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Active Matters

24 +2 this week

View all

Pending Tasks

12 3 urgent

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Billable Hours

86.5 +12% MTD

View details

Active Clients

18 2 new

View all

Recent Activity

Document uploaded to Johnson v. Smith

2h ago

Sarah uploaded "Settlement Agreement - Final.pdf"

Matter status updated

5h ago

Estate Planning for Williams Family changed from "In Progress" to "Review"

New client message

Yesterday

Michael Johnson sent a message regarding his upcoming deposition

Deadline approaching

Yesterday

Filing deadline for Davidson case is in 3 days

Upcoming

Client Meeting

Today, 2:00 PM

Johnson Family Trust Review

Court Appearance

Tomorrow, 9:30 AM

Smith v. Davidson - Initial Hearing

Document Review

Wed, 11:00 AM

Williams Estate Planning

Team Meeting

Thu, 3:30 PM

Weekly Case Review

Deposition

Fri, 10:00 AM

Johnson v. Smith - Witness #3

Recent Matters

Matter	Client	Status	Last Updated
Johnson v. Smith Personal Injury	Michael Johnson	Active	2 hours ago
Williams Estate Planning Estate Planning	Sarah Williams	Review	5 hours ago
Davidson Contract Dispute Business Litigation	Davidson Corp.	Urgent	Yesterday
Thompson Divorce Family Law	Robert Thompson	In Progress	2 days ago
Martinez Immigration Immigration	Elena Martinez	Pending	3 days ago

Billing Summary

Monthly Target

$45,000

Current: $33,750 75%

Billed

$28,500

Unbilled

$5,250

Collected

$22,800

Outstanding

$5,700

Matters

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Active filters: Status: Active Type: Litigation

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Showing 1-10 of 24 matters

Select All	Matter	Client	Type	Status	Due Date
Select matter	Johnson v. Smith #MAT-2023-0042	Michael Johnson	Personal Injury	Active	Oct 15, 2023
Select matter	Williams Estate Planning #MAT-2023-0041	Sarah Williams	Estate Planning	Review	Sep 30, 2023
Select matter	Davidson Contract Dispute #MAT-2023-0040	DC Davidson Corp.	Business Litigation	Urgent	Sep 20, 2023
Select matter	Thompson Divorce #MAT-2023-0039	Robert Thompson	Family Law	In Progress	Oct 10, 2023
Select matter	Martinez Immigration #MAT-2023-0038	Elena Martinez	Immigration	Pending	Nov 5, 2023
Select matter	Chen Trademark Registration #MAT-2023-0037	Wei Chen	Intellectual Property	Active	Dec 12, 2023
Select matter	Garcia Real Estate Closing #MAT-2023-0036	Carlos Garcia	Real Estate	Completed	Sep 5, 2023

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Showing 1 to 7 of 24 results

Matter Details

Matter Summary

Johnson v. Smith

#MAT-2023-0042

Status

Active

Type

Personal Injury

Client

Michael Johnson

michael@example.com

Opened Date

August 15, 2023

Due Date

October 15, 2023

Assigned To

Financial Summary

Total Billed

2,500.00

Collected

$8,750.00

Outstanding

$3,750.00

Billable Hours

42.5

Key Dates

Filing Deadline

September 30, 2023

Discovery Deadline

October 15, 2023

Deposition

October 5, 2023

Settlement Conference

November 10, 2023

Trial Date

December 15, 2023

Matter Description

Personal injury case involving a car accident on July 10, 2023. Client Michael Johnson sustained injuries when defendant John Smith allegedly ran a red light at the intersection of Main St. and Oak Ave.

Client seeking damages for medical expenses, lost wages, and pain and suffering. Initial settlement offer of $75,000 rejected as insufficient to cover projected long-term medical costs.

Recent Activity

Document uploaded

2h ago

Sarah uploaded "Medical Records - August 2023.pdf"

Client communication

Yesterday

Phone call with client regarding settlement options

Task completed

2 days ago

David completed "Draft demand letter to insurance company"

Note added

3 days ago

Jessica added a note about witness availability for deposition

Upcoming Tasks

Prepare deposition questions for witness

Corporate Client

contact@globalinnovations.com

(555) 901-2345

4 Active Matters

Active View Profile

Amanda Brown

Individual Client

amanda@example.com

(555) 012-3456

No Active Matters

Prospective View Profile

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Showing 1 to 12 of 32 results

Client Profile

Client Information

Michael Johnson

Individual Client

Active

michael@example.com

Phone

(555) 123-4567

Address

123 Main Street, Apt 4B
New York, NY 10001

Client Since

August 15, 2022

Additional Information

Date of Birth

May 12, 1985

Occupation

Software Engineer

Employer

Tech Innovations Inc.

Referred By

Sarah Williams (Existing Client)

Notes

Prefers email communication. Available for calls after 5pm on weekdays.

Billing Summary

Total Billed

$8,750.00

Outstanding

,250.00

Last Payment

$2,500.00 (Sep 15, 2023)

Client Matters

Johnson v. Smith

Personal Injury

Active

Matter ID

#MAT-2023-0042

Opened Date

Aug 15, 2023

Assigned To

Next Event: Deposition (Oct 5, 2023)

View Details

Johnson Estate Planning

Estate Planning

In Progress

Matter ID

#MAT-2023-0036

Opened Date

Jul 10, 2023

Assigned To

Next Event: Document Review (Oct 12, 2023)

View Details

Recent Activity

Document Uploaded

Today at 2:30 PM

Medical Records - August 2023.pdf was uploaded to Johnson v. Smith matter
Client Communication

Yesterday at 10:15 AM

Phone call with client regarding settlement options for Johnson v. Smith case
Matter Status Updated

Sep 28, 2023

Johnson Estate Planning status changed from "Draft" to "In Progress"
Note Added

Sep 25, 2023

Jessica added a note about client's estate planning preferences
Meeting Scheduled

Sep 20, 2023

Client meeting scheduled for Oct 5, 2023 at 2:00 PM to discuss Johnson v. Smith case

Document Management

Active filters: Type: PDF Matter: Johnson v. Smith

All Documents Cases Johnson v. Smith

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Folders

Pleadings

12 files

Updated 2 days ago

Discovery

8 files

Updated 5 days ago

Medical Records

15 files

Updated 1 week ago

Correspondence

6 files

Updated 2 weeks ago

Recent Files

Medical Records - August 2023.pdf

2.4 MB PDF

Uploaded today

Settlement Agreement - Draft.docx

1.2 MB DOCX

Uploaded yesterday

Expense Report - Q3 2023.xlsx

856 KB XLSX

Uploaded 3 days ago

Deposition Transcript - Smith.pdf

3.8 MB PDF

Uploaded 1 week ago

Calendar

October 2023

Show: Court Appearances Client Meetings Deadlines Internal Meetings Other

Sun

Mon

Tue

Wed

Thu

Fri

Sat

Client Meeting: Johnson

Team Meeting

Court: Smith Deposition

Filing Deadline: Davidson

Client Meeting: Williams

Team Meeting

CLE Webinar

Court: Thompson Hearing

Client Meeting: Garcia

Discovery Deadline: Johnson

Team Meeting

Court: Martinez Hearing

Office Halloween Party

Time Tracking & Billing

Time Tracker

00:00:00

Started at: --:--:--

Matter

Activity

Description

Billable

Hourly Rate:

/hr

Recent Time Entries

Date	Matter	Activity	Description	Duration	Amount	Status
Oct 16, 2023	Johnson v. Smith	Legal Research	Research on precedent cases for personal injury claims	2:30	$625.00	Billed
Oct 15, 2023	Williams Estate Planning	Document Drafting	Drafting will and trust documents	3:15	$812.50	Unbilled
Oct 15, 2023	Davidson Contract Dispute	Client Communication	Phone call with client regarding settlement options	0:45	87.50	Unbilled
Oct 14, 2023	Thompson Divorce	Court Appearance	Initial hearing for divorce proceedings	2:00	$500.00	Billed
Oct 13, 2023	Martinez Immigration	Document Drafting	Preparing visa application documents	1:30	$375.00	Billed

Previous Next

Showing 1 to 5 of 24 results

Billing Summary

Monthly Target

$45,000

Current: $33,750 75%

Billed This Month

$28,500

Unbilled

$5,250

Collected

$22,800

Read-Only

Michael Johnson

Johnson v. Smith - Personal Injury

Case Summary

Case Type

Personal Injury - Car Accident

Status

Active

Opened Date

August 15, 2023

Assigned Attorney

Sarah Williams

Paralegal

David Chen

Important Dates

Filing Deadline

September 30, 2023

Discovery Deadline

October 15, 2023

Deposition

October 5, 2023

Settlement Conference

November 10, 2023

Trial Date

December 15, 2023

Billing Summary

Total Billed

$8,750.00

Paid to Date

$7,500.00

Balance Due

,250.00

Next Payment Due

October 15, 2023

Case Documentation Completed

October 1, 2023

All initial case documentation has been completed and filed with the court.
Client Consultation

September 25, 2023

Detailed discussion of case strategy and next steps. Medical records reviewed.
Medical Records Received

September 15, 2023

Complete medical records received from Memorial Hospital and Dr. Johnson's office.
Insurance Claim Filed

September 5, 2023

Initial claim filed with defendant's insurance company. Awaiting response.
Case Opened

August 15, 2023

Initial consultation completed. Retainer agreement signed and case officially opened.

Shared Documents

Medical Records Summary.pdf

2.4 MB

Uploaded on Oct 1, 2023

Case Strategy Overview.docx

1.2 MB

Uploaded on Sep 25, 2023

Settlement Calculation.xlsx

856 KB

Uploaded on Sep 15, 2023

Retainer Agreement.pdf

1.8 MB

Uploaded on Aug 15, 2023

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