Pulse — Firm Heartbeat Admin

Platform overview

Real-time health across all Firm Heartbeat accounts

Last refreshed just now

Total firms

27

12 active · 3 trial · 12 inactive

MRR

$18,420

↑ $1,240 vs last month

Active trials

3

Avg 8 days remaining

At risk

2

Past due · grace period

Jackson Defense — 3 days left

New this month

3

2 converted from trial

Pending actions

9

7 mappings · 2 bugs

7 mappings 2 bugs

Recent activity

Last 25 platform events

⬆

Smith & Associates upgraded from Flow to Surge plan

2m ago

📍

Rivera Law Group connected Google Business Profile — 3 locations synced

14m ago

🗺

Patel Family Law submitted 6 channel mappings for review Needs review

1h ago

⚠

Jackson Defense payment past due — grace period expires in 3 days

3h ago

🐛

Chen Immigration filed bug report: PDF export timeout on large datasets

5h ago

🆕

Morrison Estate trial started — first login detected 14 days left

8h ago

📞

Nguyen & Partners uploaded call data CSV — 847 records ingested

Yesterday

🧩

Lopez Criminal enabled quiz widget — embed live on intake page

Yesterday

Manual data inbox

Firms missing analytics data for April 2026 — upload to unlock their ROI & Lost Revenue pages

Firm	Missing data	Last updated	Plan
Smith & Associates Personal Injury · Tampa, FL	Ad costsCall data	Mar 28	Surge
Rivera Law Group Family Law · Miami, FL	LSA data	Mar 15	Flow
Patel Family Law Family Law · Orlando, FL	Call data	Apr 1	Flow

Upload via firm detail → Analytics data tab. Surge firms get ad cost + call data; Flow firms get call data only.

Churn alerts

Past due · sorted by expiry

Jackson Defense

Grace expires Apr 26 — 3 days

Okafor & Webb

Grace expires May 3 — 10 days

Pending mappings

Channel sources needing rollup

Smith & Associates

Google Ads - PI - Tampa, Meta - PI - TB…

4 pending

Patel Family Law

CallRail - Organic, Direct

2 pending

Lopez Criminal

Website Form

1 pending

Top firms by leads

All time · click to open

1 Smith & Assoc.

842

2 Rivera Law Group

681

3 Nguyen & Partners

534

4 Patel Family Law

419

5 Lopez Criminal

314

Firms

27 firms total · 12 active

Total

27

All firms

Active

12

Paid + current

Trialing

3

In trial period

At risk

2

Past due

Inactive

10

Canceled / suspended

Showing 27 firms Click column headers to sort · click a row to open firm

Firm	Slug	Plan	Status	Leads (30d)	Joined	Owner

🔍

No firms match your filters

Try a different search term or clear the active filters

› Smith & Associates Active Surge

S

Smith & Associates

Active Surge — $799/mo smith-assoc · Personal Injury · Tampa, FL · Member since Jan 14, 2024

✨ AI firm summary

Health snapshot · generated on demand using Claude AI

Click "Generate summary" to get an AI-powered health overview for this firm.

Identity

Firm nameSmith & Associates

Slugsmith-assoc

Owner emaillayla@smith.com

Practice areaPersonal Injury

LocationTampa, FL

Websitesmith-law.com ↗

Phone(813) 555-0101

Member sinceJanuary 14, 2024

Usage metrics

All-time leads842

Leads this month214

Booking rate28% ↓ below avg

Close rate41% ↑ above avg

Active users4

Last login2 minutes ago

Sheet syncs2 active

GBP locations2

Unmapped channels4 pending

Key settings

PaletteSteel (default)

FontInter

Assignment modeManual

Practice areasPersonal Injury

Email sequences5 configured

Spam reduction12% (override)

MFA requiredNo

Specialists

Marcus ReedIntake · 214 leads · 62% booking

Jasmine ColeIntake · 187 leads · 44% booking

Darnell KingConsult · 142 leads · 43% close

Layla HarrisConsult · 98 leads · 38% close

Subscription

PlanSurge — $799/mo

StatusActive

Billing intervalMonthly

Next billingMay 1, 2026

Payment methodVisa ···· 4242 · exp 12/27

TrialCompleted Jan 28, 2024

Stripe customercus_Qx8rNm…

Customer sinceJanuary 14, 2024

Plan actions

Billing history

Apr 1, 2026$799.00 Paid

Mar 1, 2026$799.00 Paid

Feb 1, 2026$499.00 Paid

Jan 1, 2026$499.00 Paid

Firm settings (read-only view)

Firm nameSmith & Associates

TaglineFighting for justice since 1998

Phone(813) 555-0101

Support emailsupport@smith.com

Websitesmith-law.com

Address123 Main St, Tampa FL 33601

Business hoursMon–Fri 9am–5pm

PaletteSteel (default)

FontInter

Intake specialistsMarcus Reed, Jasmine Cole

Consult specialistsDarnell King, Layla Harris

Assignment modeManual

Practice areasPersonal Injury

Annual target$2,400,000

Deduction %33%

Email sequences5 configured

hCaptchaConfigured

Webhooks2 active

Analytics overrides

Spam & speed reduction %

%

Applied to call data to filter spam calls from ROI calculations. Leave blank to use platform default (15%).

Team members

Name	Email	Role	Last active	MFA
Layla Harris	layla@smith.com	Owner	2 minutes ago	Enabled
Marcus Reed	marcus@smith.com	Specialist	1h ago	Disabled
Jasmine Cole	jasmine@smith.com	Specialist	3h ago	Disabled
Darnell King	darnell@smith.com	Specialist	Yesterday	Enabled

2 of 4 users have MFA enabled.

GBP locations

Location	Address	Rating	Reviews	Last sync
Smith & Associates — Downtown	123 Main St, Tampa FL	4.8 ★	142	1h ago
Smith & Associates — North Tampa	456 Oak Ave, Tampa FL	4.6 ★	87	1h ago

Auto-syncs every 24h · last sync 1h ago

Feature flags

Per-firm overrides · global defaults apply where not set

quiz_widget

Embeddable lead qualification quiz

Enabled Global default

ai_insights

Claude AI analysis strips on all pages

Enabled Global default

presentation_mode

Full-screen TV dashboard mode

Disabled Firm override

callrail_auto_sync

Auto-pull call data from CallRail API

Disabled Global default

ppc_analysis

PPC search term analysis & report generation

Enabled Firm override

Sheet sync configurations

Name	Sheet ID	Tab	Frequency	Last sync	Status
CallRail Leads	1BxiMVs0XRA…	Sheet1	Hourly	2h ago	Syncing
Website Leads	1KPMvrqp8J…	Leads	Hourly	4h ago	Syncing

Service account email: fhb-sync@fhb-prod.iam.gserviceaccount.com — firm must share their sheet with this address.

LSA profiles

⠿ 4521 – Tampa Downtown

⠿ 8833 – North Tampa

How profiles work

Each profile represents one Google LSA account. The last 4 digits of the CID plus a location label identify it in cost tables.

Example:
CID last 4: 4521 Location: Tampa Downtown
Displays as: 4521 – Tampa Downtown

Up to 10 profiles per firm. Drag rows to reorder.

Upload call data

Data month:

Auto-detected from file dates if blank

📂

Drop CallRail export here

CSV or XLSX · Columns: Start time, Duration, Tracking number, Phone number

Upload history

Mar 2026 847 rows · uploaded Apr 2

Feb 2026 712 rows · uploaded Mar 4

Channel classification

Calls are classified by matching the Tracking number column against this firm's channel rollup mappings first, then keyword fallback.

PPC keywordsppc, pool, landing, ad extension, pmax

LSA keywordslsa

Organic keywordswebsite, web, gbp, organic

Missed threshold≤ 45 seconds

Unique byphone number

Paid ads monthly costs

PPC · Meta · LSA · Other · $/lead auto-calculated from cost ÷ leads

Show Other column

Month	PPC $/lead	LSA $/lead	Meta $/lead
2026
Apr 2026	—	—	—
Mar 2026	$92	$65	$81
Feb 2026	$103	$66	$79
2025
Dec 2025	$97	$63	$82

Lost ad spend

Auto-computed · Quarterly cash burned is manually entered

Month	PPC missed calls	PPC cost/call	PPC lost spend	LSA missed calls	LSA cost/call	LSA lost spend	Total lost	Quarterly burned
2026
Apr 2026	—	—	—	—	—	—	No cost data
Mar 2026	24	$92	$2,208	8	$65	$520	$2,728
Feb 2026	19	$103	$1,957	6	$66	$396	$2,353	See Q1

Security

MFA status

Per user — 2 of 4 enabled

2 of 4 users

Last login

layla@smith.com — 2 minutes ago from 72.14.1.88 (Tampa, FL)

Active sessions

3 active sessions across 4 users

Reset MFA

Select a user to reset their 2FA enrollment

Audit trail

PPC Analysis — Enabled 3 reports generated

Knowledge configuration

2 configs need review

Wanted case types

ActiveSet Mar 1, 2026

18 case types

Criminal defense, DUI, civil litigation, real estate, employment…

⏰ Next review: Jun 1, 2026 — 39 days

Unwanted case types

Due for reviewSet Nov 12, 2025

11 case types

Traffic tickets, HOA, landlord-tenant, immigration, family law…

⚠ Overdue — 162 days old

Branded keywords

ActiveSet Jan 15, 2026

7 brand terms

smith associates, smith law, smith & associates…

⏰ Next review: Jul 15, 2026 — 83 days

Phrase match intents

Due for reviewSet Sep 3, 2025

24 phrases configured

High: "near me", "free consult" · Low: "how to", "can i"…

⚠ Overdue — 232 days old

1

Report period

to 29-day period

2

Upload search terms CSV

📂

Drop Google Ads CSV here or click to browse

Standard Google Ads search terms export · auto-detects columns

3

Generate report with Claude AI

Runs classification engine · cross-references FHB leads · calls Claude AI for narrative · saves to Supabase

Report history

Smith & Associates · PPC search term reports

3 of 3 reports

Period	Terms	Spend	Waste	Generated	Status
Mar 23 – Apr 21, 2026	4,202	$47,161	$18,283	Apr 22, 2026	Published
Feb 23 – Mar 22, 2026	3,891	$43,204	$16,440	Mar 23, 2026	Published
Jan 23 – Feb 22, 2026	3,614	$41,890	$14,210	Feb 23, 2026	Published

Smith & Associates

Mar 23 – Apr 21, 2026

Overview

Executive Summary

Distribution

⚠ Brand Alert

Quadrant Analysis

Strategic Quadrants

↗ Scale (60)

🛡 Defend (100)

🔴 Cut (129)

Waste

Opportunity Cost

Waste Deep-Dive

Actions

Strategic Actions

Smith & Associates · March 23 – April 21, 2026 · Generated April 22, 2026 · 5 campaigns · $47,161 analyzed

PPC Search Term Analysis

Classification · quadrant analysis · opportunity cost · strategic actions

01

Executive Summary

Terms analyzed

4,202

29-day period · 5 campaigns

Wasted spend

$18,283

129 terms · 0 conversions

Waste rate

38.8%

Of $47,161 total spend

Total conversions

212

$222.47 avg cost / conv.

Brand Abs. Top %

44.4%

Own name — should be 90%+

Scale opportunities

60

Converting · room to dominate

AI Executive Narrative — Claude AI

Of 4,202 search terms analyzed, 38.8% of the $47,161 budget ($18,283) generated zero conversions — representing 76.7 leads that could have entered the pipeline at the current non-brand CPL of $238. Strongest performers are in civil litigation and real estate, both defending healthy Abs. Top positions above 60%, but 60 additional converting terms sit below 60% Abs. Top. Most urgent: "Smith & Associates" holds Abs. Top position only 44% of the time on its own brand name, meaning more than half of branded searches may be clicking a competitor first.

02

Spend Distribution

Waste 38.8%

Scale 28.1%

Defend 22.4%

Opt 4.2%

Other

Waste — cut immediately

Scale — bid up

Defend — protect position

Optimize — showing, not converting

Watch / no data

Takeaway Nearly 4 in 10 dollars are funding searches that never converted — cutting waste alone would free ~$18K to reinvest into the 60 terms already converting but not yet dominating position.

03

Brand Defense Alert

⚠️

Your brand name is losing position 1 more than half the time

A competitor may be bidding on "Smith & Associates" and winning Abs. Top on 56% of impressions. Brand campaigns should maintain 85–95% Abs. Top %. Increase brand keyword bids 40–60% — brand CPC is almost always lower than non-brand.

04

Strategic Quadrants

↗ Scale

60

Converting but below 60% Abs. Top — bid up to dominate position on terms you're already winning.

🛡 Defend

100

Converting and holding strong position. Protect spend — these are your most valuable terms.

⚙ Optimize

34

High position, high spend, zero conversions — landing page or ad copy issue, not a bid problem.

🔴 Cut

129

$18,283 wasted — zero conversions, wrong intent, or outside service area. Add as negative keywords.

05

Opportunity Cost Analysis

Wasted spend

$18,283

129 terms · 0 conversions

Redirected lead potential

~76.7 leads

At $238.34 non-brand CPL

Pipeline value at risk

$1.7M+

76.7 leads × firm avg ACV

Takeaway The $18,283 wasted represents approximately 20 additional cases per month recoverable by eliminating confirmed waste terms.

06

Waste Deep-Dive

129 terms · $18,283 · zero conversions · sorted by cost

	Search term	Match type	Campaign	Cost	Clicks	Abs. Top %	Diagnosis
🔴	doug atkinson	Phrase (close)	Criminal Defense	$671	2	100%	Named person
🔴	defence attorney	Exact (close)	Criminal Defense	$520	3	100%	British spelling
🔴	best dui lawyer tampa	Exact (close)	Criminal Defense	$469	5	40%	High intent · 0 conv
🔴	real estate attorney tampa	Exact (close)	Business Law	$337	7	92%	LP issue?
🔴	lawyers near me	Exact	General Law	$328	7	89%	Generic intent

Negative keyword export — 129 terms

doug atkinson defence attorney lawyers sex offenders best dui lawyer tampa lawyer criminal lawyers near me real estate attorney tampa criminal defense attorney near me dui attorney near me fort collins defense attorney

Showing 10 of 129 ·

07

Strategic Actions

Sorted by estimated impact · generated by Claude AI

01

🔴 Add 129 negative keywords — cut waste immediately

Est. save: $18,283/mo

129 terms consumed $18,283 with zero conversions. These include intent mismatches, British spelling variants, named individuals, and geographic reaches outside the service area. Adding these as negative keywords at campaign level stops the bleed without affecting converting terms.

02

🔴 Fix brand campaign — bid to 90%+ Abs. Top

Brand protection

"Smith & Associates" is only holding position 1 on 44.4% of branded searches — a competitor is appearing above on more than half of brand impressions. Increase brand keyword bids 40–60%. Brand CPC is almost always lower than non-brand, so this is a high-ROI defensive move. Target 90%+ Abs. Top.

03

↗ Increase bids on 60 Scale-quadrant terms

Unlock ~$180K pipeline

60 terms are converting but sitting below 60% Abs. Top — winning clients despite not dominating position. Top targets: "civil attorney near me" (3 conv, 58% Abs. Top), "PI attorney Tampa" (2 conv, 52% Abs. Top). Increasing bids 20–30% will put you above competitors on searches you're already winning.

04

⚙ Audit "real estate attorney tampa" landing page

$337 spend · 0 conv

92.4% Top %, 7 clicks, $337 spent — zero conversions. Winning the impression and click, losing at the landing page. Before adding as negative keyword, check: (1) Does the LP specifically mention Tampa? (2) Is the form above the fold? (3) Is the phone number click-to-call? This term is worth fixing, not abandoning.

⚠ Danger zone

All actions are logged and reversible where noted

Suspend firm

Blocks all logins immediately. Reversible — firm data retained.

Cancel subscription

Ends billing at period end. Data retained for 90 days.

Delete firm

Permanently deletes all leads, settings, and data. Cannot be undone.

New firm wizard

5 steps to onboard a new law firm

1

Firm profile

2

Plan & billing

3

Team & owner

4

Practice areas

5

Review & create

Step 1 — Firm profile

Firm name

As it appears in the dashboard

Slug

URL-safe · auto-generated from name

Owner email

Invite sent here on creation

City / State

Website

Practice area

Users

All users across all firms

Total users

84

Across 27 firms

Active today

31

Logged in last 24h

MFA enabled

29%

24 of 84 users

Pending invites

7

Not yet accepted

Name	Email	Firm	Role	MFA	Last active
Layla Harris	layla@smith.com	Smith & Associates	Owner	✓	2m ago
Carlos Rivera	carlos@rivera.com	Rivera Law Group	Owner	✓	1h ago
Marcus Reed	marcus@smith.com	Smith & Associates	Specialist	✗	3h ago

Subscriptions

Billing status and plan management

MRR

$18,420

↑ 7.2% vs last month

Active

12

Paid + current

Trialing

3

Avg 8 days left

At risk

2

Past due

Firm	Plan	Status	MRR	Next billing	Since
Smith & Associates	Surge	Active	$799	May 1	Jan 2024
Rivera Law Group	Flow	Active	$499	May 3	Mar 2024
Jackson Defense	Spark	Past due	$199	Overdue — Apr 26 grace	Sep 2024
Morrison Estate	Spark	Trialing	$0	May 15 (trial ends)	Apr 2026

Audit log

All platform events — immutable record

Timestamp	Event	Firm	Actor	Details
2026-04-23 14:32:11	firm.upgrade	Smith & Associates	admin@fhb.com	Spark → Surge
2026-04-23 14:18:44	gbp.connect	Rivera Law Group	user@rivera.com	3 locations synced
2026-04-23 13:52:07	mapping.submit	Patel Family Law	user@patel.com	6 channel mappings
2026-04-23 11:10:33	billing.overdue	Jackson Defense	system	Payment failed — grace started
2026-04-23 09:41:22	bug.filed	Chen Immigration	user@chen.com	PDF export timeout

Sheet sync

Google Sheets → Supabase sync across all firms

Firm	Sync name	Sheet ID	Frequency	Last sync	Status
Smith & Associates	CallRail Leads	1BxiMVs0X…	Hourly	2h ago	OK
Rivera Law Group	Facebook Leads	1KPMvrqp8…	Daily	8h ago	OK
Patel Family Law	Website Leads	1Y3NqEr7m…	Hourly	1h ago	Slow

GBP locations

Google Business Profile locations across all firms

Total locations

34

Across 12 firms

Avg rating

4.7

Across all locations

Total reviews

2,847

All time

Location	Firm	Rating	Reviews	Last sync
Smith & Associates — Downtown	Smith & Associates	4.8 ★	142	1h ago
Rivera Law Group — Miami	Rivera Law Group	4.6 ★	98	1h ago
Patel Family Law	Patel Family Law	4.2 ★	61	3h ago

Widgets

Embeddable widgets deployed by firms

Review widgets

8

Active embeds

Chat widgets

5

Active embeds

Quiz widgets

3

Active embeds

Firm	Type	Domain	Submissions (30d)	Status
Smith & Associates	Quiz	smith-assoc.com	84	Active
Rivera Law Group	Review	riveralaw.com	22	Active
Patel Family Law	Chat	patelfamilylaw.com	41	Active

Platform analytics

Aggregated metrics across all active firms

Total leads

4,821

↑ 18% vs prior period

Avg booking rate

34%

Across active firms

Avg close rate

22%

Booked → hired

Platform uptime

99.94%

Last 30 days

Filter:

Leads per firm (this month)

Smith & Associates

214

Rivera Law Group

177

Nguyen & Partners

141

Patel Family Law

108

Lopez Criminal

83

Booking rate by firm

Morrison Estate

76%

Patel Family Law

62%

Rivera Law Group

44%

Nguyen & Partners

38%

Smith & Associates

28%

AI Smith & Associates has the highest lead volume (214) but their booking rate of 28% is 6 points below platform average. Their 4 unmapped channels may be causing attribution gaps that inflate total count while suppressing booking accuracy.

Practice area	Firms	Leads (period)	Avg booking rate	Avg close rate	Avg CAC	Avg case value	Platform benchmark
Personal Injury 5 firms	5	2,847	38%	24%	$142	$58,000	At benchmark
Family Law 3 firms	3	1,124	44%	31%	$98	$12,000	At benchmark
Criminal Defense 2 firms	2	487	41%	33%	$76	$8,500	Below benchmark
Estate Planning 1 firm	1	214	61%	48%	$54	$4,200	Above benchmark
Immigration 1 firm	1	149	28%	19%	$201	$6,800	Below benchmark

Location	Firms	Practice areas	Leads	Avg booking rate	Avg close rate	Avg CAC
Tampa, FL	2	Personal Injury	257	33%	21%	$138
Miami, FL	1	Family Law	177	44%	29%	$101
Orlando, FL	1	Family Law	141	62%	44%	$87
Jacksonville, FL	1	Criminal Defense	43	29%	18%	$184
Naples, FL	1	Estate Planning	18	76%	52%	$49
Houston, TX	1	Immigration	108	31%	20%	$196

Channel mapping

Library of all raw→rollup channel and status mappings across all firms

Total channel mappings

184

Across all firms

Pending review

7

Submitted by firms

Global defaults

24

Applied as fallback

Raw source	Maps to (rollup)	Firm	Submitted	Status
Google Ads - PI - Tampa	Google Ads	Smith & Associates	2h ago	Pending
Meta - Personal Injury - TB	Facebook/Instagram	Smith & Associates	2h ago	Pending
LSA - Tampa	LSA	Smith & Associates	3h ago	Pending
CallRail - Organic	Organic Search	Patel Family Law	Yesterday	Pending
Google Ads - Family - Miami	Google Ads	Rivera Law Group	3d ago	Approved
Organic - GBP Miami	Organic Search	Rivera Law Group	1w ago	Approved
Facebook - Immigration EN	Facebook/Instagram	Nguyen & Partners	2w ago	Approved
Direct / Referral	Referral	Global default	—	Default
Website Form	Organic Search	Global default	—	Default
LSA	LSA	Global default	—	Default

Custom status (firm uses)	Maps to (FHB standard)	Firm	Leads affected	Status
Hot Lead	New	Smith & Associates	214	Active
Scheduled	Consultation Booked	Smith & Associates	87	Active
Pending Review	Not mapped	Smith & Associates	12	Unmapped
Signed	Hired	Rivera Law Group	63	Active
Retained	Hired	Rivera Law Group	41	Active
No Show	Lost	Patel Family Law	28	Active
In Review	Not mapped	Jackson Defense	7	Unmapped

Integrations

Third-party connections and API credentials status

AI providers

Anthropic Claude

AI insights · firm summaries · analysis strips

Active

API key (Vault)✓ Found in Vault

Modelclaude-sonnet-4-20250514

Used forFirm summaries · AI insight strips · platform analytics

Requests this month2,841

Add AI provider

Secondary or alternative AI model

Provider

API key

Use for

Core services

Mailjet

Email campaign sending

Connected

API key (Vault)✓ Found in Vault

Secret key (Vault)✓ Found in Vault

send_campaign function✓ Deployed

Sender domainnoreply@firmheartbeat.com

Email logs webhookMailjet → Event API → not configured

Verify firmheartbeat.com as a sender domain in your Mailjet account before any emails will deliver. Keys are stored encrypted in Supabase Vault.

Google Maps

Places Autocomplete & GBP sync

Configured

API key (global config)✓ Set via config.js (AlzaSyCOdSva…)

Required APIsPlaces · Maps JS

The API key is set in Global config and used by the client dashboard address autocomplete and GBP review sync.

Supabase Storage

Image uploads for emails & blog

Connected

Bucketpulse-assets

Bucket status✓ pulse-assets bucket exists and is accessible

Allowed typesJPEG · PNG · WebP

Max file size2 MB

Public reads, admin-only writes. Images are used in email campaigns and blog featured images.

Google Sheets sync

CRM export ingestion

6 broken

Total configs6

Active1

Broken (no URL)6 missing URL

Each firm shares their CRM export sheet and adds the service account email as a viewer. Sync configs are managed per-firm in the Sheet sync tab.

Stripe

Billing and subscription management

Connected

Secret key (Vault)✓ Found in Vault

Webhook secret✓ Configured

ModeLive

Active subscriptions12

Twilio

SMS notifications (beta)

Not connected

Account SID

Auth token

From number

Benchmarks

Practice area benchmarks shown to firms on their dashboards

Practice area	Avg booking rate	Avg close rate	Avg leads/month	Source
Personal Injury	38%	24%	120	FHB aggregate
Family Law	44%	31%	85	FHB aggregate
Criminal Defense	52%	41%	64	FHB aggregate
Estate Planning	61%	48%	42	Industry data

Global config

Platform-wide settings applied to all firms unless overridden

Platform defaults

Trial length

Days before trial expires

days

Grace period

Days past due before suspension

days

Default plan

Support email

Spam reduction default

Applied to call data platform-wide

%

Data retention

Days to keep deleted firm data

days

Announcements

In-app banners shown to firm users on login

Title	Type	Audience	Status	Views
New: Intake page redesign now live	Feature	All firms	Active	847
Scheduled maintenance — May 15 2–4am EST	Maintenance	All firms	Draft	—

Feature flags

Global feature gating — override per firm in firm detail

Global flags

Applied to all firms unless overridden per firm

quiz_widget

Lead qualification quiz embed

On globally3 overrides

ai_insights

Claude AI analysis strips on all pages

On globally0 overrides

presentation_mode

Full-screen TV dashboard mode

Off globally3 overrides

callrail_auto_sync

Auto-pull call data from CallRail API

Off globally0 overrides

All leads

Inbound prospects interested in the FHB platform

Total leads

47

All time

This month

8

New demos requested

Converted

19

Became customers

Name	Firm	Email	Source	Status	Date
Amanda Torres	Torres Injury Law	amanda@torres.com	Website	Demo scheduled	Apr 20
Kevin Park	Park & Associates	kevin@park.com	Referral	Contacted	Apr 18
Sofia Martinez	Martinez Family Law	sofia@martinez.com	Google Ads	New	Apr 23

Subscribers

Newsletter and blog subscribers

Total

287

Active + unsubscribed

Active

241

Receiving emails

This month

14

New signups

Email	Source	Subscribed	Status
amanda@torres.com	Website quiz	Apr 20	Active
kevin@park.com	Blog signup	Apr 18	Active
info@oldlaw.com	Direct	Jan 4	Unsubscribed

Email campaigns

Newsletters and broadcast emails to firm owners and subscribers

Total sent

18

All campaigns

Avg open rate

41%

vs 22% industry avg

Avg click rate

8.4%

All campaigns

Campaign	Sent to	Sent	Open rate	Clicks	Status
April product update	All subscribers (124)	Apr 15	48%	22	Sent
Intake optimization guide	Active firms (12)	Apr 1	67%	18	Sent
May newsletter	All subscribers	—	—	—	Draft

Surveys

NPS and satisfaction surveys sent to firm owners

Survey	Sent	Responses	Avg score	Status
Q1 2026 NPS — All active firms	Apr 1	8 / 12	72 NPS	Active
Onboarding satisfaction — Q4 2025	Jan 15	11 / 11	4.4 / 5.0	Closed

Blog

Published at firmheartbeat.com/blog

Title	Author	Published	Status
How to improve your intake booking rate by 40%	admin	Apr 10	Published
5 Google Business Profile mistakes law firms make	admin	Mar 28	Published
Understanding your FHB dashboard: a complete guide	admin	—	Draft

Feature requests

Upvoted and organized — inform roadmap priorities

Feature	Requested by	Upvotes	Status
Mobile app for specialists	12 firms	41	On roadmap
Automated monthly PDF reports	9 firms	33	Considering
Bulk lead import from CSV	7 firms	28	Considering
Twilio SMS integration	3 firms	14	Planned
White-label dashboard option	2 firms	6	Backlog

Bug reports

Filed by firm users — reviewed and resolved here

Open

4

Unresolved

In progress

2

Being investigated

Resolved (30d)

11

Avg 1.8 days to close

Title	Firm	Filed	Priority	Status
PDF export timeout on large datasets	Chen Immigration	5h ago	High	Open
Lead panel date picker not saving on iOS	Smith & Associates	Yesterday	Medium	In progress
GBP reviews not syncing after reconnect	Rivera Law Group	2d ago	Medium	Open
Email sequence preview shows wrong merge tags	Patel Family Law	3d ago	Low	Open

Email logs

Transactional and campaign delivery logs

To	Subject	Type	Sent	Status
layla@smith.com	Your FHB April report is ready	Notification	Apr 23 09:00	Delivered
bob@morrison.com	Welcome to Firm Heartbeat	Invitation	Apr 22 14:32	Delivered
mike@jackson.com	Payment failed — action required	Billing	Apr 22 10:15	Opened
unknown@invalid.x	April product update	Campaign	Apr 15 11:00	Bounced

Account & security

admin@firmheartbeat.com

Admin profile

Name

Email

Password

Two-factor authentication

MFA status

Enabled — TOTP app

Backup codes

8 codes remaining

Active sessions

Device	IP address	Location	Last active
Chrome on macOS Current	72.14.1.88	Tampa, FL	Now
Safari on iPhone	72.14.1.88	Tampa, FL	2h ago