Active cases
142
+8
vs. last 30d
Signed clients
118
+11
MTD
Pending intakes
27
+4
awaiting review
Active treatment
81
-3
currently treating
Demand-ready
14
+6
records complete
Missing records
23
+2
blocking demand
Settlement
Projection vs. closed — last 12 weeks
projected closed
Conversion
Intake-to-sign funnel
last 30d
Leads
312
—
Contacted
247
79%
Qualified
168
68%
Consult booked
119
71%
Signed
86
72%
Overall
28%
Sign rate
28%
Avg cycle
4.2d
Settlement pipeline
Top open matters by projected value
total open
$1280k
- KL-2041DemandM. AlvarezRear-end / cervical$285k142d open
- KL-2034NegotiationD. RobinsonT-bone / TBI$240k198d open
- KL-2058DemandS. PatelSlip & fall / lumbar$175k96d open
- KL-2067LitigationJ. NguyenCommercial vehicle$425k311d open
- KL-2072RecordsC. WilliamsSideswipe / shoulder$95k64d open
- KL-2079TreatmentR. KowalskiPedestrian / knee$60k38d open
AI Navigator
Insights this morning
refreshed 6:30a
Priority
4 demand-ready cases have not been drafted
Alvarez, Patel, Tran, and Becker have complete records and policy limits. Avg lag: 9 days.
Watch
Stalled treatment: 7 clients with no provider visit > 30 days
Most common gap is orthopedic follow-up. Risk: gap-in-treatment defense at deposition.
Signal
Marketing: paid social CPL down 22% week-over-week
Meta Lead Ads creative v4 outperforming v3 by 1.4×. Recommend shifting 30% of search budget.
Pipeline
Case stage distribution
live count · all matters
- Intake27
- Investigation19
- Treatment54
- Records23
- Demand14
- Negotiation11
- Litigation6
- Settled9
Operations
Urgent task queue
5 active
- highRequest MRI report — Alvarez (KL-2041)Sara K.·Paralegal· Today 4:00p
- highReview demand draft — Robinson (KL-2034)Mark T.·Attorney· Today 5:00p
- medFollow-up call — new lead NguyenLia M.·Intake· Today 2:30p
- medRecords subpoena — St. Joseph HospitalSara K.·Paralegal· Tomorrow
- highMediation prep — Patel (KL-2058)Devon H.·Attorney· Fri 9:00a
Tavrn watch
Missing records — blocking demand
- KL-204114dMRI report · M. AlvarezSutter Imaging
- KL-20469dER chart · T. BeckerKaiser Santa Rosa
- KL-205221dPT notes · A. TranBay Ortho
- KL-20586dSurgical report · S. PatelMemorial Hospital
- KL-206132dInitial visit · G. LopezPrimeMed Urgent Care
Operations
Staff productivity · 7d
utilization
- Sara K.Paralegal92%
- Mark T.Attorney88%
- Devon H.Attorney81%
- Lia M.Intake95%
- Priya R.Paralegal84%
Marketing intelligence
Lead source attribution · 30d
signed total
106
SourceLeadsSignedCPLCPS
- 12438$142$463Google Ads — Auto
- 9624$88$352Meta Lead Ads
- 4719——Organic / SEO40%
- 2817——Referral — past clients61%
- 178——Referral — providers