Question 1

What is dashboardWISE?

Accepted Answer

dashboardWISE is law firm analytics software for owners, managing partners, and operational leaders who need a clear view of firm performance without rebuilding reports in spreadsheets.

Question 2

What does the law firm dashboard show?

Accepted Answer

Insight 360 brings client performance, matter health, work in progress, billable targets, billing, collections, and accounts receivable into one connected law firm dashboard.

Question 3

Can we keep using Clio or Smokeball as we do now?

Accepted Answer

Yes. Your team continues working exactly as it does today. dashboardWISE reads that data through a read-only connection and presents it as a firm-level view. Your practice management system remains the system of record — nothing is ever written back to it.

Question 4

Which practice management systems can we connect?

Accepted Answer

dashboardWISE currently connects with Clio Manage and Smokeball. You select the practice management system during onboarding and authorize the connection.

Question 5

How does dashboardWISE work with Clio?

Accepted Answer

dashboardWISE connects to Clio Manage and organizes client, matter, billing, collection, work in progress, and performance data into connected dashboards and drill-down reports. Your team continues managing daily work in Clio Manage.

Question 6

How does dashboardWISE work with Smokeball?

Accepted Answer

dashboardWISE connects to Smokeball and organizes client, matter, billing, collection, work in progress, and performance data into connected dashboards and drill-down reports. Your team continues managing daily work in Smokeball.

Question 7

Can timekeepers see their own billable targets?

Accepted Answer

Yes. Each timekeeper can see progress against daily, weekly, monthly, and yearly targets, where their role has permission to view it.

Question 8

Where do the dashboard numbers come from?

Accepted Answer

Every number originates in your connected Clio or Smokeball records. Key KPIs open into drill-down tables that retain the selected period, definition, and source context, so leadership can see how a figure was calculated and which records sit behind it.

Question 9

Is our client data safe?

Accepted Answer

The connection is read-only — dashboardWISE reads your records for reporting and never writes back to Clio or Smokeball. Credentials are never stored; authorization uses the standard OAuth process, and you can revoke access at any time from either dashboardWISE or your practice management system.

Question 10

How long does setup take?

Accepted Answer

Under two minutes. You sign up with your work email, verify with a one-time code, and authorize the connection to Clio or Smokeball. The dashboard populates from your existing data — there is no implementation project and no data migration.

Question 11

Can we control who sees financial and performance data?

Accepted Answer

Yes. Permissions can control access to dashboards, individual cards, reports, tables, integrations, billing, and administrative settings.

Question 12

How does the free trial work?

Accepted Answer

Your free trial lasts seven days. A payment method is required to start, but nothing is charged during the trial. Cancel any time before it ends — we'll remind you beforehand.

Question 13

Which law firm KPIs should managing partners track?

Accepted Answer

A law firm analytics dashboard should help leadership monitor client value, open and active matters, matter health, work in progress, utilization, realization, collection rate, outstanding balances, and accounts receivable days.

Clients Overview

Matter Health

Work in Progress

Billing

Answers for firms evaluating dashboardWISE.

Your whole firm. Knowwhere the moneysits.