Active Firms Live
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Total Leads
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Est. MRR
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Open Errors
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Firms at a Glance
| Firm | Plan | Leads | Status |
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Recent Leads
| Client | Firm | Practice Area | Priority | Received |
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Quick Actions
Recent Activity
No activity yet
| Firm Name | Slug | Plan | Owner Email | Leads | Created | Actions |
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| Client | Firm | Practice Area | Priority | Score | Status | Received |
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| Type | Message | Page / Firm | Severity | AI Diagnosis | Status | When | Action |
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Monthly Revenue
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Active subscriptions
Total Cost
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All providers combined
Net Profit
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Profit Margin
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Revenue minus costs
Provider Costs
Est. monthly
| Provider | Service | Billing | Monthly Cost | % of Total |
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Revenue · Cost · Profit
Last 6 months
Per-Client Breakdown
| Firm | Plan | MRR | Leads (Period) | Cost (Share) | Gross Profit | Margin % | Status |
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Gross Margin
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Revenue − direct costs
ARR
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Annual Recurring Revenue
Cost per Client
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Avg monthly cost/firm
LTV (est.)
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At 24-mo avg retention
Break-Even Clients
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Firms needed to cover costs
MRR Momentum
Cumulative MRR trajectory
Cost-to-Revenue Ratio
% of revenue spent on tools
Cost Distribution
Revenue by Plan
Total Leads
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All firms
High Priority
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Needs immediate attention
Converted
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—% conv. rate
Avg AI Score
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Out of 10
Leads Over Time
Last 30 daysBy Practice Area
Lead Status Funnel
Priority Distribution
Active Tools
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Licensed & running
Monthly Cost
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All recurring costs
Annual Projection
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Based on monthly costs
Renewing Soon
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Within 30 days
Cost by Category
Billing Cycle Breakdown
| Tool / Provider | Category | Plan | Billing | Monthly Cost | Start Date | Renewal | Status | Actions |
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Total Spent (Period)
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Current filter
This Month
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YTD Spend
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Jan 1 – today
Tax Deductible
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Deductible this year
Trend & Breakdown
Monthly Spend Trend
Last 12 months
By Category
Month-by-Month Breakdown
Last 12 months · All amounts in USD
| Month | Transactions | Recurring | One-Time | Tools & Infra | Other | Total (USD) | vs Prev Month |
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Expense Log
| Date | Description | Category | Vendor | Amount | Billing | Payment | Tax Ded. | Actions |
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Platform
Intake Defaults
Notifications
Admin Account
Platform Settings
Maintenance Mode
Show a maintenance banner on the intake form. Leads will not be accepted.
New Onboarding Paused
Temporarily stop accepting new firm signups while you set up processes.
Demo Firm Visible
The demo firm (Miller & Associates) is available for intake link demos.
Intake Defaults
Haiku is recommended — faster responses, lower cost per intake.
Leads scoring below this threshold are still saved but flagged as low quality.
Notification Settings
Critical Error Alerts
Immediate email when a critical error fires (Claude API down, intake failed, etc.)
6-Hour Warning Digest
Batch email of warning-level errors every 6 hours via Make.com.
New Lead Notifications
Get notified when a new high-priority lead is captured across any firm.
Admin Account
⚙️ To set your admin role, run this SQL in Supabase:
UPDATE auth.users SET raw_user_meta_data = '{"role":"super_admin"}' WHERE email = '[email protected]';