surface-performance

What problem does it solve?

Convert messy, heterogeneous case and CRM exports into a consistent, actionable performance report for firm leadership, eliminating manual spreadsheet wrangling and surfacing the KPIs, trends, and anomalies that matter.

Core Features & Use Cases

• File detection and preprocessing for CSV, XLSX, PDF, and pasted tabular data, with fallbacks and OCR guidance when needed.
• Automated KPI calculations: case volume, cases opened/closed, time-to-resolution, disposition mix, revenue by case type and attorney, intake conversion, and source ROI with period-over-period comparisons.
• Anomaly detection and data quality reporting that lists missing fields, parsing issues, inconsistent labels, and recommended next steps for investigation.
• Use case: Convert a monthly CRM export or case management report into an executive summary and detailed tables showing what changed, where revenue shifted, and which referral sources converted best.

Quick Start

Provide a case export (CSV, XLSX, or readable PDF) and ask: "Analyze this case data and produce a performance report comparing the current period to the prior period, including KPIs, trends, and anomaly flags."