Notifications
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Active Estates
0
+2 this week
Court Deadlines
0
Next: In 3 days
Awaiting Documents
0
8 pending review
Drafts Ready
0
Ready to file
Intake Performance
Last 30 Days
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Today's Schedule
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Tasks Due Today
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Case Progress & Health
Recent Document Intake
Court Milestone Calendar
Smart Drafting Queue
Intake Pipeline
Track and qualify leads before converting them to estates.
Select an intake lead to view details and qualification steps.
Estate Planning
AI-drafted wills, trusts, and planning packages — reviewed and approved by you.
0
Total Plans
0
In Drafting
0
In Review
0
Signed
| Client Name | Plan Type | Status | Attorney | Last Updated |
|---|
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Estate Planning
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Plan
Estate Plan
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Intake
1
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Heirlo is preparing the next step.
Prepared by Heirlo, waiting on attorney approval
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Attorney reviews
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Document preview
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Plan Pulse
Step
Intake
Plan type
—
Heirlo status
Draft ready for approval
Blocked by
Attorney approval
Estate planning workflow
Estates
›
Estate
Estate
Client: — · — · —
Step 1
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of 7 steps
Goal-based workflow
1
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Heirlo is preparing the next step for this estate.
Prepared by Heirlo, waiting on attorney approval
Heirlo already prepared
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Attorney reviews
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Draft preview
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Case Pulse
Phase
Pre-Filing
Case type
Florida Summary Admin
Heirlo status
Draft ready for approval
Blocked by
Attorney approval
Case Documents & Deadlines
Checklist 0
Deadlines 0
Parties 0
Document checklist
—Key dates & deadlines
—Related parties
—Matter Details
Decedent · DOD—
PR / Executor—
Case type—
Court / Judge—
Opened date—
Financials
Estate value—
Fee arrangement—
Unbilled WIP—
AR outstanding—
Trust balance—
Key People
Personal representative—
Beneficiaries—
Opposing counsel—
Upcoming Deadlines
—No deadlines
Recent Activity
No recent activity.
October 2025
Calendar & Tasks
TASKS
OVERDUE
TODAY
THIS WEEK
Estates
Client-focused estate list with workflow status and AI guidance.
| ESTATE NAME ↕ | CLIENT NAME ↕ | CURRENT STEP ↕ | NEXT ACTION | UPDATED ↕ |
|---|---|---|---|---|
| Loading estates... | ||||
Sorting rule: click Estate Name, Client Name, or Current Step to rearrange the list by that heading
Clients & Contacts
0
0
0
Select a contact to view details
Activities
Firm-wide activity feed with filters and context.
to
Activity today
24
+5 vs yesterday
Notes logged
12
Last 24 hours
Calls completed
7
Average 14 min
Docs uploaded
5
Today
Billing
Track drafts, approvals, and collections in one workspace.
Draft invoices
8
$18,400 pending
Unpaid invoices
6
$32,800 outstanding
Overdue
2
$4,600 past due
Collected
$92K
This month
Invoice
Matter
Client
Status
Amount
Due
Action
Online payments
Track incoming payments, links, and refunds.
Payments today
$6,240
18 transactions
Success rate
97%
Last 7 days
Refunds
$420
2 refunds
Active links
9
Auto‑expire in 14 days
Payment
Client
Invoice
Status
Method
Amount
Date
Accounts
Manage firm bank accounts and sync connections.
Linked accounts
4
2 trust, 2 operating
Last sync
2m ago
All systems healthy
Pending issues
1
Requires re-auth
Available balance
$182K
Across all accounts
Documents
Manage firm files, templates, and uploads.
All files
Updated just now
0 selected
Tags
Owner
Date range
Size (MB)
Drag & drop files here
or click to upload
Document requests
Track required docs for intake and matters.
Templates
Create docs from standard firm templates.
Activity log
Recent uploads, edits, and downloads.
Marketing
Channel Performance
Review sources and manage Google Local Services Ads.
Showing Google Search
LSA Accounts
Add multiple LSA accounts and pick which one to connect.
Account
Status
Default
Actions
Connect each account once. You can switch the default anytime.
Leads
--
Spend
--
Cost per lead
--
Consults
--
Conversion rate
--
Projected revenue
--
Channel Notes
Google Local Services Ads
Stream call recordings and review LSA performance.
Not connected. Showing sample data.
Calls received
--
Qualified leads
--
Missed calls
--
Booking rate
--
Lead calls
Stream recordings from Google
| Lead | Phone | Status | Received | Actions |
|---|
Call playback
Select a call to listen.
Call recordings stream from Google once connected.
Intelligence Engine
Uncover deep insights on prospects, companies, and market opportunities.
Trending:
Querying intelligence databases...
?
Company Name
domain.com
Technology
San Francisco, CA
Company description goes here...
1,000 - 5,000 employees
2005
$500M+
85%
Based on recent funding and hiring patterns.
React
Node.js
AWS
Enrichment Actions
Source Confidence
92% Reliable (Verified via Apollo)
Verified Leads
0
Across all sources
High Intent (Hot)
0
Propensity > 70%
Avg. Confidence
0%
Data reliability score
Active Runs
0
Processing...
Reports
Generate, schedule, and share insights across matters, billing, and performance.
Case & Matter Insights
Track workload, timelines, and outcomes.Matter Health
Active Matter Overview
Stage distribution, deadlines at risk, and top blockers.
12 metrics
Updated daily
Cycle Time
Case Duration & Aging
Median time to close by matter type and attorney.
8 metrics
Updated weekly
Outcomes
Disposition & Result Rate
Closed matters by outcome, fee type, and referral source.
10 metrics
Updated monthly
Financial & Billing
Revenue, collections, and profitability.Collections
Accounts Receivable Aging
Current, 30/60/90+ days outstanding and top payers.
11 metrics
Updated daily
Profitability
Realization & Margin
Fee vs. cost by matter, phase, and timekeeper.
14 metrics
Updated weekly
Trust
Trust Account Activity
Deposits, disbursements, and compliance checks.
7 metrics
Updated daily
Time & Productivity
Timekeeper utilization and capacity.Utilization
Billable Hours & Targets
Actual vs. target by attorney, week, and matter.
9 metrics
Updated daily
Capacity
Workload & Allocation
Open tasks, staffing ratios, and time to assign.
6 metrics
Updated daily
Write-offs
Time & Fee Adjustments
Write-downs, write-offs, and reason analysis.
5 metrics
Updated monthly
Client & Intake
Pipeline performance and client satisfaction.Pipeline
Lead to Matter Conversion
Conversion rate by source, campaign, and intake team.
8 metrics
Updated weekly
Service
Client Experience Score
Survey results, response times, and review trends.
6 metrics
Updated monthly
Referrals
Referral Partner Activity
Top partners, conversion rates, and fee splits.
7 metrics
Updated monthly
Report Builder
Mix fields, filters, and visualizations to craft a custom report.
Data Sources
Matters
Time Entries
Invoices
Payments
Tasks
Contacts
Filters
Practice area
Timekeeper
Billing status
Layout
Revenue by Matter Type
Top Timekeepers
Billing Status Table
Visuals
Chart type
Group by
Sort
Delivery
Schedule
Recipients
User & Permissions
Manage access, roles, and security policies across the firm.
Create user
Provision access
Permissions
Override per user
User directory
0 users
Name
Role
Status
Last active
Actions
Role presets
Default access map
Super admin
Full access · Billing · Banking · Reports · Users
Admin
Operations · Intake · Matters · Reports (non-financial)
Intake
Leads · Pipeline · Calendar · Tasks · Contacts
Attorney / Paralegal
Matters · Documents · Tasks · Activities · Reports
Access Policies
Security & workflow
Two-factor authentication
Required for admin and above.
Approval for trust transfers
Super admin approval required.
Report sharing
Limit to leadership groups.
Workflow List
Manage inbound automation triggers and webhook workflows.
Name
Status
Total Enrolled
Active Enrolled
Last Updated
Created On
Actions
Workflow
Draft
Publish
Saved
Workflow Settings
Configure how this workflow runs, including its default options and behavior.
Contact
Allow re-entry
Allows a Contact to re-enter once it has left this workflow.
Allow multiple Opportunities
Runs separate executions per Opportunity.
Stop on response
Ends workflow for a Contact if they respond to a message.
Communication
Specific Time Window
Restrict actions from being sent outside your window.
Mark as read
Mark workflow conversations as read.
No enrollment history yet.
No execution logs yet.
Settings
Configure access keys and environment preferences.
Identity & Security
Manage your avatar and local security keys.
Avatar Photo
Session Control
Disconnect credentials.
Local Preferences
Configure local environment feature flags.
Quick Intake API Override
Injects x-api-key for client intakes.
Local Role Switcher
Enables sandbox role toggle selectors.
User Management
Manage team members, roles, and platform permissions.
| Name | Role | Status | Actions |
|---|
Subscribers & Accounts
Platform administration portal. Monitor active accounts, databases, and LLM consumption.
Total Subscribers
0
Firms onboarded
Active Trials / Accounts
0
Status: Active
Suspended / Past Due
0
Access blocked
Total AI Tokens Used
0
Aggregated API metrics
Firms Directory
| Firm Name | Stripe Sub ID | Plan Tier | Status | Users | Matters | AI Calls | AI Tokens | Actions |
|---|---|---|---|---|---|---|---|---|
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