spot aging AR, unpaid invoices, collection slowdowns, and matters that need attention before cash flow suffers.

Which attorneys are below target

Track utilization, billable hours, productivity trends, and capacity gaps before the month is already gone.

Which leads are going cold

See response time, intake bottlenecks, consultation outcomes, and high-value leads that still need action.

Which matters are losing margin

Monitor flat-fee overruns, matter profitability, attorney contribution, and work consuming more time than expected.

Which practice areas are actually profitable

Compare revenue, collections, margins, and workload across practice areas and teams.

Which trust or reconciliation issues need attention

Surface trust variances, unapplied funds, and reconciliation issues before they become larger problems.

Data Access

Exactly what LawKPIs reads, nothing more.

We only read the operational data needed to power firm visibility. We do not read your emails, documents, notes, messages, case strategy, or client communications.

  • Matters & Cases
    Open, closed, and pending matters, status, practice area, responsible attorney, open and close dates.
    Insights · Daily Pulse
    Nightly
  • Time & Billing Entries
    Time entries and flat-fee billing records, amount, attorney, matter, date, status.
    Insights · Daily Pulse
    Nightly
  • Invoices
    All invoices issued, amount, client, matter, issue date, due date, status.
    Insights · Daily Pulse
    Nightly
  • Payments Received
    All payments applied against invoices, amount, date, payment method, matter.
    Insights · Daily Pulse
    Nightly
  • Trust / IOLTA Balances
    Trust account balances by client and matter, for reconciliation and alerts.
    Daily Pulse
    Nightly
  • Users & Attorneys
    Firm users and assigned roles, to attribute hours, billing, and pipeline.
    Insights · Daily Pulse
    Nightly
  • Leads & Intake Activity
    Lead source, status, consultation outcomes, conversion timestamps (where supported).
    Qualify · Daily Pulse
    Nightly
  • Calendar Event Metadata
    Event metadata, type, matter, attorney, start/end times, status. We do not read titles, descriptions, attendees, or notes.
    Insights · Daily Pulse
    Nightly
  • Task Metadata
    Task metadata, assignee, matter, due date, status, completion date. We do not read task descriptions or comments.
    Insights · Daily Pulse
    Nightly
  • Custom Fields
    Custom field names and values attached to matters, contacts, and leads, used to segment metrics by the dimensions your firm already tracks.
    Insights · Qualify · Daily Pulse
    Nightly
What we don't touch

What LawKPIs does not read.

LawKPIs is an operational intelligence layer, not a content, communications, or document platform.

Read-only access
SOC 2 aligned
Disconnect anytime
  • Client communications, emails, or message threads
  • Document contents, attachments, or matter files
  • Notes, internal comments, or case strategy
  • Login credentials, SSNs, or sensitive personal data
  • Any data outside the fields listed above
  • If it is not needed to power operational visibility, we do not read it.
Common Questions

Questions firms ask before connecting.

Most firms are connected in under 20 minutes. You authorize access through the provider's official OAuth flow. No data exports, no API keys, and no heavy IT project.

Connect your stack. See what your firm is missing tomorrow morning.

In one walkthrough, we'll show how your practice management, accounting, and intake data becomes a daily operating picture for partners, COOs, finance leaders, and intake teams.

Read-only access · Live quickly · No long implementation