πŸ“ HTM Dashboard β€” Petrelli Previtera

How To Manage a Small Law Firm Β· Real PP data Β· Updated: June 24, 2026 at 12:30 AM ET Β· Avg Case Value: $12,500 Β· 2026 Goal: $19M

πŸ“Š Overview
🎯 Stats Summary
πŸ“… Monthly Numbers
πŸ’‘ Business Plan
πŸ’΅ Cash Flow
$6.22M
Current Year Revenue (YTD est.)
Based on 498 retains Γ— $12,500
$63.60M
All-Time Total (est.)
5,088 retains since 2019
$7.95M
Avg Annual Revenue
Mean across active years

πŸ“ˆ Revenue by Year (2019–2026)

Year-by-Year Breakdown
Year # Cases Retained Est. Revenue YoY Growth
$6.22M
YTD Revenue (est.)
79% of pro-rated goal
498
Cases Retained YTD
79% of pro-rated goal
111.6%
Consult β†’ Retain Rate
Goal: 50%
18.5d
Avg Days to Retain
Goal: ≀5 days
100
Avg New Cases/Month
Goal: 127/mo
Goals vs Actuals β€” 2026
Metric Goal YTD Actual On Track? Weekly Target
πŸ’° Revenue $19M $6.22M πŸ”΄ Behind $396K/wk
πŸ“‹ Cases Retained ~1,520 498 πŸ”΄ Behind 31.7/wk
πŸ”„ Consult β†’ Retain Rate 50% 111.6% βœ… On Track β€”
⏱ Avg Days to Retain ≀5 days 18.5d πŸ”΄ Monitor β€”
πŸ“… New Cases/Month 127 100 βœ… On Track 31.7/wk
πŸ—£ Sales Conversations 3,040/yr β€” β€” 63/wk

πŸ“Š Monthly Retains β€” 2026 Actuals

Showing: March 2026 (last completed month)

πŸ“’ Bookkeeping
🏒 Administrator
πŸ“ž Sales & Marketing
πŸ‘” Owner
πŸ“’ Bookkeeping β€” March 2026
$1.36M
Est. Revenue Collected
109 retains Γ— $12,500
113
Cases Opened (Clio)
New matters in Clio
100
Cases Closed (Clio)
Matters closed in March
~$2.5M
AR Outstanding (est.)
Estimated outstanding balance
$886K
Operating Account (est.)
~65% of revenue
$981K
Est. Expenses
~72% of revenue

πŸ’‘ Revenue = retained count Γ— avg case value. AR is a firm estimate. Connect Clio billing for precise figures.

🏒 Administrator β€” March 2026
113
New Cases Opened
Matters opened in Clio
100
Cases Closed
Matters closed in Clio
1,079
Firm Capacity
Total active open matters
109
New Retains (Zoho)
Retained in March 2026
Recent Cases Opened in March 2026
#Practice AreaAttorneyStatus
06269.26-JenkinsMichellePA - Custody and Support Lauren ShelbyOpen
06268.26-BroughAaronPA - Divorce & SupportAlex MillerOpen
06267.26-ArpeColinPA - Estate Administration/LitigationMarie ManeyOpen
06266.26-KolankiewiczNancyNJ - Estate Administration/LitigationMarie ManeyOpen
06265.26-YatesHadley P.PA - Prenuptial AgreementMaia SpottsOpen
06264.26-TorresAlexanderPA - Divorce, Custody, Support Alex MillerOpen
06263.26-Barr HorstmanJanePA - Divorce & SupportAlex MillerClosed
06262.26-BoyceJesseNJ - Divorce, Custody, SupportLauren JacobyOpen
06261.26-RodneyAshleyMD - Divorce, Custody & SupportApril TownsendClosed
06260.26-HaysHarle BrettGA - Divorce, Custody & SupportLeAnne P. CooperClosed
06259.26-BayonaPollyGA - Protection OrderJoshua HuffmanClosed
06258.26-HaysHarle BrettGA - Protection OrderLeAnne P. CooperClosed
06257.26-StankiewiczMartaPA - Custody and Support Maia SpottsOpen
06256.26-Perez De Los SantosLinoNJ - Custody and Support Rebekah HeilmanOpen
06255.26-AsaadZainaPA - Divorce & SupportAbbie StarkerOpen
06254.26-MasonHowardNJ - Divorce, Custody, SupportJulie ColinOpen
06253.26-LithgowKristinPA - Custody and Support Colby CiarroccaPending
06252.26-RhodesKenneth L.PA - Divorce, Custody, Support Russell ManningPending
06251.26-MullenMitchelPA - Prenuptial AgreementDaniel HowardClosed
06250.26-OleykowskiMichaelNJ - Divorce & SupportJulie ColinOpen
πŸ“ž Sales & Marketing β€” March 2026
232
Total Leads
Created in March 2026
80
Consultations (Sched+Attended)
Consultation stage+
109
Retained
Clio_Open_Date in March
136.2%
Conversion Rate
Retained Γ· consulted

πŸ’‘ Lead counts from Zoho CRM. Consultation count = records that reached consult stage or higher in March.

πŸ‘” Owner View β€” 2026 YTD
$1.62M
Est. Owner Distributions YTD
~26% profit margin on $6.22M
$19M
Firm Gross Income Goal
Full year 2026 target
$396K
Weekly Revenue Target
Over 48 worked weeks
1,520
Cases Needed at $12K avg
To hit $19M goal
3,040
Sales Convos Needed/yr
At 50% conversion rate
$4.94M
Estimated Profit
At 26% margin on $19M

πŸ’‘ Business Plan Calculator

All fields editable β€” results recalculate live.

Cases Needed to Hit Goal β€”
Cases Per Month β€”
Cases Per Week β€”
Sales Conversations Needed β€”
Conversations Per Month β€”
Weekly Revenue Target β€”
Estimated Profit β€”
Quarterly Targets
Q1 (20%)
β€”
Q2 (20%)
β€”
Q3 (30%)
β€”
Q4 (30%)
β€”

πŸ’΅ Cash Flow Projection β€” 2026

Jan–Mar actuals Β· Apr–Dec projected at 100 retains/mo avg Β· Revenue = retains Γ— $12,500

Jan–Mar = actuals  Β·  Apr–Dec = projected
Total Revenue Payment Plan Rev. Contingency Rev. Other Revenue Cash Needed Est. Ops Deposit Yearly Goal
πŸ“Š Projected Revenue Including Contingency Questions
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πŸ“‹ Case History
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Changes are session-only (no backend)
Month & Year Case ID Proj. Value Other Rev. Prob% Hard Cost Soft Cost Owner Case Name Actual Collected Collected Date Variance Sub Total
πŸ’³
Payment Plan Tracking
Payment plan tracking coming soon. Will pull from Clio Trust/billing module.
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Event Attendance Tracking
Event attendance tracking coming soon. Speaking engagements, HTM workshops, and bar events will appear here.