ADAM Legal LI Reporting

Adam Legal LI Reporting — the Legal Intelligence report tool

Know your practice by the numbers.

LI Reporting is the dashboard and reporting tool for the Adam Legal suite. It turns everything your practice does — leads, cases, bookings, retainers, AI work — into live dashboards, charts, and reports, so you can see what’s working, what’s stalling, and what it costs. No spreadsheets, no exports, no data team required.

Open your dashboards Visit the warehouse
0Registered datasets
0Tables behind them
0Dashboards live
2:30 AMRefreshed nightly · ET

What is LI Reporting?

Your firm’s command center for numbers

Every Adam Legal application — the practice portal, IntakeFormPro, FindALawyer, and Legal Assist AI — feeds one Legal Intelligence Warehouse every night. LI Reporting is how you read it: ready-made dashboards, point-and-click chart building, and full SQL access when you want to dig.

  • See the funnel end to endDirectory bookings → intake leads → signed retainers → open cases — one view, every stage.
  • Track revenue signalsBooking value, retainer amounts, conversion by marketing source — know which dollars come from where.
  • Watch your AI spendTokens and requests by application, model, and customer — the cost side of the AI practice, quantified.
  • Give every firm its own reportClient firms get dashboards scoped to their own data — nothing to build, nothing leaked.
funnel directory bookings → leads → retainers → cases ai spend tokens by app, model & customer customer 360 one firm, every application practice cases by status & practice area revenue booking value & conversion by source etl health per-app mirror status, every morning sql lab 1,037 mirrored tables, query anything firm reports row-level security, audit-logged

Every application reports here

1,037 tables mirrored nightly, grouped by application

Adam Legal Systems

Cases, clients, documents, contracts, audit logs, AI usage — the practice core. 700 tables.

IntakeFormPro

Leads, submissions, lead scores, retainers, e-sign status, campaigns. 149 tables.

FindALawyer

Attorney profiles, bookings, payments, reviews, services, commissions. 92 tables.

Legal Assist AI

Agent tasks, compliance checks, filings, token spend by firm. 58 tables.

LegalPulse Pro

Writers, publications, subscriptions, banner ads. 38 tables.

How the numbers get here

Nightly at 2:30 AM Eastern · rerunnable on demand

Mirror

Every table from every application lands in the warehouse, grouped by app. New tables and columns are picked up automatically; credentials and sensitive identifiers never leave the sources.

Link

The customer spine resolves each real firm across every application — portal organization, intake account, directory profile, AI firm — into one customer key on every record.

Serve

Dashboards, SQL Lab, and firm-scoped reports read the warehouse through a read-only connection. Firm admins see their rows through row-level security — and structurally nothing else.

Read-only by designReporting can’t write to production — separate database role, SELECT only.
Row-level securityEach firm’s report session is scoped to its customer key and audit-logged.
Secrets never mirroredPasswords, tokens, keys, and sensitive identifiers are excluded at extraction.
Failure alertsIf a nightly sync fails, the administrator is emailed before breakfast.
Dashboards

See the whole practice at a glance

Open ready-made dashboards — Suite Overview, Customer 360, sync health — or build your own in clicks from 112 curated datasets. Fresh every morning, automatically.

SQL Lab

Ask any question of your data

“Which marketing source signs the most retainers?” “What did AI cost us last month?” Query all 999 tables directly — read-only, so production is never at risk.

Firm reporting

Client-firm reports, built in

Each client firm gets a polished dashboard of their own activity — scoped to their data with row-level security, delivered inside the warehouse app, and audit-logged.