Dashboard
Control intake, contacts, service steps, notifications, and archives.
Service Workflow
Advancing a matter triggers the notification workflow.
Recent Active Matters
| Matter | Attorney / POC | Court | Client / Party | Deadline | Status |
|---|
Urgent Deadlines
New Matter
Select attorney, firm POC, and court contacts from dropdowns.
Active Matters
Closed matters move into Archive Matters.
| Matter | Attorney / POC | Court | Client / Party | Deadline | Status |
|---|
Add Attorney / Firm Contact
Attorney Contacts
Seeded with the prior 100-contact list.
| Attorney / POC | Firm |
|---|
Add Court Contact
Court Contacts
Add clerk, assignment office, bailiff, or pickup contacts as needed.
| Court | County | Contact |
|---|
Archive Matters
Closed matter queue.
| Matter | Attorney / POC | Court | Closed | Status |
|---|
Status Notification Log
Tracks email push attempts sent to the firm POC.
| Created | Recipient | Status | Subject | Sent | Error |
|---|