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Overview

Governed snapshot across all firms and matters. Work is authorized only after engagement, SOW, payment condition and secure upload are recorded.
▲ 2
Active Matters
Across all firms
— 0
Awaiting Authorization
Blocked before work
▲ 18%
Collected (MTD)
This month
▲ 1
Open Escalations
Blocking release

Queue by Owner

Payments & Collections

Record Integrity

Pipeline by Stage

QA & Release Blockers

Recent Activity

Case Information
Record Integrity
Deliverables
Authorization & Ownership
Assigned Reviewer
Stage Owner
Escalation
None
Invoice

All Cases

Every matter in the system, across all client firms, with authorization, integrity, payment and release state.
Case IDRequested DeliverableFlowFirmPathwayStageIntegrityPaymentInvoice TotalBalance

Payments

Invoices and collection status across all firms. Attorney Case Brief™ is a flat $4,500; the 3.5% card fee is a separate line. Payment is required before work is authorized.
InvoiceMatterFirmDeliverableTotalCollectedBalanceStatus

Escalations & Bottlenecks

Governed escalations by category and severity, and matters stalled beyond their expected stage time. Closing an escalation requires a documented rationale.

Active Escalations

Workflow Bottlenecks (Stage Age vs SLA)

Notifications

System-wide alerts across all firms and matters, each with owner, severity and a direct action.

Missing Records & Charges

Record gaps flagged by a Clinical Reviewer during follow-on work, routed here through the Clinical Analyst. Follow-on analysis is priced by record volume, so additional records must be charged before work continues. You set the charge by page volume and send it to the attorney; the case resumes only after payment and upload. This never applies to a case brief — a brief only flags what is missing, at no charge.

Follow-On Record Gaps

Users & Access

Governed access register. Access is granted through a workflow with pre-access conditions, not a single switch. Every change is recorded in the audit log.

Manage Admins Super Admin only

Super Admin creates admins and sets each admin's authority level. Admins operate the dashboard; only a Super Admin can add or suspend admins, set pricing exceptions, or override a final release.
NameRolePortal EntitlementPermission ProfilePre-Access ConditionsAccess StatusAction

Access Audit Log