See the book both sides built.
Clearly.
Pulse Insights turns the live caseload into a clear operating picture: lien exposure, active cases, referral relationships, and the work behind them. The same data, visible before it turns into another report.
The numbers behind the work, finally in view.
Pulse Insights doesn't ask you to log anything new. It turns the cases, exams, and liens Pulse already tracks into KPIs and breakdowns your team can act on.
At-a-glance KPIs
Total billed to lien, open vs. settled cases, average lien balance, and active caseload — the numbers practice owners and billing leads check first, always current.
Revenue by law firm
See which referring firms drive your lien revenue and case volume, so you know where the relationships — and the dollars — actually come from.
Volume by provider
Exam volume broken down by treating provider, so you can see where care is concentrated across the caseload at a glance.
Mix by accident type
Understand the shape of your book — motor vehicle, slip & fall, pedestrian, and more — to spot where your caseload is growing.
Status breakdowns
Watch how cases flow across active, on-hold, new, and settled — so nothing stalls silently and you always know what's open.
Switchable dashboards
Flip between caseload, firm, provider, and accident-type views in one place — the same data, sliced the way each team needs it.
From live caseload to a clear picture.
Pulse reads your caseload
Every case, exam, lien, and status that Pulse already tracks across Inbox, Intake, and Review becomes the data behind your dashboards — no separate data entry.
It rolls the numbers up
Pulse aggregates the whole book into KPIs and breakdowns — billed to lien, open vs. settled, and splits by firm, provider, and accident type.
You pick the view
Switch between caseload, law-firm, provider, and accident-type dashboards to answer whatever question is in front of you right now.
Trends stay current
As cases move and bills post, the dashboards update — so the picture you're looking at is always today's, not last month's export.
Explore the work behind the case.
This is a simulated dashboard — no real data or backend. Every number is derived from the same demo caseload Pulse Chat uses. Switch views to see the caseload sliced by firm, provider, and accident type.
By case status
The numbers both sides need, finally visible.
For practice owners
See the health of the whole practice in one place — revenue on lien, active caseload, and where it's all coming from — without waiting on a report.
- Total billed to lien and average balance at a glance
- Referral revenue ranked by law firm
- Caseload mix by accident type and status
For billing leads
Know exactly what's open, what's settled, and how much is riding on lien — so you can prioritize follow-up and forecast collections with confidence.
- Open vs. settled cases broken out clearly
- Lien exposure by firm and by case
- Status breakdowns that surface stalled cases
For referral & growth
Understand which firms and accident types are driving the book, so you can double down on the relationships and channels that actually pay.
- Case volume and revenue by referring firm
- Accident-type mix to guide marketing
- A live picture of where growth is coming from
Pulse Insights is in early access
See your caseload clearly.
The same shared record, turned into the numbers both sides use to move the case.
Request a demo