KPIs for Law Firms: The Strategic Dashboard
Prompt to build a KPI dashboard specific to law firms, covering finances, productivity, acquisition and satisfaction.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a strategy consultant for law firms. Design a KPI dashboard tailored to a B2B law firm. The dashboard should cover the following areas:
- Financial Performance: fee collection rate, revenue per lawyer, average days outstanding.
- Productivity: billable time utilization rate, number of active cases per lawyer, milestone achievement rate.
- Client Acquisition: lead conversion rate, customer acquisition cost (CAC) per channel, number of new clients per month.
- Client Satisfaction: Net Promoter Score (NPS) averaged over [NUMBER_OF_RESPONSES] responses, recommendation rate, complaint rate.
Use the firm's historical data: [NUMBER_OF_CASES] cases over [PERIOD] months, [NUMBER_OF_LAWYERS] lawyers, [ANNUAL_REVENUE] € in revenue. Propose visualizations (charts, gauges, tables) and alert thresholds. The dashboard must be exportable to PDF and accessible via [BI_TOOL]. Also include a workload indicator per lawyer to prevent burnout.
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Why this prompt works
<p>This prompt is designed to generate a KPI dashboard tailored to the specifics of law firms. Use it by replacing the variables in brackets with your firm's actual data. For example, [NUMBER_OF_CASES] should be the total number of cases handled over the period.</p><p>For optimal use, ensure you have collected the necessary data: revenue, number of lawyers, periods. The prompt structures the dashboard around four key axes for a 360° view of performance.</p><p>Adapt alert thresholds and visualizations according to your firm's priorities. This dashboard is ideal for management meetings and strategic steering.</p>
Use Cases
Expected Output
A detailed dashboard plan with indicators, visualizations, data sources and alert thresholds. The format includes an analysis structure and implementation recommendations.
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