Today's attention
0
Open pipeline leads
0
Active cases
0
Overdue tasks
$0
Outstanding receivables
Upcoming payments — next dueView receivables
Recently added leadsView pipeline
Possible duplicatesFlagged for review — nothing is merged or deleted automatically
Property insurance
Immigration
Transactional
🔶 Cases with a Next Action
Click a client name to open the matter and write or update what's outstanding.
| Pri | Client | Area / Owner | Waiting on | Age / Activity | Contact / Follow-up | Next Action | Documents |
|---|
✅ Cases WITHOUT a Next Action (Caught up)
| Pri | Client | Area / Owner | Waiting on | Age / Activity | Contact / Follow-up | Notes | Documents |
|---|
Property insurance
Immigration
Transactional
Case work items. This exports a real calendar file — import it into Google Calendar or Outlook once, or re-export any time deadlines or tasks change. It's a one-way, on-demand export, not a live two-way sync.
Key matter deadlines (SOL, court dates, response due)
📅 Export all deadlines + tasks to Calendar (.ics)
Task list
Completed
Matter deadlines
Tasks
Payments due
Select a day
Quick items — calls to return, emails to send, anything short. Tasks stays for the actual case work.
Completed
Pending — owes, nothing received
Partial — paid something, still owes
Paid in full
Enter what you're charging and what's come in — what's still owed is calculated for you and status is set automatically.
Downloads a calendar file — in Outlook: File → Open & Export → Import/Export → iCalendar (.ics), or just double-click the downloaded file. Re-export any time amounts or due dates change; this isn't a live sync.
| Client | Area | Note | Next due | Charged | Paid | Owed | Status |
|---|
Closed and declined matters live here, out of the way of the active board.
| Client | Area | Owner | Closed | Notes |
|---|
Every matter marked "In litigation — Yes" on the lead form, whichever state it's in. Set litigation status and the court/case number on the New lead / Edit lead form.
| Client | State | Area | Court / Case No. | Opposing counsel | Stage | Owner | Costs to date |
|---|
Every active Texas matter — pre-suit claims and litigation together. Set a matter's state on the New lead / Edit lead form to have it show up here.
| Client | Area | Status | Court / Case No. | Stage | Owner |
|---|
Breakdown by client nationality for cases we actually have (excludes records still sitting at "New lead"). Set nationality on the New lead / Edit lead form — it shows up here automatically once the matter moves past New lead.
Leads by nationality
| Client | Nationality | Area | Immigration case type | Stage | Owner |
|---|
Every document link and checklist item across every matter, in one place. Add or remove individual documents from inside a matter (Matter → Documents tab); checklist items track what's outstanding even when there's no file link yet.
Documents on file
0
Linked across all matters
Outstanding checklist items
0
Still marked not received
Matters with zero documents
0
No files linked yet
| Client / Matter | Area | Document | Added | Outstanding checklist |
|---|
Who's carrying what, right now. Pulled live from ownership, assignment, and the activity log — nothing here is entered by hand.
| Staff | Pipeline leads | Active matters | Open tasks | Overdue tasks | Outstanding owed (their matters) | Last activity |
|---|
Recent activity — everyone
Full backup
Everything is stored in this browser. Download a full backup regularly, and keep a copy somewhere safe (email it to yourself, save it to Drive). Restoring replaces all current data with the backup file.
Pipeline by stage
Leads by source
Revenue collected — last 6 months
Workload by owner
| Owner | Pipeline | Active | Open tasks |
|---|
A running log of adds, edits, and status changes across the tracker.
New lead
Balance owed (goes to Outstanding automatically): $0.00
Logged the same day it comes in. Triage within 24 hours.
Client name
Saves automatically when you click away. This is the one link for all of this client's files — individual documents can still be logged separately below.
Saves automatically when you click away. Leave blank once there's nothing pending — the case will move to "No outstanding work" on the Active Cases tab.
This is the only case-specific text that appears on the client status page and gets pulled into the "Active case" message templates — keep it client-appropriate, not internal strategy notes.
Each note is timestamped and tagged with whoever is signed in — use this instead of overwriting the Notes box above.
Total value$0
Checklist — what's outstanding
Documents on file
Message client
Copy this into your email client or phone — nothing is sent automatically.