Run the numbers yourself.
Twelve free tools built for the PI world. No email required โ though if the results surprise you, you know where to find us.
IOLTA Health Score
20 audit-critical controls, a live score, and an honest verdict: audit-ready, at risk, or call us today.
Fee Tax Estimator
Big fee year? See roughly what you'd keep โ and what proactive planning is typically worth.
Case Cost ROI
Should you take the case? Probability-weighted fee, cost exposure, and annualized return.
Cash Flow Runway
Overhead vs. settlement pipeline โ a 12-month cash curve showing exactly where the gaps are.
Settlement Disbursement
Gross settlement โ fees, liens, costs, and net to client. The full waterfall, instantly.
Referring Attorney Scorecard
Rank your referring firms by true yield โ and see what your worst relationship costs per year.
LOP Acceptance Calculator
Price the LOP before you accept it: expected collection, today's-dollar value, true margin, verdict.
Hold vs. Sell Liens
A buyer offered cents on the dollar for your aged liens. Find the breakeven and the answer.
Revenue Mix Analyzer
How much of your practice runs on settlement timing? Get a volatility score and a plan.
Lien Book Value
Age your receivables, apply your real collection rate, see what your book is worth.
Financing True-Cost Comparator
Bank line vs. specialty lender vs. non-recourse โ the same capital need, compared honestly.
Marketing Cost-Per-Case
Every channel on one scoreboard: cost per signed case and ROI vs. average case value.
IOLTA Self-Audit Checklist
The printable 20-point version โ free download for working through on paper.
Settlement Disbursement Calculator
Disbursement Statement
Every disbursement like this should tie to your IOLTA ledger to the penny. That's what we do monthly โ
Lien Book Value Calculator
Lien Book Snapshot
We calculate this monthly using your actual collection rates by referring firm โ usually a very different number than the flat estimate. See how โ