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Reporting and dashboards

Know where things stand, without asking

Your numbers pulled together automatically, with a plain-English summary each week. One view of open work, stuck files and what needs attention, without chasing anyone for updates.

Book an AI workflow audit See examples for your firm
Weeklyplain-English summary
One viewof open work and stuck files
No chasingfor status updates
One view of the whole firm, every Monday.

How the weekly report comes together

An example of a Monday summary going down the line, from your systems to your inbox.

Example workflow · weekly report

Your Monday summary

Before, someone asked around every week to find out where things stood.

  1. Your systems (Your systems)
  2. Pulls the numbers (AI does it)
  3. Flags stuck files (AI does it)
  4. Writes the summary (AI does it)
  5. Manager reviews (Your team checks)
  6. In your inboxevery Monday morning
  • AI does it
  • Your team checks
  • Your systems
More examples for your field

How we build yours

Pick the questions

What do you ask your team for every week? Those become the report.

Connect the data

We pull numbers from your case, billing and email systems.

Design the view

A simple dashboard and a weekly summary written in plain English.

Keep it current

It updates on its own. We adjust it as your questions change.

What you get

Know where things stand without chasing anyone.

  • See it all at once

    Open work, stuck files and deadlines in one place.

  • A summary you'll read

    A short weekly note on what changed and what needs you.

  • Spot problems early

    Files that sit too long get flagged before they become problems.

  • Shorter meetings

    Everyone starts from the same numbers.

What it looks like in your field

Each of these is an example workflow: something we know how to build, with no numbers until your audit measures them.

  • Insurance claims

    Files waiting on documents

    BeforeManagers ask each adjuster which files are waiting on documents.
    With AIA weekly view shows every file waiting on documents, and for how long.
    More for claims

  • Law firms

    Matters by stage

    BeforePartners ask for status at every meeting.
    With AIA dashboard shows every matter by stage, with next deadlines.
    More for law firms

  • Accounting firms

    Tax-season progress

    BeforeSomeone updates a spreadsheet of who's filed.
    With AIA live view shows each return's status and what's missing.
    More for accounting

  • Medical offices

    Billing follow-up

    BeforeDenied claims sit in a pile.
    With AIA weekly list shows denials by reason, ready for follow-up.
    More for medical offices

What do you ask your team for every week?

The audit turns those questions into a report plan, with a price. From $500.

Book an AI workflow audit

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Getting started

Every project starts with a paid audit, so you know exactly what you're buying before you buy it.

What you'll need

  • Access to the systems that hold the numbers
  • The questions you ask most often
  • Who should get the weekly summary

Tools we often use: Microsoft Power BI or Excel, Google Sheets and Looker Studio, ChatGPT and Claude summaries, and Python.

Price and timing

  • Start withAI workflow audit, $500–$1,500
  • Typical first project$2,000–$3,500
  • After launch10% of your build cost per month, $500 minimum

Larger projects are quoted in your audit plan, often up to about $5,000. If your first project is $2,000 or more, your audit fee comes off the build price.

Price your audit

Straight answers

Something else on your mind? Call (305) 807-7015.

Do we need new software for dashboards?

Usually not. We often build on Excel, Power BI or Google tools you already have.

Where does the data come from?

From your existing systems: case management, billing, email and calendars.

What's in the weekly AI summary?

A short, plain-English note on what changed, what's stuck and what needs your attention.

How much does reporting cost?

Most reporting projects fall within a typical first build of $2,000 to $3,500.

Find out where AI fits in your firm

Start with a free call, or go straight to the audit. Either way, you talk to the person who builds it.

Not sure yet?

Book a free 20-minute call

Tell us what's eating your team's time. We'll tell you honestly if AI can help. No pitch, no obligation.

Book a free call

Ready?

Book your AI workflow audit, from $500

1–2 weeks, ending in a written plan ranked by hours saved, with a price for each piece.

Book your audit

Today, every call and every audit is led by our founder, Aramis M. Figueroa. Or call (305) 807-7015.

Not ready yet? Get the free “Is your firm ready for AI?” checklist

A 10-question checklist you can fill in over coffee. It shows where your team's hours go and which work AI could take on first.

One email with the checklist. No newsletter unless you ask for it. See our privacy policy.

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