Revenue up 35% to $7.78M. The audit found the next million: 1,146 hired but never filed. $2.48M stuck between the hire and the filing. Spreadsheets and memory are holding it. A system is not.
12 months ended March 31, 2026. We pulled these from your P&L, your case management system, and your staff’s own words. No guesses.
Clients hired vs. cases filed, 12 months ended March 31, 2026
36.9% of hired clients never reach filing. At a $2,161 blended average case value, that is $2.48M sitting between the hire and the courthouse.
Bounces, ACH failures, chargebacks, refunds, online payments, cash and checks, old balances, payment plans, and system glitches — with no single finance control center.
Contract, signature, payment setup, client access, folder creation, and case file setup are connected business events being handled as separate clerical tasks.
23+ manual trackers across 10 owners decide what happens next in billing, filing, client service, and 341 work. The evidence is one click away.
What the audit measured: the revenue, the pipeline leak, and the diagnosis in three sentences.
This page Step 02The Spreadsheet Problem Matrix — all 23+ manual trackers, who owns them, and the risk each one creates.
See the evidence → Step 03The week-by-week implementation roadmap, the ten priorities, owners, governance, and the recoverable impact.
Read the plan → Step 04The enterprise package, the implementation menu, and the release decision in front of you.
Go to the decision →