AI Matter Profitability Agent
Quarterly view of profit per matter and per matter type, with the realization rate, the partner-time load, and the cost recovery folded in. The intake conversations get sharper every quarter as the picture becomes evidence-based.
- True profit per matter, not just gross fees
- Realization rate per matter type and per partner
- Partner and associate time-cost folded into the picture
- Quarterly trends so seasonal patterns surface
Blueprint refunded if we don't leave you with a clear path forward.
The matter type you would have kept taking
Your firm has been taking small-dollar uncontested probate matters as a courtesy for years. The Matter Profitability agent runs the quarterly numbers: 18 of those matters last quarter, average gross fee of $1,800, average realization of 71% after write-downs, average partner time of 4.2 hours. The matters are losing money once you account for the partner load. The conversation at the next partners' meeting moves from intuition to evidence: raise the minimum fee, push these to a paralegal-led process, or stop taking them.
What the Matter Profitability agent does
- Computes profit per matter using billable rates, write-downs, costs, and time entries
- Rolls profit up by matter type, practice area, and originating partner
- Tracks realization rate per matter type and per associate
- Surfaces matter types where profitability has shifted quarter over quarter
- Posts the analysis as a quarterly partners' digest
Integrations
- Practice management system for matter records and time entries
- Accounting system for fee revenue, write-downs, and cost ledger
- Slack or email for the digest delivery
Practice-area fit
Every engagement tunes the agent to your firm's specific matter mix. The areas below are where we've seen this agent fit most naturally.
Function
Safety posture
The agent is read-only on every system it touches. The analysis is internal-only and scoped to the partners. Per-attorney profitability views are particularly sensitive; the access controls are explicit and tunable per firm.
Frequently Asked Questions
Contingency profitability is reported as a forecast based on the matter's expected value and the cost-to-date, then trued up when the matter resolves. The forecast and the actual are tracked separately so the firm can see whether the early valuations are landing close to reality.
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