Getting Started with FirmMetrics

The dashboard is the first thing you see after logging in. It adapts based on your role:

The Partners page shows a searchable, sortable table of all partners in your firm. You can filter by practice area and sort by origination or revenue.

Adding a Partner

Click Add Partner and fill in their details: name, email, practice area, equity percentage, billing rate, origination target, and optional compensation draw. Choose Invite to send them a sign-up link or Create to set up their account immediately.

Partner Detail Page

Click any partner's name to view their detail page with four tabs:

• Overview — KPI cards (YTD origination, revenue, average associate utilization, active matters, realization rate) and a 12-month origination trend chart.
• Origination — Table of origination credits by client and matter, with revenue amounts and credit percentages.
• Associates — Supervised associates with practice area, billing rate, YTD hours, utilization (color-coded), and client count.
• Clients — Originated clients with industry, status, matter count, and first engagement date.

The Associates page lists all associates with their supervising partner, practice area, billing rate, YTD billable hours, and utilization percentage.

Key Columns

• Utilization % is color-coded: green (≥85%), amber (70–85%), and red (<70%).
• Track shows a blue badge for associates on the partner track pipeline.

Adding an Associate

Click Add Associate and fill in their name, email, role (Senior Associate or Associate), practice area, supervising partner, billing rate, hire date, and optional bar admission date. Toggle Partner Track Eligible to include them in the partner track pipeline.

Clients

The Clients page lists all clients with their industry, originating partner, status (Active, Prospective, or Inactive), total revenue, and matter count. Use the filters to search by name, status, originating partner, or industry.

Click Add Client to create a new client record. Required fields are client name and originating partner. You can also add contact details and set the initial status.

Click any client name to view their detail page with matters, time entries, and relationship history.

Matters

The Matters page lists all matters with their client, type (Litigation, Transactional, Regulatory, Advisory, Other), status (Open, Closed, On Hold), responsible partner, assigned associates, hours, and estimated value.

Click New Matter to create one. Select the client, matter type, billing type (Hourly, Flat Fee, Contingency, or Blended), responsible partner, and optionally assign associates from a checkbox list.

Adding Entries

Click Add Entry to expand the entry form. Search for a matter by name, number, or client, then enter the date, hours (0.1–24), toggle billable/non-billable, and add a description. Click Save to record the entry.

CSV Import

For bulk entry, click CSV Import to upload a file. The importer validates your data, shows a preview of what will be imported, and highlights any errors before committing. This is the fastest way to load historical data.

Bulk Actions

Managing Partners and Equity Partners can select multiple entries using checkboxes and use the bulk action bar to mark them as Billed, Collected, or Unbilled. Status badges are color-coded: Collected (emerald), Billed (blue), Unbilled (default), and Non-bill (gray).

Time Entry Table

The table shows date, attorney (for Managing Partners), client, matter (linked to detail), description, hours, calculated value, and status. All columns are scannable at a glance.

The Reports hub provides three core analytical views. Every report supports date range filtering (with presets like YTD and Last 90 Days) and CSV export.

The Relationships page uses a weighted scoring engine to quantify and visualize attorney-client relationships. Click Recalculate Scores anytime to refresh the data.

Heatmap

An interactive grid with associates on rows and clients on columns. Each cell is color-coded by relationship score (gray → amber → emerald as scores increase). Hover any cell to see the exact score and hours. Filter by practice area to focus on specific teams.

Key Relationships

A ranked table of the top 20 relationships by score, showing the associate, client, score (color-coded), hours worked, matter count, and trend (Growing, Stable, or Declining).

Cross-Selling Opportunities

Cards for each client showing which practice areas currently serve them and which areas are missing — with suggested associates who could fill the gap. Use this to identify revenue expansion opportunities.

Key-Person Risk

Identifies clients that are overly dependent on a single attorney. Shows concentration percentage (red >80%, amber 60–80%), total hours, and a recommended action. Use this to proactively spread relationships and reduce risk.

The Compensation page lets you model and compare partner compensation scenarios before committing to a plan.

Creating a Scenario

Click New Scenario and provide a name, profit pool amount, and select an allocation method:

• Eat What You Kill — Allocates based on each partner's origination.
• Lock-Step — Allocates based on equity percentages.
• Hybrid Formula — A weighted blend of origination, equity, profitability, and discretionary factors. Adjust the weight sliders (must sum to 100%).
• Custom Points — Manually assign points for origination, management, mentoring, and client relationship contributions.

Comparing Scenarios

Select two or more scenarios using the checkboxes and click Compare. You'll see a side-by-side table of each partner's allocation under each scenario, the maximum difference, and a stacked bar chart. Mark one scenario as the baseline to see +/- deltas on all other scenarios.

Bonus Tracker

Navigate to Compensation → Bonus Tracker to manage origination bonus tiers. Configure thresholds and rates (e.g., 5% bonus on origination above $2M), and see each partner's progress toward the next tier with progress bars and earned amounts.

The Partner Track page is a Kanban-style pipeline that visualizes each associate's readiness for partnership across five stages: Not Ready, Developing, On Track, Ready, and Exceptional.

Pipeline Overview

KPI cards at the top show eligible associates, promotion-ready count, next promotion window, and at-risk alerts. Each Kanban column shows associate cards with their score (0–100) and projected partnership date.

Assessment Detail

Click any associate card to view their full assessment. The detail page includes:

• Performance Radar — A radar chart comparing their current scores against the required threshold for each criterion.
• Score Trajectory — A line chart showing their score progression over time.
• Criteria Table — Each criterion with its weight, threshold, current value, score, and a progress bar. Status shows “Met” (green) or “Gap” (red) with the gap amount.
• Strengths & Development Areas — Bullet-point summaries.
• Record Assessment — Save assessment snapshots with notes to track progress over time.

Equity Impact

At the bottom of the pipeline page, an equity impact projection shows current partner count, projected additions, and the resulting equity per partner after promotions.

Configuring Criteria

Click Configure Criteria (or go to Settings → Partner Track Criteria) to customize the evaluation criteria — set weights, thresholds, and which metrics matter for your firm.

FirmMetrics includes a built-in notification system that surfaces important events automatically. The bell icon in the header shows your unread count, with a dropdown preview of recent notifications.

Notification Types

• Origination — New origination credits recorded
• Utilization — Utilization threshold alerts (low or high)
• Achievement — Milestones and targets reached
• Partner Track — Pipeline status changes
• Assessment — New assessment snapshots
• Client Risk — Key-person risk or relationship changes
• Subscription — Billing, trial, and plan updates

Managing Notifications

Visit the full Notifications page to see all notifications with type filtering. Mark individual notifications as read, or use Mark All Read to clear everything. Configure which types you receive and email digest preferences in Settings → Notifications.

The Settings hub provides access to firm configuration:

FirmMetrics uses role-based access control. Each user has one of four roles, which determines what they can see and do:

FirmMetrics offers three plans. Every account starts with a 14-day free trial — no credit card required.

Managing Your Subscription

Go to Settings → Billing & Subscription to view your current plan, seat usage, and payment status. From there you can:

• Upgrade or downgrade your plan
• Update your payment method
• View past invoices
• Manage your subscription through the Stripe customer portal

If your subscription lapses, a banner will appear at the top of the dashboard. There's a grace period before access is restricted, giving you time to update your payment details.