📊 Live Firm Revenue Metrics
⚖️ Active Case Portfolio Value
$4.2M
Potential attorney fees at target settlement
↑ 8 new cases this month
📅 Avg Days to Settlement
287d
vs 218d top-quartile PI firms
↓ 69-day gap = cash flow pressure
📞 Intake Conversion Rate
22%
vs 34% top-performing PI intakes
↓ 12-point gap = 11 cases/yr lost
🏥 Lien Exposure (Total)
$318K
Across 24 active cases with med liens
⚠️ 3 cases over 90d without lien update
💰 Avg Case Fee — Closed YTD
$18,400
vs $22,100 benchmark similar firm size
Mix shift opportunity detected
📋 Cases Without 30d Activity
7
No call, email, or status update logged
↓ Churn risk — client satisfaction drops
⚖️ Case Pipeline — Velocity Tracker
Days avg per stage shown
StageCasesPortfolio ValueAvg Days
📞 Intake / Evaluation
18
—
14d
📋 Investigation & Demand Prep
24
$1.1M
62d
📨 Demand Letter Sent
11
$820K
44d
🤝 Active Negotiation
8
$640K
38d
⚖️ Litigation Filed
6
$1.6M
148d
✅ Settlement Closing
4
$280K
21d
📊 Pipeline Health: 4 cases in "Demand Letter Sent" stage are 60+ days without carrier response. Industry standard triggers litigation review at 45 days — SE recommends immediate escalation review.
📋 Case Type Mix & Avg Fee
🚗 Auto Accidents
31 cases
$14,200
avg fee
🏥 Medical Malpractice
4 cases
$68,400
avg fee
🏗️ Premises Liability
8 cases
$22,100
avg fee
🚚 Trucking Accidents
3 cases
$94,000
avg fee
👷 Workers Comp Crossover
5 cases
$18,700
avg fee
💡 Mix Insight: Trucking and med-mal represent 7 of 51 cases (14%) but drive 38% of potential fee revenue. A single trucking case referral source would shift your economics materially.
📞 Intake Conversion Funnel
Last 90 days — where leads are lost
Inbound Contacts
186
100%
Intake Call Completed
126
68%
Qualified — Case Review
82
44%
Retainer Sent
58
31%
Retainer Signed
41
22%
📉 Biggest Drop: Retainer sent → signed (73% → 22%). 17 retainers sent were never signed. Average response time after retainer send: 4.1 days. SE benchmark: same-day follow-up recovers 34% of these.
💰 Settlement Probability Forecast
Top 5 cases by expected near-term close
Martinez v. Coastal TransportTrucking accident — L4-L5 fusion, liability clear
Close likely
$287K
81% 30d
Thompson v. Greenway PropertiesSlip & fall — 2 surgeries, $180K med bills
Negotiation
$142K
64% 45d
Johnson v. State Farm (UM)Underinsured motorist — policy limits demand out
Awaiting carrier
$95K
58% 30d
Williams v. Metro MedicalMisdiagnosis — expert retained, depo scheduled
Pre-trial
$380K
41% 90d
Davis v. Apex ConstructionScaffold fall — liability disputed by carrier
At risk
$220K
29% 60d
🔴 Revenue Leakage Engine — PI Firm–Specific
Active Leakage Patterns Detected
$94,200 / year identifiedRetainer Signed → Case Opened Delay
Your average time from signed retainer to first investigation activity is 11 days. Carriers monitor this window — delayed medical record requests and late demand timelines reduce negotiated values by an average of 18% in auto cases.
$38K
/year est.
Lien Negotiation Not Systematized
You have $318K in active medical liens. Top PI firms negotiate liens before settlement — reducing lien payoffs by 20–40% and increasing net client recovery (and therefore future referrals). No structured lien negotiation process detected in your workflow.
$28K
/year est.
Intake Response Latency
Your average first-response to new leads is 4.8 hours. Studies across PI firms show lead conversion drops 85% after 5 minutes for inbound web leads. You are responding in hours — likely losing 6–8 retainable cases per month to competitors who respond faster.
$28K
/year est.
📡 SE_Watch — Case Risk Signals
Davis v. Apex — carrier hired coverage counsel (public filing). Possible bad-faith defense strategy starting.
RISK
3 cases without attorney-client contact in 45+ days. Bar rules require regular status updates.
URGENT
Martinez v. Coastal — defendant expert depo scheduled. 72hr window to counter with your own expert.
ACTION
Williams — 90-day statute window for expert disclosure in 18 days. Calendar gap detected.
DEADLINE
4 closed clients (last 12 mo) with no referral outreach. Avg PI referral generates 1.4 new cases per client.
GROWTH
🏥 Lien Exposure Tracker
Martinez v. Coastal
Medical
$84,200
Grady — 94 days, no reduction offer
Williams v. Metro Medical
Medical
$62,400
Emory — negotiation pending
Johnson v. State Farm
Medicare
$31,800
CMS — final demand pending
Thompson v. Greenway
Medical
$48,100
Reduced from $71K — secured
🚨 Lien Alert: Martinez lien at $84K with no reduction offer after 94 days. SE recommends formal lien dispute letter this week — typical outcome: 22–35% reduction.