Dashboard
Welcome back, John. Here's an overview of your practice.
Active Matters
24
+2 from last month
Billable Hours (MTD)
142.5
-4.3% from last month
Outstanding Invoices
$32,450
+12.5% from last month
New Clients (MTD)
7
+3 from last month
Recent Activity
New document uploaded to Smith v. Johnson
Today at 10:32 AM
Payment received from Acme Corp
Yesterday at 4:15 PM
Court hearing scheduled for Davidson Trust
Yesterday at 2:30 PM
New client Sarah Williams added
2 days ago
Upcoming Deadlines
File Motion for Summary Judgment
Smith v. Johnson • Due Tomorrow
Client Meeting with Acme Corp
Contract Review • 3 days
Prepare Witness Statements
Davidson Trust • 5 days
Billable Hours
Recent Matters
Smith v. Johnson
ActivePersonal Injury • Last updated 2 hours ago
Acme Corp Contract
In ReviewCorporate • Last updated yesterday
Davidson Trust
ActiveEstate Planning • Last updated 3 days ago
Williams Divorce
NewFamily Law • Last updated 5 days ago
Matters
Manage and track all your legal cases and matters
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Matter
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Client
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Type
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Status
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Last Updated
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Actions |
|---|---|---|---|---|---|---|
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Smith v. Johnson
#MAT-2023-0042
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John Smith
Individual
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Personal Injury
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Active | Today at 10:32 AM | |
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Acme Corp Contract Review
#MAT-2023-0041
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Acme Corporation
Business
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Corporate
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In Review | Yesterday at 4:15 PM | |
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Davidson Trust
#MAT-2023-0040
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Robert Davidson
Individual
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Estate Planning
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Active | 2 days ago | |
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Williams Divorce
#MAT-2023-0039
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Sarah Williams
Individual
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Family Law
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New | 3 days ago | |
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Garcia Property Purchase
#MAT-2023-0038
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Miguel Garcia
Individual
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Real Estate
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Active | 5 days ago | |
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TechStart IP Dispute
#MAT-2023-0037
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TechStart Inc.
Business
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Intellectual Property
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On Hold | 1 week ago | |
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Thompson Insurance Claim
#MAT-2023-0036
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James Thompson
Individual
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Insurance
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In Progress | 1 week ago | |
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Lee v. Metro Transit
#MAT-2023-0035
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Jennifer Lee
Individual
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Personal Injury
|
Closed | 2 weeks ago |
Showing 1 to 8 of 24 results
Smith v. Johnson
ActivePersonal Injury Case • #MAT-2023-0042
Client Information
John Smith
Individual Client
Matter Details
Matter Type
Personal Injury
Opened Date
Jan 15, 2023
Responsible Attorney
Michael Wilson
Opposing Party
Johnson Construction Co.
Court
Superior Court of California, County of Los Angeles
Case Number
CV-2023-87654
Key Dates
Motion for Summary Judgment
Due Tomorrow
Deposition - John Smith
Mar 15, 2023
Discovery Deadline
Apr 30, 2023
Trial Date
Jun 15, 2023
Financial Summary
Billing Method
Hourly - $350/hour
Total Billed
2,450.00
Outstanding Balance
$4,200.00
Trust Account Balance
$5,000.00
Case Summary
Personal injury case involving a construction site accident on January 5, 2023. Client (John Smith) suffered injuries when scaffolding collapsed at a Johnson Construction Co. worksite. Seeking damages for medical expenses, lost wages, and pain and suffering.
Recent Activity
-
Document Uploaded
Medical Records - City Hospital.pdf
Uploaded by Michael Wilson
Today at 10:32 AM -
Event Scheduled
Deposition - John Smith
Scheduled for March 15, 2023 at 10:00 AM
Yesterday at 4:15 PM -
Task Completed
Draft Initial Complaint
Completed by Sarah Johnson
2 days ago -
Note Added
Client Meeting Notes
Initial client interview completed. Client provided details of the accident and medical treatment received so far.
3 days ago
Team Members
-
Michael Wilson
Lead Attorney
-
Sarah Johnson
Associate Attorney
-
David Chen
Paralegal
Clients
Manage and organize your client relationships
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Client
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Type
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Contact Info
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Active Matters
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Last Activity
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Actions |
|---|---|---|---|---|---|---|
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John Smith
Client since Jan 2023
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Individual
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john.smith@example.com
(555) 123-4567
|
1
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Today at 10:32 AM | |
|
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Acme Corporation
Client since Nov 2022
|
Business
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contact@acmecorp.com
(555) 987-6543
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3
|
Yesterday at 4:15 PM | |
|
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Robert Davidson
Client since Dec 2022
|
Individual
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robert.davidson@example.com
(555) 234-5678
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1
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2 days ago | |
|
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Sarah Williams
Client since Jan 2023
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Individual
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sarah.williams@example.com
(555) 345-6789
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1
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3 days ago | |
|
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Miguel Garcia
Client since Dec 2022
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Individual
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miguel.garcia@example.com
(555) 456-7890
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1
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5 days ago | |
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TechStart Inc.
Client since Oct 2022
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Business
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legal@techstart.com
(555) 567-8901
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2
|
1 week ago | |
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James Thompson
Client since Nov 2022
|
Individual
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james.thompson@example.com
(555) 678-9012
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1
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1 week ago | |
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Jennifer Lee
Client since Sep 2022
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Individual
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jennifer.lee@example.com
(555) 789-0123
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0
|
2 weeks ago | |
|
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David Chen
Client since Oct 2022
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Individual
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david.chen@example.com
(555) 890-1234
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2
|
2 weeks ago | |
|
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Priya Patel
Client since Dec 2022
|
Individual
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priya.patel@example.com
(555) 901-2345
|
1
|
3 weeks ago |
Showing 1 to 10 of 32 clients
John Smith
Individual Client • Client since Jan 2023
John Smith
Individual Client
john.smith@example.com
Phone
(555) 123-4567
Address
123 Main Street
Anytown, CA 12345
Date of Birth
May 15, 1985
Additional Information
Occupation
Software Engineer
Employer
TechStart Inc.
Referred By
Robert Davidson
Notes
Prefers email communication. Available for calls after 5 PM on weekdays.
Billing Summary
Outstanding Balance
$4,200.00
Total Billed (YTD)
2,450.00
Last Payment
$2,500.00 (Mar 15, 2023)
Matters
Smith v. Johnson
Personal Injury • #MAT-2023-0042
Estate Planning
Will & Trust • #MAT-2023-0045
Recent Activity
-
Document Uploaded
Medical Records - City Hospital.pdf
Uploaded to Smith v. Johnson
Today at 10:32 AM -
Event Scheduled
Deposition - Smith v. Johnson
Scheduled for March 15, 2023 at 10:00 AM
Yesterday at 4:15 PM -
Payment Received
Invoice #INV-2023-0015
$2,500.00 payment received
Mar 15, 2023 -
New Matter Created
Estate Planning
Will & Trust preparation
Feb 10, 2023 -
Client Added
New client onboarding
Client information and intake forms completed
Jan 15, 2023
Recent Documents
Medical Records - City Hospital.pdf
Smith v. Johnson • 2.4 MB • Uploaded today
Accident Report.pdf
Smith v. Johnson • 1.8 MB • Uploaded 3 days ago
Invoice #INV-2023-0015.pdf
Billing • 256 KB • Generated Mar 15, 2023
Client Intake Form.pdf
Administrative • 512 KB • Uploaded Jan 15, 2023
Documents
Manage and organize all your legal documents
Drop files here to upload
or click to browse from your computer
Folders
Pleadings
8 files
Discovery
12 files
Evidence
15 files
Correspondence
6 files
Files
Medical Records - City Hospital.pdf
Accident Report.pdf
Witness Statement - Jane Doe.docx
Damages Calculation.xlsx
Expert Witness Report.pdf
Police Incident Report.pdf
Accident Scene Photo 1.jpg
Accident Scene Photo 2.jpg
Calendar
Upcoming Events
Motion Hearing
9:00 AM – 10:00 AM
Client Call
2:00 PM – 2:30 PM
Filing Deadline
5:00 PM
Workspace Inspiration
Billing
Draft Invoices
$24,360
6 invoices
Paid This Month
8,900
14 invoices
Pending
$7,450
3 invoices
Recent Invoices
Settings
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