What we've learned inside hundreds of firms
These playbooks turn patterns we've seen across firm data into practical guidance you can apply without connecting anything first. Full content is on the way — the topics below are what's coming.
Coming soon
Each of these will be a full guide. For now, here's what to expect.
Reading your realization rate correctly
Why the headline number can hide a losing practice group, and what to check before you trust it.
What a healthy AR aging curve looks like
Benchmarks for how much of your AR should sit past 30, 60, and 90 days, by firm size.
Utilization targets that actually make sense for a 20-person firm
Why copying a big-firm utilization target usually sets a smaller firm up to miss it.
Spotting margin leak in flat-fee matters
The pattern that turns a flat fee from a convenience into a quiet loss, and how to catch it early.
Intake response time and what it actually costs you
The math behind why an hour of delay on a new lead is more expensive than most firms assume.
Building a daily numbers habit that sticks
Why monthly review meetings catch problems too late, and what a daily cadence looks like instead.
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