Boutique Law Firm Intake & Fee Realization Dashboard
Track new matters, progress status, billings, and fee realization by month. Free .xlsx with formulas.
Finance · dashboard · CC0 public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Total Matters Opened (YTD)", "Total Fees Billed (YTD)" and "Total Fees Realized (YTD)" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
This template helps boutique law firms monitor new client matter intake, matter status progression, and fee realization over time. Enter each new matter as a row, including practice area, status, billed fees, and realized collections. The summary KPIs and comparison bars are based on the underlying data to highlight trends in volume, revenue, and realization. Review these insights regularly to optimize capacity, improve billing practices, and enhance profitability.
Released under the CC0 license (public domain): download, edit and use it freely — including commercially — with no attribution required.
Use cases
- Visualize indicators like "Total Matters Opened (YTD)" and "Total Fees Billed (YTD)"
- Make faster decisions based on "Total Fees Realized (YTD)"
- Compare your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Matters Opened (YTD)
- Total Fees Billed (YTD)
- Total Fees Realized (YTD)
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 40 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 7 columns already laid out and formatted.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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