Type in 10 numbers from your P&L. In 3 minutes you get a red, yellow, green scorecard benchmarked to firms your size, and a dollar figure on your single biggest leak.
No email required. Nothing stored. About 3 minutes.
Use your last 12 months. Round numbers are fine.
| Measure | You | Benchmark | Flag |
|---|
| Measure | You | Benchmark | Flag |
|---|
| Account | You | Target | Gap |
|---|
At or better than benchmark Within 20% of benchmark More than 20% off Not enough data
Benchmarks come from Thomson Reuters, Clio Legal Trends, ABA economics surveys, and 30 years of operating small firms. They are directional. They are not accounting, tax, or legal advice.
Ten numbers can tell you where to look. They can't tell you why overhead is high, which expense lines are the problem, or what to change first. That takes your actual statements, read line by line.
Send your P&L and balance sheet. In 3 business days you get a written diagnostic built on the same benchmarks, with the specific changes ranked by dollars.
Delivered as a written report within 3 business days.
If the report doesn't show at least one change worth more than $397 a year, reply within 7 days and you get a full refund.
You bill. You collect. The bank balance moves. And at the end of the year, you paid yourself less than the associate you trained, or less than you would make at someone else's firm.
The money didn't vanish. It went to rent that's too high for your revenue, staff cost that crept up, software you pay for twice, and A/R nobody chased. A few percentage points on each line adds up to real dollars. At $800K in revenue, a 12-point overhead gap is $96,000 a year that never reaches you.
You can't fix what you can't see. Your CPA sees it once a year, for taxes, after the money is spent.
Nothing to install, no calls to schedule, no retainer.
Check out, then upload your P&L and balance sheet for the last 12 months. PDF or a QuickBooks export both work.
Your statements are benchmarked against firms your size and practice type, then mapped to the 8 areas where small firms lose money.
A written diagnostic with flags, dollar gaps, a Profit First plan, and your first three moves. Reply with questions for 7 days.
CounselIQ is run by John Davidson. He has spent 30 years building and running companies, and now works with solo and small-firm owners on the business side of practicing law: pricing, billing, cash, staffing, and what the owner actually takes home. Every diagnostic uses his benchmark methodology and is approved by him before it goes out.
Your profit and loss statement and balance sheet for the last 12 months. A PDF from your accountant or an export from QuickBooks, Xero, or your practice-management software is fine. If you have an A/R aging report, include it. If not, we work without it.
Your documents are used only to produce your report. They are not shared, sold, or used for anything else, and they are deleted 30 days after your report is delivered.
No. It is an operations benchmark for your practice. Take it to your CPA. Most owners find it makes that conversation shorter and more useful.
Yes. Contingency firms are scored on cash reserves, case economics, and overhead, not on realization and collection rates that don't apply to you. Family, criminal, immigration, estate, litigation, business, and real estate practices each get their own adjustments.
Then you need this more, not less. Send what you have. If the statements are too incomplete to benchmark, you'll be told exactly what's missing, and refunded if it can't be done.
Because you should see the diagnosis before you decide whether you need ongoing help. Most owners can act on the report themselves. Some ask for more. There is no pressure either way.
Ten numbers. Three minutes. If it shows a leak, the full diagnostic tells you how to plug it.
Run my numbers, freeNo email required. Nothing stored.