Fractional CFO for Personal Injury Law

The CFO Your PI Firm Has Been Operating Without.

Most PI attorneys run their business on instinct. LawSight gives you the financial infrastructure to replace instinct with certainty — and turn that certainty into profit.

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LawSight Financial Intelligence
Q3 2025
Case
Profitability by
Channel
Profit
Margin %
Referral
68%
SEO
52%
PPC
31%
Billboard
24%
12-Month Cash Flow Forecast Projected ↑
Jul '24 — Projected Jun '25
Firm P&L Snapshot
EBITDA
18%Target 22%
Overhead
Ratio
34%Target
30%
Rev /
Attorney
$620KOn
Target
Budget vs. Actuals
Budget
Actual
JanFebMarAprMayJun
Why LawSight

You Have a Marketing Budget. You Need a Financial Strategy.

PI firms are good at spending on growth. The firms that pull ahead are the ones that build the financial infrastructure around it — a real budget, a plan, and the discipline to track both.

Save
Identify Cost Leakage

Proper financial planning prevents overspending before it happens. We build the budget and oversight framework that keeps your overhead in check as the firm grows.

Earn
Grow Case Profitability

Not every case type is equally profitable. We show you which work deserves more of your firm's attention.

Keep
Increase Partner Distributions

Better financial discipline means more cash at distribution time. That's the point of all of it.

What We Do

Four Pillars. One Integrated Answer.

Every LawSight engagement covers all four. Because your firm's finances don't operate in silos.

01

Marketing & Profitability Intelligence

Know the true cost per signed case by channel. Know which referral sources are worth nurturing and which are costing you money.

02

Cash Flow & Liquidity Management

A 13-week cash flow forecast tied to your actual case docket. You'll know your position 90 days out before it becomes a problem.

03

Profit Planning & Expense Control

An annual budget built around your partner distribution target. Monthly reviews to make sure you're tracking to it.

04

Real-Time Performance Intelligence

Monthly reporting your partners can actually read. KPIs built specifically for PI firms, not generic business metrics.

10–15%
Average PI Firm EBITDA Margin
25–30%
Top-Performing PI Firm EBITDA Margin
3–5x
Referral ROI vs. Paid Acquisition

Based on industry analysis of PI firms at comparable revenue levels. Individual firm results vary.

The PI Industry Is Shifting. Your Financial Strategy Should Reflect That.

The PI landscape is shifting fast. LawSight works alongside your firm as a true financial collaborator — tracking the headwinds reshaping the industry and translating them into clear, actionable guidance for your practice.

PE Consolidation Litigation Funding Structures Capital Strategy Contingency Fee Economics
The Process

How It Works

01
Diagnostic

We Learn Your Firm

We review your books, your case pipeline, your cost structure, and your reporting gaps. A clear picture of where your firm stands.

2–3 week engagement
02
Engagement

We Build the Infrastructure

We build your forecasting models, reporting dashboards, and budget framework from scratch. Everything is calibrated to how PI firms actually make and spend money.

Ongoing monthly cadence
03
Ongoing CFO Support

We Stay in the Room

Monthly financial reviews, cash flow updates, and partner reporting. Your CFO available when you need one. No full-time salary required.

Retained fractional CFO
Ready to Get Started?

Most Firms Are Surprised by What We Find in the First 30 Days.

One conversation. We'll tell you exactly what we'd look at and what we'd expect to find.

Schedule a Free Call

Engagements are structured as monthly retainers. No surprise fees. Pricing is discussed on the call.

Firms that share financials ahead of the call receive a written assessment of their firm's financial position at no cost.

No obligation. No sales pressure. One hour with a senior CFO.

What We Do

Know Exactly Where Your Firm Makes and Loses Money.

Every LawSight engagement covers all four pillars. Not à la carte. Your firm's finances don't operate in silos and neither do we.

01

Marketing & Profitability Intelligence

  • True cost per signed case by channel (SEO, PPC, referral, billboard)
  • Contribution margin by case type after all direct costs
  • Lead-to-sign conversion rate by intake source
  • Which marketing channels to scale and which to cut
What you'll know

Exactly which marketing dollars are profitable and which are costing you cases.

02

Cash Flow & Liquidity Management

  • Rolling 13-week cash flow forecast tied to your case docket
  • Settlement timing projections by case stage
  • IOLTA clearance lag analysis
  • Early visibility into slow quarters before they become a cash problem
What you'll know

Your cash position 90 days from now. And what to do about it.

03

Profit Planning & Expense Control

  • Annual budget built around a partner distribution target
  • Monthly budget vs. actuals review
  • Vendor and overhead audit — identifying fee leakage
  • Staffing ratio analysis against revenue per attorney benchmarks
What you'll know

Where your overhead is growing and exactly what it's costing you.

04

Real-Time Performance Intelligence

  • Monthly CFO dashboard with KPIs specific to PI firms
  • Partner-ready reporting package
  • Case economics by attorney and practice area
  • Benchmarking against PI industry standards
What you'll know

Where your firm stands every month. By partner, by case type, by channel.

The Process

How an Engagement Works

01
Step 1

Diagnostic

A 2–3 week review of your books, case data, and reporting gaps. A clear picture of where your firm stands before we build anything.

One-time setup
02
Step 2

Build

We build your forecasting models, dashboards, and budget framework from scratch. Calibrated to how your PI firm actually makes and spends money.

Included in setup
03
Step 3

Ongoing CFO Support

Monthly financial reviews, cash flow updates, and partner reporting. Your CFO available every month and when you need one.

Monthly retainer
Ready to Get Started?

See What This Looks Like for Your Firm.

Schedule a Free Call
About LawSight Financial

Built From Inside the Industry.

Six years in litigation finance taught us exactly what PI firms are missing.

Where LawSight Came From

LawSight was founded by a financial executive who began his career at a Big 4 accounting firm before moving into corporate finance. He spent over a decade in FP&A and financial leadership, including a position at an international bank in New York City where he provided financial intelligence and reporting through the CFO directly to the Federal Reserve.

He then spent six years in litigation finance, building the financial reporting frameworks, dashboards, and firm-level relationships that gave him direct insight into how personal injury practices make and manage money.

Across hundreds of firm relationships, one pattern never changed. Attorneys were sharp and their firms were growing but almost none had a real financial strategy. No confidence in marketing ROI. No visibility into cash flow. No financial plan backing their growth.

Firm after firm, the answer was the same. No one was confident. Not because the attorneys weren't capable. Because no one had built the financial infrastructure to answer those questions.

That gap is why LawSight exists.

10+
Years in FP&A & Financial Leadership
Big 4
Accounting Firm Foundation
6 Yrs
PI Litigation Finance — EVP, Consumer Finance
The LawSight Difference

The Difference Is Where We Came From.

Insider Perspective

Six years inside the litigation finance industry gave us a ground-level view of what PI firm finances actually look like — and what separates firms that grow profitably from those that don't.

PI-Specific Frameworks

Generic CFO advice doesn't work for contingency-fee firms. Every model, forecast, and dashboard is built around how PI firms actually make and spend money.

Built for the PI Growth Model

We understand how capital moves inside a contingency-fee firm. When to invest in marketing, how to plan for staff growth, and what each dollar needs to return to justify the spend.

Ready to Get Started?

One Conversation. No Obligation.

One conversation. We'll tell you exactly what we'd look at and what we'd expect to find.

Schedule a Free Call
Get in Touch

One Conversation. No Obligation.

No preparation needed. No sales pitch waiting on the other end.

No Sales Pressure
Confidential Conversation
Direct Access to the Founder — Not a Junior Analyst
Direct Contact

Every conversation starts the same way. We listen first. Tell us where your firm is, what keeps you up at night financially, and what you wish you had better visibility into. We go from there.

LawSight Financial
Founder & CFO, LawSight Financial LLC
Schedule a Free Call

Prefer email? Reach out at peter@law-sight.com and we'll find a time.

Want a Deeper Look?

Get a Written Analysis of Your Firm's Financial Health at No Cost.

If you'd like to go deeper, share your P&L, expense detail, and case data before the call. Everything is protected under a mutual NDA we send before you share anything. We'll deliver a written assessment of your firm's financial position within 5 business days. No pitch. No commitment required.

Request Your Free Financial Assessment
1
Schedule your strategy call using the calendar above.
2
We send a mutual NDA for your signature before anything is shared.
3
Share your P&L and case data. We deliver your written assessment within 5 business days.
Ready to see what LawSight can do for your firm? Schedule a Free Call →