CG PerformanceCase StudyNicolle Koetzler

Performance Dashboard

One place for law firms to see how their website, SEO, calls and leads are performing, in plain language.

Client
The Casely Group
Product
Client performance dashboard
Audience
U.S. law firms
Platform
Web app
CG Performance overview dashboard

Challenges & Goals

The challenge

Law firms invest heavily in their websites and marketing, but the data that shows whether it is working lives in separate tools (hosting, SEO audits, call tracking, form submissions) and is full of technical jargon. Without a single view, it is hard for a firm to know what is working and what needs attention.

The goal

A dashboard any attorney can open and understand in seconds, while still giving The Casely Group’s team the depth they need to manage dozens of firms.

  1. 01

    One source of truth

    Bring web, SEO, speed, call and lead data into a single dashboard for each firm.

  2. 02

    Plain-language metrics

    Pair technical scores like RES, LCP and CLS with a clear status and a short explanation.

  3. 03

    Attention at a glance

    Use color-coded status and trends so what needs attention stands out without reading every number.

  4. 04

    Built to scale

    Serve many firms with a client switcher and one consistent, reusable component system.

Product Structure

The navigation mirrors the questions a firm asks: is my website healthy and fast, where are my leads and calls coming from, and what has happened lately. Each module lives in a persistent sidebar, with a firm switcher at the top so the team can move between clients without losing their place.

Sign in

A focused front door

A calm sign-in with email, Google or Apple. The right side previews real dashboard cards, so the first thing a client sees is the value: their data turned into insights.

CG Performance sign-in screen with a preview of dashboard cards

Overview

“How are we doing?” in seconds

Metrics are grouped the way a firm thinks about them: Web Development, Leads Report and SEO Metrics. Every card follows the same pattern: one number, its context and a status color.

Overview screen with web development, leads and SEO metric cards

Speed Insights

Technical scores, explained

The Real Experience Score sits front and center with a plain-language verdict (“Excellent: above 90”), a monthly trend, and the four Core Web Vitals, each with a progress bar and a one-line explanation.

Speed Insights screen with a Real Experience Score of 91 and Core Web Vitals

Leads

Every lead, in one table

A dense but scannable table: a status dot, contact details, source icons (Google Ads, Meta, organic), date and quick actions, with filters, search and pagination for firms with thousands of leads.

Leads dashboard table with status, contact details, source and actions

Email Templates

Weekly updates, personalized at scale

An internal tool for the team: browse email jobs by status, preview each personalized email, then edit its merge fields, including the AI-generated introduction, before sending.

Email Templates screen previewing a weekly newsletter
Email Templates screen editing a newsletter's merge fields
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