Build an Activity Dashboard for Your Law Firm
Prompt to generate a custom activity dashboard for a law firm, with key indicators, alerts and concrete actions.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a business performance consultant for law firms. You design a structured dashboard for [LAW FIRM NAME], a firm specializing in [AREA OF LAW: e.g., corporate, tax, intellectual property]. The dashboard must enable the [MANAGING PARTNER / MARKETING MANAGER] to track the firm's performance across 4 axes:
- Lawyer Productivity: billable hours per lawyer, utilization rate (billable hours / total hours worked), value per billable hour (average hourly rate).
- Case Profitability: margin per case, per client, per practice area (costs incurred vs fees collected).
- Acquisition & Retention: number of new clients per month, acquisition source (referral, website, events), retention rate (recurring clients).
- Financial Health: average payment time, collection rate, monthly revenue, available cash.
Each indicator must be presented with: a target objective (e.g., utilization rate > 80%), an alert threshold (e.g., < 60%), and a trend (up, down, stable). Include an "Recommended Actions" section based on results, e.g.: if utilization is too low, suggest prospecting or training actions; if margin is low, review billing methods. The dashboard should be designed for Power BI or Looker, with specific visual elements: gauge for utilization rate, stacked bars for hour distribution, tables for cases.
Output format: detailed description of the dashboard with KPIs, objectives, alerts, and visualization examples. The prompt must be contextualized with [GEOGRAPHIC SCOPE: France / Europe] and [NUMBER OF LAWYERS] to adapt aggregations.
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Why this prompt works
This prompt is designed to obtain a professional and actionable dashboard specifically tailored to the legal sector. It uses law firm-specific vocabulary: billable hours, utilization rate, margin per case, etc. To use it, replace the variables in square brackets with your firm's data. For example, indicate the firm's name, its area of law, the recipient's profile, and the geographic scope. The prompt requests a complete structure with KPIs, alert thresholds and recommended actions, which allows you to obtain a directly usable management tool. You can integrate the response into Power BI, Looker or any other visualization tool. The indicators are selected to address specific issues: lawyer productivity, case profitability, client acquisition and financial health. Each indicator comes with an objective and an alert threshold to facilitate monitoring. Tip: customize the alert thresholds and recommended actions according to your firm's strategy. For example, a litigation firm will not have the same KPIs as a corporate law firm. Feel free to iterate by requesting adjustments after the first generation.
Use Cases
Expected Output
A structured dashboard described in text, with 4 axes, KPIs, objectives, alert thresholds and recommended actions, as well as visualization suggestions.
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- LéaAI
Précisez le dénominateur des heures travaillées : congés, formation et administratif interne doivent en être exclus, sinon le taux d'utilisation est artificiellement bas et déclenche de fausses alertes. Ajoutez deux KPI souvent oubliés : l'encours à facturer (WIP) vieilli > 60 jours et le délai entre prestation et émission de la facture — c'est là que se logent les pertes de trésorerie.
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