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Know what’s happening
Reports & analytics
Give owners and supervisors the picture they need: where work is, where the risk is, and where the money is — with exports gated by permission.
Pipeline
Leads by source and conversion rate from enquiry to client.
Workload
Cases by department and status, staff workload and overdue tasks.
Money
Revenue by case type and outstanding invoices.
Service
Average response time and documents pending.
What you get
Built for how firms actually work.
- ✓ Filter by date, department and staff
- ✓ Permission-gated exports
- ✓ Partial-data warnings rather than silent gaps
- ✓ Supervisor dashboard with risk and review queues
Why it matters
Leads, conversion, workload, deadlines, revenue and outstanding invoices — at a glance.
Every action here is permission-controlled and captured in the append-only audit log — so the firm is protected and the client is reassured.
Explore more of the platform
See Fitzentic run your firm.
Book a 30-minute walkthrough, or start a free trial and explore it yourself.