Today's Operations
Saturday, June 13
16
Matters
$1,900
Revenue Today
+18% vs avg
2
Invoicing Open
74%
Module Activity
Recent Activity
5Invoice paid from trust
Cascade Partners · $4,200 · 1 hr ago
Document executed
Patel Trust · trust deed · 3 hr ago
New customer added
Active session · 8 min ago
Invoice paid
INV-2041 · $1,840 · 22 min ago
Modules Installed
4Customer CRM
Universal · $39
Invoicing & Estimates
Universal · $49
Communication Hub
Universal · $29
Document Vault
Industry · $29
Top Matters
3Cascade Partners v. Northstar
Active · 18 hr logged · litigation
Patel Family Trust
Active · 6 hr logged · estate
Brookfield Acquisition
Closed · 47 hr logged · M&A
Quick Actions
2 documents awaiting e-sign
Trust deed + retainer agreement
Import matters from CSV
Onboarding tool
2 invoices overdue
Send reminder