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 ID | Requested Deliverable | Firm | Pathway | Stage | Integrity | Payment | Invoice Total | Balance |
|---|
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.
| Invoice | Matter | Firm | Deliverable | Total | Collected | Balance | Status |
|---|
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.
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.
| Name | Role | Portal Entitlement | Permission Profile | Pre-Access Conditions | Access Status | Action |
|---|