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Turn your case data into actionable insights. Track settlement values, case durations, and marketing ROI — all powered by AI.
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$142K
Avg Settlement
8.4 mo
Case Duration
8.2x
Marketing ROI
34%
Sign 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.
Dashboards for cost per signed case, referral ROI, and cycle time — ask for visuals plus narrative.
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 PI firms don't track true cost-per-signed-case across marketing channels
average revenue lost per year from cases that should have been referred out earlier
average delay in identifying declining marketing channel performance
of PI firm owners rely on gut feeling rather than data for case acceptance decisions
Connect your existing tools, and your AI data analyst starts surfacing insights immediately.
Sync with Clio, Filevine, SmartAdvocate, or your case 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 PI firms using AI to optimize case selection, track performance, and grow settlements.