Sample data for review. Every figure here is illustrative — placeholders so you can see the layout and shape before live QuickBooks and marketing data are connected.
Marketing channel attribution isn’t available yet — leads show as Unattributed at the case level until Clio is live.
Net (12 mo.)
$4.0M
money in − money out
Money in (12 mo.)
$11M
▲ 55%vs. prior month
Money out (12 mo.)
$7.3M
all expenses, cash basis
Signed cases (12 mo.)
157
3 settled · 12 open
Marketing ROI
9.2×
fees ÷ marketing spend
Money in vs. money out
Report 1Rolling 12 months, cash basis
Money inMoney outNet
Where the money goes
Report 2Top spending categories, last 12 months
Payroll & Benefits
$3.4M
Marketing
$1.2M
Case Costs
$1.1M
Rent & Facilities
$437K
Insurance
$437K
Cost / signed case
$7K
blended
Cost / call
$214
blended
Open WIP
$539K
advanced, unreimbursed
Cash position
$1.8M
operating (sample)
This month
PulseSeptember 2026
Money in$1,520,000
Money out$720,000
Net$800,000
Money in — 12-month trend
Data sources
HealthWhere each number will come from
QuickBooks — Firm
Nightly
QuickBooks — Personal
Nightly
Prospect Report (email)
Daily
Scorpion
Monthly
Meta Ads
Daily
Google Ads
Daily