Daily PulseSample data · illustrative email
To: Managing Partner · Example firm
What needs attention today
Prioritized by NyxOFour priorities to act on. One follow-up resolved.
Yesterday → Today 1 new / 3 changed / 1 resolved
- 01NEW
Aging invoices need follow-up
Impact$48.2K outstanding
Yesterday
8 invoices · 60+ days
Today
9 invoices · 60+ days
- Why it matters
- Another invoice has entered the aging balance. Cash remains uncollected even though the work has been billed.
- Owner
- Firm Admin · billing follow-up
- Next step
- Confirm payment status and assign follow-up on the nine overdue invoices.
- 02CHANGED
Flat-fee matters are below margin
Impact2 matters below 32% margin
Yesterday
1 matter below 32%
Today
2 matters below 32%
- Why it matters
- More recorded work is reducing the margin on these matters. Continuing without a scope review puts profitability under pressure.
- Owner
- Attorney · matter lead
- Next step
- Review the remaining work and flag any scope change before the matters close.
- 03CHANGED
Associate capacity needs attention
Impact4 associates below 75% utilization
Yesterday
3 associates below 75%
Today
4 associates below 75%
- Why it matters
- Available capacity and assigned work are out of balance. The COO can intervene before the gap carries into another week.
- Owner
- COO · capacity intervention
- Next step
- Review workloads with practice leads and reallocate matters where appropriate.
- 04CHANGED
Realization has slipped
Impact86% realization this month
Yesterday
87% month to date
Today
86% month to date
- Why it matters
- Less of the recorded value is turning into billed revenue. The current figure is four points below the trailing 90-day average.
- Owner
- Managing Partner · decision
- Next step
- Review write-downs and billing adjustments with Finance before deciding what needs to change.
- 05RESOLVED
Intake follow-up is complete
ImpactNo unanswered lead in this flagged queue
Yesterday
Lead awaiting follow-up
Today
Follow-up recorded
- Why it matters
- The previously flagged follow-up has been recorded. It no longer needs today's intervention; a response is not a signed client.
- Owner
- Firm Admin · intake follow-up
- Next step
- Track the next intake stage and reopen the item if another follow-up becomes overdue.