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jdrodriguez
jdrodriguezCOMMUNITY
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surface-performance

Convert case management exports into structured performance dashboards with KPIs.

6|Updated Feb 10, 2026
Search Tags:#performance#analytics#kpis#revenue#data-validation#intake#case-data
One-click install
npx skills add https://github.com/jdrodriguez/legal-toolkit --skill surface-performance
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: surface-performance
Source: https://github.com/jdrodriguez/legal-toolkit/tree/main/legal-toolkit/skills/surface-performance
Command: npx skills add https://github.com/jdrodriguez/legal-toolkit --skill surface-performance

SYSTEM DOCUMENTATION & REQUIREMENTS

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."

Frequently Asked Questions about surface-performance

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I calculate law firm KPIs from messy case management exports?▼

To calculate law firm KPIs from messy case management exports, the Skill parses CSV, XLSX, or PDF files, maps fields like case type and disposition, and computes metrics such as case volume, time-to-resolution, and revenue by attorney.

Can I generate a performance dashboard from a PDF case export?▼

Yes, you can generate a performance dashboard from a PDF case export. The Skill includes file detection and preprocessing for readable PDFs, providing OCR guidance when needed to extract tabular case data for KPI calculation and period-over-period comparisons.

What is the best way to compare period-over-period revenue by case type and attorney?▼

The best way to compare period-over-period revenue by case type and attorney is to ingest structured case exports and apply automated KPI calculations. The Skill generates executive summaries and detailed tables showing revenue shifts and referral source ROI.

How do I handle missing fields and data parsing issues in CRM exports?▼

To handle missing fields and data parsing issues in CRM exports, the Skill performs anomaly detection and data quality reporting. It lists missing fields, identifies inconsistent labels, and recommends next steps for investigation directly within the performance report.

Does this analytics tool work with pasted tabular data or only formatted spreadsheet files?▼

This analytics tool works with pasted tabular data as well as CSV, XLSX, and PDF files. It features file detection and preprocessing with fallbacks to map fields like open and close dates from any supported input format.

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