Firm ops
Sample dataExample
Don't type confidential facts.
Workload (open tasks)
- S. Patel, Esq.2
- M. Duarte, Esq.3
- J. Okafor1
- K. Nguyen3
- R. Abernathy1
Matters by attorney
- S. Patel, Esq.2
- M. Duarte, Esq.2
Standing processes (example)
- Weekly matter review — Mondays 9:00
- Disclosure chase cycle — every 10 days
- Pre-filing checks before anything is filed
- Monthly trust account reconciliation
Billing snapshot (example)
Billing connects in a later release. Example: 142 hours logged this month, 87% billed.