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Good morning, Brianna.
Here's what's happening with your cases today.
Brianna Monay
Administrator
Active Matters
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across all pipelines
Leads
β
Awaiting payment
Client Action
β
Awaiting client
Needs Your Action
β
Waiting on you
Overdue Tasks
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Urgent
Unpaid Invoices
β
outstanding
Deadlines Overview
View calendar βDocuments Needing Review
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Matters by Stage
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Total
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Financial Snapshot
View billing βPipeline Value
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Unsigned Agreements
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Prospects (Leads)
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Intakes Overview
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Recent Matters
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Quick Create
System Alerts
β matters have been
inactive for over 30 days
β clients have unsigned
agreements pending
β documents need
review this week
β new intakes
awaiting review