Janet
Operations Analyst · Senior
$1,199/mo + $1,500 hire
Hire Janet
Builds the dashboards and reports that show partners how the firm is actually doing. Janet finds the data points that prove what your gut already suspected, then makes them undeniable.
Janet answers the question most small firm partners answer by intuition: how are we actually doing? She pulls from billing systems, CRM, and matter management to produce a clear view of revenue, utilization, realization, client concentration, and the metrics that predict whether next quarter looks like this one.
The work she takes off your plate: the monthly P&L reconciliation that takes a Sunday afternoon. The "which clients are we actually making money on" analysis that never quite gets done. The report you meant to build for the partner meeting. The anomaly you could have caught in week two of a bad trend but only noticed in week eight.
Janet does not make business decisions. She gives you the information to make them with confidence rather than instinct.
Three real examples. KPI definitions, report format, and anomaly thresholds are all calibrated during onboarding.
Utilization anomaly flagged: Marcus (Research Analyst) shows a 31% drop in utilization over the past three weeks (weeks of Oct 27, Nov 3, Nov 10).
Likely explanation: CRE-2026-0791 (Bracken Properties research retainer) went inactive on Nov 2. No new research matters have been opened since.
This does not appear to be a performance issue. It looks like a pipeline gap on the matter side. Flagging so you can decide whether to route new research work to Marcus or confirm his current load is appropriate.
| Client | 12-mo billed | Last check-in | Open matters |
|---|---|---|---|
| Bracken Properties, Inc. | $184,200 | Aug 14, 2026 | 2 active |
| Riverside Holdings LLC | $97,400 | Jul 2, 2026 | 1 active |
| Loop Development LLC | $73,100 | Sep 22, 2026 | 0 active |
| Midwest Title Association | $61,800 | Oct 5, 2026 | 1 active |
| Hennepin Capital Partners | $54,300 | Jun 18, 2026 | 0 active |
Janet connects to your billing, CRM, and matter management. You define the KPIs that matter to you: the metrics you check now (however informally) and the ones you have always wanted to track.
Janet produces the first version of each report and dashboard. You review them against what you know to be true, and correct any data that looks wrong. She fixes the source and recalculates.
Janet runs the first live anomaly detection cycle. You review what she flagged and tell her which alerts are signal and which are noise. Thresholds are tuned accordingly.
Janet runs the reporting and monitoring cycle independently. Monthly report delivery, weekly anomaly scans, ad-hoc queries on demand. The 30-day check-in is on the calendar.
Yes. Janet connects to QuickBooks, Clio Billing, Bill4Time, Xero, FreshBooks, and several other billing platforms via API or export. Once connected, data pulls are on a schedule (daily for most metrics, hourly for dashboards you want to be near-real-time). You do not manually export anything to Janet. She pulls it herself.
Janet monitors a set of metrics you define during onboarding and watches for movements that exceed your configured thresholds. Common anomalies that firms ask her to track: utilization drops more than 15% week-over-week for any timekeeper, a client's billing volume drops to zero for 30+ days (possible churn signal), DSO climbs above a set ceiling, or a matter goes from active to no billable activity for 14+ days. When something triggers, she sends a Slack alert with the data and a hypothesis about the cause. You decide whether to act on it.
Yes. During onboarding, you share two or three examples of reports from past partner meetings. Janet learns the format, the level of detail, and the visual conventions. She produces the monthly report in that format so the managing partner can use it without reformatting. If the format changes, you update the template at the next 30-day review.
Janet operates within whatever access controls you configure. She sees what you give her credentials to see. If there are reports or data sets that specific partners should not see (compensation information, individual performance metrics), those are excluded from her output scope during onboarding. She does not store data in external systems. Everything stays in your connected tools.
Yes, and this is one of the most common situations she is hired into. If your billing is in QuickBooks, your clients are in HubSpot, and your matters are in Clio, Janet connects to all three and builds the unified view. She handles the data normalization and reconciliation. The first two to three days of onboarding often surface small data inconsistencies between systems. Janet flags them; you decide how to resolve them at the source.
Two weeks of guided setup. A live operational dashboard by day 14. Performance guaranteed for the first 90 days. If she does not meet standard, we replace her or refund the hiring fee.