This dashboard reads ONLY from your uploaded Smart Advocate export file. Status classifications: "Closed" or "Close Request" = Turned Down. "PreSuit" or "Settled" = Signed Case. "Refer" = Referred Out. "Intake" = Still in Pipeline. Spend values are entered manually. No numbers are fabricated or estimated unless explicitly labeled.
▶How to Export Data for This DashboardClick to expand
Smart Advocate Case Export (.xlsx)
Platform: Smart Advocate (desktop application) Date range: January 1, 2026 to today (or desired period)
Steps:
1. Open Smart Advocate and go to Reports
2. Select the case export report (webDGCase or equivalent)
3. Set date range to desired period
4. Include ALL case statuses (do not filter by status)
5. Click Export as Excel (.xlsx)
6. Save with a descriptive name like SA_Export_Mar2026.xlsx
Required columns (exact names):
Column Name
Contains
Used For
Plaintiff
Client name (Last, First)
Name display (anonymized)
Status
Case status (PreSuit 03, Closed, etc.)
Signed/Closed/Intake classification
Type
Case type (Auto Accident, etc.)
Case type analysis
Referral Source
How the lead found the firm
Channel attribution
Opened Date
Date case was created
Date range and trends
Case No
Unique case number
Record identification
Settlement Amount (Total)
Settlement value if settled
Revenue calculations
Note: Settlement data is often incomplete in SA exports. If settlements are tracked elsewhere, revenue figures on the dashboard will be understated. This is clearly noted in the dashboard methodology.
Tip: Save exports to a shared Google Drive folder called "Dashboard Exports" with monthly subfolders for a clean audit trail.
Monthly Marketing Spend
Enter your actual monthly spend by channel. Used to calculate CPL and Cost per Signed Case. Leave blank for organic/unpaid channels.
Lead Outcome Overview
SOURCE: Smart Advocate "Status" column. Signed = Status contains "PreSuit" or "Settled." Closed = Status contains "Closed" or "Close Request." Referred = Status contains "Refer." Intake = Status contains "Intake." Percentages = category count / total rows.
Status by Source — Cross-Tabulation
How many leads from each source are in each status. All data from Smart Advocate only.
SOURCE: Rows = SA "Referral Source" column grouped into categories. Columns = SA "Status" column classified into Signed/Intake/Referred/Closed. Each cell = count of SA records matching that source AND status. All numbers are direct counts from the uploaded file.
Leads by Source
All referral and marketing channels
SOURCE: SA "Referral Source" column. Sources are grouped by keyword matching (see methodology below). Bar length = count of SA rows for that source category.
Source Performance
Conversion rate and cost per signed case
All Leads
SOURCE: All columns directly from Smart Advocate export. Name = "Plaintiff" (anonymized to first name + last initial). Case Type = "Type." Status = "Status" classified per rules above. Source = "Referral Source." Date = "Opened Date."
Shiner Law Group Lead Pipeline Dashboard
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Dashboard Assistant
AI-powered • Only aggregated stats sent • No client PII
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Hi! I'm your AI dashboard assistant powered by Claude. I can explain any metric, compare channels, suggest optimizations, and answer complex questions.
Privacy: I only receive aggregated statistics (totals, percentages, averages). I have zero access to individual client names, phone numbers, or case details.
Try: "Why is our Google Ads cost per case so high?" or "Which channels should we invest more in?"
