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Turn your case data into actionable insights. Track filing outcomes, case durations, and client acquisition costs — all powered by AI.
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4.2 mo
Avg Case Duration
+12%
Filing Volume
$87
Cost Per Lead
96.2%
Discharge Rate
Revenue by Month
Service Mix
No more waiting for reports or digging through spreadsheets. Just ask your AI data analyst — it surfaces insights instantly.
Use one of the most common prompts below or use your own to begin
Built for managing partners and intake ops — not analysts buried in spreadsheets. See pipeline health and matter economics without waiting on outside reporting.
Sync practice management, billing, and marketing tools — then explore intake and utilization without SQL.
See filings pipeline, conversion by channel, and fee realization — plain-language dashboards.
import pandas as pd
df = pd.read_csv("revenue.csv")
df.groupby("tech")["amount"].sum()
Benchmark anonymized KPIs against similar firms — see gaps with actionable recommendations.
"Which tech has the best close rate?"
Mike R. closes at 84% — 12% above team avg...
Understands practice areas, billing codes, and intake flows so answers stay grounded in how your firm works.
Weekly rollup of intake, caseload trends, fees — what improved, what slipped, and three priorities for next week.
Full‑time analysts are expensive. DIY spreadsheets are slow and error‑prone. Our AI shows you where you’re losing money and where to raise your game. A few better decisions each month more than cover what you pay us.
DIY / Spreadsheets | Hiring Analysts | AI analyst | |
|---|---|---|---|
| Available 24/7 | When you have time | Business hours | ✅ |
| Stress & late nights | Constant | Frequent | None |
| Health insurance & benefits | Not applicable | Required | Not needed |
| Training & onboarding | Self-taught | 1 – 3 weeks | 5 minutes |
| Turnover & replacement | Not applicable | High risk | Never leaves |
| Integrates across platforms | Very limited | Limited | All platforms |
| Response time | When available | Hours – days | Instant |
| Scalability | Limited | Hire more | Infinite |
| Monthly cost | Your time | $5,000 – $15,000 | from $39/mo |
| How they feel | Exhausting | Varying quality | Always consistent |
Without real-time analytics, you're making decisions based on gut feeling instead of data.
of bankruptcy firms don't track true cost-per-client across marketing channels
average annual revenue lost from inefficient intake processes and slow filing timelines
average delay in identifying shifts in filing demand or marketing ROI
of firms lack visibility into which lead sources produce clients who actually file
Connect your existing tools, and your AI data analyst starts surfacing insights immediately.
Sync with Clio, Best Case, TNG, or your practice management software in minutes.
Your analyst maps case, financial, and marketing data, then builds custom dashboards.
Start asking questions and receiving automated reports from day one.
Your data stays private and is never used to train AI. ServiceAgent is compliant with industry standards including SOC 2 Type II and GDPR.
Join hundreds of bankruptcy firms using AI to optimize intake, track outcomes, and grow filings.