Your Firm's Intelligence Dashboard
ML-powered churn prediction, revenue forecasting, and firm health scoring that turns your data into actionable intelligence.
ML Predictions
Revenue Forecast
Churn Detection
Health Score
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Revenue Forecast
0
/100
Firm Health Score
Top 15% in your region
3 clients at churn risk
Based on engagement decline over 90 days
View Details →
Revenue up 23%
Outperforming 85% of similar firms
View Report →
Revenue forecasting, health scores, and AI-powered insights — all in one dashboard.
You're Flying Blind Without Data
78%
of firm owners
can't accurately predict next quarter's revenue — they're guessing, not forecasting
45%
client churn
is preventable when early warning signs are detected and acted upon in time
60%
of decisions
are made on gut feel instead of data — leading to misallocated resources and missed opportunities
92%
accuracy
FirmIQ's ML models achieve on 30-day revenue forecasts after 90 days of data
ML-Powered Churn Prediction
FirmIQ analyzes 40+ behavioral signals to predict which clients and preparers are at risk of leaving. Get warnings 30-60 days before churn happens — enough time to intervene.
Engagement frequency analysis across all touchpoints
Payment pattern anomaly detection
Response time degradation tracking
Actionable re-engagement recommendations per at-risk entity
Revenue Forecast
0
/100
Firm Health Score
Top 15% in your region
3 clients at churn risk
Based on engagement decline over 90 days
View Details →
Revenue up 23%
Outperforming 85% of similar firms
View Report →
Revenue Forecasting Engine
Predict future revenue with confidence using ML models trained on your firm's historical data. See projected revenue by week, month, and quarter — with confidence intervals.
30, 60, and 90-day revenue projections
Seasonal pattern detection and adjustment
Scenario modeling: what-if analysis for growth plans
Breakdown by service type, preparer, and client segment
Revenue Forecast
0
/100
Firm Health Score
Top 15% in your region
3 clients at churn risk
Based on engagement decline over 90 days
View Details →
Revenue up 23%
Outperforming 85% of similar firms
View Report →
Firm Health Score
A single composite score (0-100) that synthesizes dozens of metrics into one clear indicator of your firm's overall health. Track trends and drill into contributing factors.
Weighted composite of revenue, retention, efficiency, and growth metrics
Trend tracking with historical comparisons
Contributing factor breakdown with actionable insights
Customizable weights to match your firm's priorities
Revenue Forecast
0
/100
Firm Health Score
Top 15% in your region
3 clients at churn risk
Based on engagement decline over 90 days
View Details →
Revenue up 23%
Outperforming 85% of similar firms
View Report →
Intelligence Without Effort
01
01
FirmIQ Learns Your Business
From day one, FirmIQ analyzes patterns across referrals, intake, commissions, client behavior, and preparer performance.
02
02
Insights Surface Automatically
Churn predictions, revenue forecasts, and optimization recommendations appear in your dashboard — no manual analysis needed.
03
03
You Act on Intelligence
Take action on AI recommendations: re-engage at-risk clients, allocate resources to growth areas, and make data-driven decisions.
Intelligence for Every Decision
Churn Prevention
Identify at-risk clients 30+ days before they leave. FirmIQ flags declining engagement patterns and recommends specific re-engagement actions.
Revenue Optimization
Spot revenue trends, predict seasonal patterns, and identify which services, preparers, and client segments drive the most growth.
Capacity Planning
Forecast intake volume by week and month. Know exactly when to staff up, which preparers have capacity, and where bottlenecks will form.
FirmIQ Questions Answered
Our models achieve 92%+ accuracy on 30-day forecasts and 85%+ on 90-day projections, improving over time as more of your firm's data is analyzed.
FirmIQ starts generating insights after just 30 days of data. Predictions become more accurate with 90+ days of history.
Yes. Admins can adjust the relative weight of each factor in the firm health score — emphasize revenue growth, client satisfaction, preparer efficiency, or any combination.
FirmIQ pulls from all GoRefer modules: referrals, intake, CRM, commissions, gamification, and integrations. No external data imports needed.
Yes. Enterprise plans include API access to FirmIQ predictions, scores, and insights for integration with your BI tools or custom dashboards.
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