Firm overview
Firm feed
Latest activity across matters, clients, prospects, and tasks
| Name | Type | Source | Tags | Status | Conflict | SLA | Created |
|---|
Pipeline
Track intake to retained with clear stage ownership and SLAs.
Matter Details
Collections
Conflict Check
Intake Stages
StatusBilling + Retainer
Document checklist
Key dates
Communications
Matter notes
Matter timeline
Case tasks
Case documents
Qualify & Conflict Check
Summarize the matter, flag conflicts, and highlight risks.
Draft Engagement
Generate retainer + welcome email/SMS based on status.
Schedule & Prep
Propose times, create invite, and prep an attorney brief.
Route & Assign
Recommend the best attorney/role based on workload.
Matter Timeline
Intake History
Tasks
Manage intake, case prep, and follow‑ups across the firm.
Matters
Track active cases, status, and next steps in one place.
Contacts
Centralized people view with segmentation and quick actions.
Activities
Firm-wide activity feed with filters and context.
Billing
Track drafts, approvals, and collections in one workspace.
Online payments
Track incoming payments, links, and refunds.
Accounts
Manage firm bank accounts and sync connections.
Documents
Manage firm files, templates, and uploads.
Templates
Manage firm-approved templates for AI-generated letters.
Engagement Letter Template
Example Preview
Reports
Generate, schedule, and share insights across matters, billing, and performance.
Case & Matter Insights
Track workload, timelines, and outcomes.Active Matter Overview
Stage distribution, deadlines at risk, and top blockers.
Case Duration & Aging
Median time to close by matter type and attorney.
Disposition & Result Rate
Closed matters by outcome, fee type, and referral source.
Financial & Billing
Revenue, collections, and profitability.Accounts Receivable Aging
Current, 30/60/90+ days outstanding and top payers.
Realization & Margin
Fee vs. cost by matter, phase, and timekeeper.
Trust Account Activity
Deposits, disbursements, and compliance checks.
Time & Productivity
Timekeeper utilization and capacity.Billable Hours & Targets
Actual vs. target by attorney, week, and matter.
Workload & Allocation
Open tasks, staffing ratios, and time to assign.
Time & Fee Adjustments
Write-downs, write-offs, and reason analysis.
Client & Intake
Pipeline performance and client satisfaction.Lead to Matter Conversion
Conversion rate by source, campaign, and intake team.
Client Experience Score
Survey results, response times, and review trends.
Referral Partner Activity
Top partners, conversion rates, and fee splits.
Report Builder
Mix fields, filters, and visualizations to craft a custom report.
Data Sources
Filters
Layout
Visuals
Delivery
Collections
Track balances, payment schedules, and outstanding amounts by client.
| Year | Client | Type of Case | Type of Payment | Paid to Date | Next Payment Due | Amount Owed | Phone Number | Notes |
|---|
User & Permissions
Manage access, roles, and security policies across the firm.
Workflow List
Manage inbound automation triggers and webhook workflows.
Workflow Settings
Configure how this workflow runs, including its default options and behavior.
Contact
Allows a Contact to re-enter once it has left this workflow.
Runs separate executions per Opportunity.
Ends workflow for a Contact if they respond to a message.
Communication
Restrict actions from being sent outside your window.
Mark workflow conversations as read.
Settings
Configure access keys and environment preferences.