Kobargo IT — The Firm Behind The Firm

Solution

What is happening inside your firm right now?

The KPI Command Center connects the data your firm already generates — marketing, intake, cases and communications — into one executive view, so leadership can see bottlenecks, missed opportunities and performance trends as they happen.

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Interactive demo. All figures are synthetic and modeled for demonstration only.

What it reveals

Six views leadership rarely has in one place.

Intake visibility

Where inquiries land, how fast they're handled and where they stall.

Marketing and lead visibility

Which sources produce qualified leads, and which produce signed cases.

Case lifecycle visibility

How cases move from signed to resolved, and where velocity drops.

Response-time visibility

Speed-to-lead and client response performance, tracked continuously.

Operational bottlenecks

The steps, teams or handoffs slowing the firm down right now.

Executive KPIs

The handful of numbers leadership should review every week.

KPI Command Center

You know how many leads you get. Do you know where they end up?

KPI Command Center connects your marketing and intake data so you can see where qualified cases are won, lost, delayed, and coming from.

Executive Overview

Last 90 days

Signed Cases

184

+12%

Est. Fee Revenue

$6.4M

+9%

Lead → Signed

16.2%

-1.4%

Speed-to-Lead

4m 12s

+38s

Funnel

1Lead
2Qualified / Wanted
3Signed

What you can answer

  • ✓Executive overview of the numbers leadership needs
  • ✓Follow the funnel from lead to qualified to signed
  • ✓Marketing attribution by actual signed cases
  • ✓Trends, benchmarks, and what-if modeling
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One view of marketing, intake, and firm performance.

Executive visibility

Stop managing your firm through disconnected reports.

Bring intake, case management, marketing, communications and financial performance into one executive view.

Sample view. Figures are illustrative, not client results.

Firm performance · Q3

Updated 4 min ago

Inquiry to intake time

6m 12s

-38%

Intake conversion

27.4%

+4.1 pts

Cost per signed case

$1,180

-9%

Client response time

1h 04m

+12%

Case velocity

AI / automation utilization

Intake summaries78%
Document drafting54%
Task routing31%

How Kobargo connects the data

The dashboard is the easy part. The integration work is the value.

Kobargo connects intake, case management, phone and communication systems, marketing sources and document platforms so the numbers come from one consistent record instead of separate exports. Our Systems & Integrations and Data, Analytics & KPIs capabilities do that work, and Managed IT keeps it running.

Who this is for

  • Managing partners and firm owners
  • COOs and directors of operations
  • Intake and marketing leadership

Decisions it supports

  • Where to invest marketing spend based on signed cases, not raw leads
  • Whether intake capacity or process is the constraint
  • Which workflow to automate next, and what it should improve
  • Where case velocity is slipping before it shows up in revenue

Want to see what your firm is missing?

Request a KPI Review