Intelligence Layer

Finally See the Full Picture

One dashboard. All your data. Real-time insights. Make decisions based on facts, not feelings.

1
Dashboard for Everything
5+
Reports Replaced
90%
Forecast Accuracy
Real-time
Data Updates
Schedule Discovery Call← Back to AI Operating System
The Problem

You're Flying Blind

Critical business data is scattered, stale, and impossible to act on.

5-10
different tools with separate data

Data in Silos

Intake data here, marketing metrics there, financials somewhere else. You're making decisions based on fragments instead of the full picture.

3hrs+
weekly time gathering basic metrics

No Real Visibility

How's intake performing this week? What's our marketing ROI? Which attorneys are most productive? You should know instantly, not after hours of digging.

72%
of firms lack data-driven decision making

Guessing Instead of Knowing

Strategic decisions based on gut feeling because data is too hard to access. You're flying blind when you could be data-driven.

What's Included

Your Complete Intelligence Arsenal

Five integrated components that give you complete visibility into your practice.

Unified Analytics Dashboard

All metrics in one place

Stop logging into 10 different tools. See intake performance, marketing ROI, operational efficiency, and financial metrics in a single, real-time dashboard designed for law firm partners.

One dashboard replacing 5+ separate reports

Client Behavior Insights

Understand your clients deeply

See how clients interact with your firm at every touchpoint. Identify patterns in successful engagements, spot at-risk relationships early, and optimize the client experience based on real data.

Predict client satisfaction with 90% accuracy

Revenue Forecasting

See the future of your firm

AI-powered predictions based on pipeline, historical patterns, and market conditions. Know what revenue to expect, plan for growth, and make confident business decisions.

Revenue predictions within 5% accuracy

Competitive Intelligence

Know your market position

Track competitor marketing activity, pricing changes, and market positioning. Understand where you're winning and where you're losing. Make strategic decisions based on market reality.

Track 10+ competitors automatically

Performance Reporting

ROI tracking that actually works

Automated reports delivered weekly, monthly, or quarterly. Track ROI across every initiative. Know exactly what's working, what's not, and where to invest your resources.

Automated weekly reports, zero manual work
System Integration

The Brain of Your AI Operating System

The Intelligence Layer collects and synthesizes data from every other layer—giving you complete visibility.

Intelligence Layer
←
Client Acquisition Layer
Lead source performance, conversion rates, and cost per case—all visible in real-time
←
Operations Layer
Productivity metrics, utilization rates, and efficiency trends feed into the dashboard
←
Marketing Layer
Content performance, SEO rankings, GEO citations, and marketing ROI tracked automatically

Data flows in from every layer. You see everything in one place.

Dashboard Preview

What You'll See Every Morning

One screen that tells you exactly how your firm is performing.

47
New Leads This Week
↑ 23% vs last week
$127K
Projected Revenue
↑ 12% vs forecast
89%
Utilization Rate
↑ 5% vs target
4.8
Avg Review Score
12 new this month

Lead Source Performance

Google Ads
$847 CPA
AI Search
$312 CPA
Referrals
$0 CPA

This Week's Priorities

3 high-value leads need follow-up
5 invoices overdue by 30+ days
Marketing campaign exceeding targets
FAQ

Common Questions

Everything you need to know about the Intelligence Layer.

The Intelligence Layer automatically pulls data from all other layers of your AI Operating System, plus integrates with your practice management software, accounting system, and other key tools. No manual data entry required—everything syncs automatically.
You control access levels. Partners typically get full dashboard access with all financial metrics. Associates might see productivity and case metrics. Staff can access the information relevant to their roles. We help you set up appropriate permissions during implementation.
Our AI models typically achieve 90-95% accuracy for 30-day forecasts and 85-90% for 90-day forecasts. Accuracy improves over time as the system learns your firm's specific patterns. We're transparent about confidence levels for every prediction.
We only gather publicly available information—marketing content, online reviews, job postings, press releases. No hacking, no private data, nothing unethical. Think of it as systematically reading what your competitors publish, which anyone could do manually.
Absolutely. We start with proven report templates, then customize based on what matters most to your firm. You decide what metrics to track, how often to receive reports, and how information is presented. The dashboard is yours to configure.

Ready to See the Full Picture?

Schedule a discovery call to see how the Intelligence Layer can give you complete visibility into your practice. Make decisions based on data, not guesswork.

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