FirmIntel · MMXXVIVolume I — An institutional intelligence platform for law firm partnerships.
Canada · United States
By invitation

The firm,
before the meeting.

The analytical layer for law firm partnerships. Billing velocity, realization, trust health, and partner contribution — observed under one quiet interface, before they are interpreted in a room.

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VolumeNo. 01
StatusOpen · by inquiry
IssuedMay 2026
EditorM. Shahidian
PublisherYEK Technologies Inc.
Article No. OneIIn which the partnership is described as it is, before the matter of what is sold to it.
I.The Position

A platform built for the people who answer for the firm.

Most of what is sold to law firms today is operational software, dressed up. Time entry. Billing. Trust ledgers. Document storage. Useful, certainly. But not strategic.

The partners who carry equity in a firm are not in the market for another workflow tool. They are in the market for a clearer view of the business they already built — one that does not require an analyst to interpret it, and does not need to be reconciled across four systems before it is trusted.

FirmIntel sits a layer above the practice management stack. It draws from the systems already in place at your firm — whichever they are — and translates that activity into the metrics partnerships actually convene around: realization, billing velocity, trust health, partner contribution, client concentration, exposure.

01On the systems already in place

FirmIntel reads from the firm's existing practice management and accounting systems. The connectors are read-only. Nothing in the firm's books is rewritten.

02On reconciliation

Discrepancies between systems are surfaced — not silenced. The partnership decides which figure is the source of truth, in writing.

03On audit

Every figure traces to its source row. Every rule is versioned. The auditor receives the same view as the partnership.

04On the truth layer

We are not an ERP. We are a truth layer. If the source data is not present, the report does not exist. The instrument refuses to estimate.

Who this is for —

FirmIntel is built for partnerships that have decided the firm should see its own books in real time, and want one defensible view of them. It is not a fit for firms shopping on price, or for firms still working out whether the partnership runs the firm or the systems do. Those are worthwhile questions in their own right — we are most useful once they are settled.

Article No. TwoIIIn which an instrument is presented, and the partnership is asked to use it.
II.The Instrument

A reading room for partnership decisions.

Not a dashboard, in the SaaS sense. An instrument. Scroll through it. Each reading is a different view of the same firm — the way a partnership actually convenes around a number.

FirmIntel — Partnership View
Q1 · MMXXVI

Realization

Q1 · 0078 · live
Net realization
87.4%
+ 1.8 pts vs Q4
Above firm target of 85%
Best · Patent 91.2% · Worst · Litigation 79.4%
Standard rate
$ 612/hr
+ 4.0% vs Q4
Weighted across partners
Range · $480 — $980 / hr · 12 partners
Discounting
8.2%
+ 0.6 pts vs Q4
Of standard rate billed
Largest discount · client 0188 · 14.6%
TARGET 85%

Illustrative interface · Real data is firm-private · Scroll to switch lens

Article No. ThreeIIIIn which the four readings the partnership returns to are named, in order, with no preamble.
III.The Disciplines

Four readings the partnership returns to.

Each is a distinct view of the firm. Together they are the partnership's running record. Refreshed continuously. Defensible to your auditor. Read in under a minute.

i.

Realization

Standard rate, billed rate, collected. The three values reconciled per matter, per partner, per practice. Where the firm is leaving money in the work, and where it is not.

Per matter · Per partner · Per practice
ii.

Velocity

Time from work performed to invoice issued; from invoice issued to cash received. Two latencies the firm controls and rarely measures, treated as instruments — not anecdotes.

Lockup · Cycle · Decay
iii.

Trust

Continuous monitoring against rules of professional conduct, refreshed hourly. Negative balances, commingling, stale retainers, missing reconciliations — surfaced as they appear, with the partner of record named.

13 Canadian provinces · NY · CA · WA
iv.

Contribution

Origination, working attorney, and supervising credits — separated, weighted, and presented without ambiguity. Compensation conversations begin from the same numbers everyone is reading.

Origination · Working · Supervising

A partnership runs
only what it can read.

FirmIntel · House Position
Article No. FourIVIn which the daily instruments of the partnership are described — what the readings are turned into.
IV.The Workings

Four surfaces the partnership operates from each day.

Each is a working instrument built on top of the four readings. Together they are the partnership's day-to-day operating record. Refreshed continuously. Defensible to your auditor. Read in under a minute.

i.

Action Inbox

A closed-loop partner workflow. Every exception requiring a decision moves through six stages — detect, decide, communicate, track, confirm, close. Threaded by file. Auditable in writing.

Detect · Decide · Close
ii.

Performance Drivers

What the readings cannot say alone — why the numbers are what they are. Utilization, realization, pricing discipline, leverage, separated and tied to named partners and practices.

Driver · Diagnostic · Action
iii.

Source-Backed Reports

Fifteen formal report definitions. Each is generated only when its source data is present. Source rows are surfaced; missing rows are surfaced. Nothing is estimated.

Trace · Defensible · Versioned
iv.

Firm Health Index

A five-pillar composite, weighted and benchmarked. Financial, compliance, operational, client, partner — anchored to industry sources (Thomson Reuters Peer Monitor, NALFA, Am Law), not arbitrary internal numbers.

Anchored · Composite · Defensible
Article No. FiveVIn which the method is set out, in plain language, for the people who will be asked to defend the numbers.
V.The Method

Built for partnerships, not for vendors.

— Connection

Sits above the systems already in place.

FirmIntel reads from your existing practice management and accounting stack. No replacement, no migration, no disruption to the people who run the books. The data is already there. We make it readable.

— Discipline

Calculations the auditor agrees with.

Every figure is traceable. Every rule is versioned. Every alert names a source. FirmIntel was built by a controller for partnerships that do not tolerate a number they cannot defend.

— Privacy

Your firm's data does not leave your tenancy.

Single-tenant deployments. Row-level isolation. Audit logging on every read. The firm's books, partner compensation, and client matters remain firm property — and stay firm-private.

— Restraint

One interface. Few words. No noise.

FirmIntel does not ship features for the sake of features. What is here, is here because partners asked for it and used it. What is not, was tried and removed.

— A note tipped in to this issue —
From the desk of the founder
Letter · MMXXVI · Vancouver— tipped in by hand —

FirmIntel did not begin as a product. It began as a controller's notebook, kept on the side because the system in front of me did not answer the partnership's questions.

I have spent my years inside a partnership, in the seat that produces the numbers the partners read. The questions a partnership asks are not the questions a SaaS product is built to answer. I built FirmIntel because I needed it.

If you are a partner who has ever asked for a number, waited a week, and then asked again — we built this for you. If you are a controller who has been asked to defend a figure that came out of a system you did not choose — we built this for you, also.

M. ShahidianFounder, FirmIntel · Vancouver, MMXXVI
If this is for the partner across the table, send the letter, not the link.Send this letter
Article No. SixVIIn which the matter of engagement is addressed, but pricing is not published. By design.
— a private engagement —
VI.Engagement

Three ways a firm engages with FirmIntel.

Pricing is determined by the firm — by partnership size, by data complexity, by deployment model. It is set in conversation, not in a checkout.

Practice
For small partnerships and boutique firms.
By inquiry
  • The four readings — realization, velocity, trust, contribution
  • Up to 10 users
  • CSV / Excel data import
  • Managing Partner dashboard
  • Trust accounting — deficit and dormancy tracking
  • Source-backed PDF reports
  • Standard onboarding and data mapping
Open a conversation
Institution
For firm-wide deployments and multi-office structures.
By arrangement
  • Everything in Partnership, plus —
  • Unlimited users
  • Cloud folder ingestion (OneDrive / SharePoint)
  • AML / KYC workflow — client screening, CDD, STR
  • PDF OCR for bank statements
  • External anonymous benchmarking
  • Practice-area segmentation and rollups
  • Dedicated tenancy with named contact
  • Dedicated account manager · custom training and onboarding
Open a conversation

We do not publish per-seat pricing. The conversation begins with your firm — its size, its books, and what the partnership wants visible.
No free trial. No checkout. A walkthrough, then a proposal.

Article No. SevenVIIIn which the partnership is invited to begin a conversation, on its own terms, in private.

— VII.

For the partners who would rather know.

The work has been done. The data is already there. The move is yours.

A walkthrough is conducted against your firm's anonymized figures or ours. No deck. No demo recording. The instrument, your questions, and the partner of record on our side.

Open a conversation

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Email us directlypartners@firmintel.ai · By appointment.
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