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Welcome back, John Doe. Here's your legal practice overview.

Active Cases

42

12% from last month

Pending Tasks

17

4% from last week

Revenue

28,250

8% from last quarter

Total Clients

87

5% from last month

Recent Cases

JP

Jefferson Partners LLC v. Astro Corp

Corporate

Contract dispute regarding software licensing agreement

Assigned to: Sarah Johnson Due: Oct 21, 2023
RW

Rodriguez v. Western Medical Center

Personal Injury

Medical malpractice claim for surgical error

Assigned to: Mark Thompson Due: Nov 3, 2023
ES

Estate of Samuel Jones

Estate Planning

Trust administration and asset distribution

Assigned to: Emily Parker Due: Oct 12, 2023

Activity Timeline

  • New case created Rodriguez v. Western Medical Center

  • Document Contract Amendment approved by client

  • Court date reminder: Jefferson Partners LLC v. Astro Corp

  • Document deadline approaching: Estate tax filing

Upcoming Deadlines

  • Motion Filing

    Rodriguez v. Western Medical Center

    Today
  • Client Meeting

    Jefferson Partners LLC

    Tomorrow
  • Contract Review

    Nexus Technologies Agreement

    Oct 12
  • Deposition Prep

    Smith v. Metro Hospital

    Oct 15

Team Performance

Sarah Johnson

Sarah Johnson

Corporate Law

85%
28 hours tracked 5 active cases
Mark Thompson

Mark Thompson

Personal Injury

92%
32 hours tracked 4 active cases
Emily Parker

Emily Parker

Estate Planning

78%
26 hours tracked 6 active cases
Jason Lee

Jason Lee

Intellectual Property

65%
22 hours tracked 3 active cases

Ticket Management

ID Client Subject Status Priority Assigned To Created Actions
#TK-1001 Acme Corp Contract Review Request Open High
John Doe John Doe
Oct 24, 2023
#TK-1002 Globex Industries IP Infringement Case In Progress Medium
Jane Smith Jane Smith
Oct 22, 2023
#TK-1003 Wayne Enterprises Merger Documentation Resolved Low
Robert Johnson Robert Johnson
Oct 19, 2023
#TK-1004 Stark Industries Patent Application Closed High
Amanda Lee Amanda Lee
Oct 15, 2023
#TK-1005 LexCorp Regulatory Compliance In Progress Medium
Michael Chen Michael Chen
Oct 12, 2023
Showing 1 to 5 of 42 results

Client Management

Efficiently manage your legal clients and their cases in one centralized system.

Client Contact Open Cases Status Last Activity Actions
John Doe profile
Johnson & Associates
Corporate Client
John Johnson
john.johnson@example.com
3
Active Today, 10:23 AM View Edit
Mary Campbell profile
Nexus Technologies
Tech Company
Mary Campbell
mary.campbell@example.com
5
Active Yesterday, 3:45 PM View Edit
Robert Davis profile
Global Logistics Inc.
Shipping Company
Robert Davis
robert.davis@example.com
2
Pending Oct 15, 2023 View Edit
Sarah Wilson profile
Meridian Healthcare
Medical Facility
Sarah Wilson
sarah.wilson@example.com
4
Active Oct 12, 2023 View Edit
Thomas Brown profile
Pinnacle Properties
Real Estate
Thomas Brown
thomas.brown@example.com
1
Inactive Oct 5, 2023 View Edit
Total Clients
24
Active Clients
18
Pending Cases
7
New This Month
3

Recent Client Activity

  • New document uploaded for Johnson & Associates Today, 10:23 AM

    Contract agreement document added to case #LC-2023-045

  • Meeting scheduled with Nexus Technologies Yesterday, 3:45 PM

    Virtual meeting set for Oct 18, 2023 at 2:00 PM

  • Deadline reminder for Global Logistics Inc. Oct 15, 2023

    Filing deadline for trademark application approaching (Oct 20)

  • Payment received from Meridian Healthcare Oct 12, 2023

    Invoice #INV-2023-092 payment processed ($3,450.00)

  • Case status updated for Pinnacle Properties Oct 5, 2023

    Case #LC-2023-032 status changed from "In Progress" to "On Hold"

Query Management

Track, respond to, and manage all client and internal queries efficiently.

Total Queries
156
Urgent Queries
12
Pending
38
Resolved Today
14
ID Subject Type Client Assigned To Status Priority Created Actions
Q-2023-156 Contract review timeline clarification Client Johnson & Associates
Sarah Wilson profile Sarah Wilson
In Progress High Today, 9:42 AM View Reply
Q-2023-155 Legal research on trademark infringement Internal Nexus Technologies
Michael Brown profile Michael Brown
In Progress Medium Today, 8:15 AM View Reply
Q-2023-154 Document filing deadline extension Client Global Logistics Inc.
Jennifer Davis profile Jennifer Davis
Resolved High Yesterday, 4:30 PM View Reply
Q-2023-153 Case management software license renewal Technical Internal
Robert Adams profile Robert Adams
Open Low Yesterday, 2:15 PM View Reply
Q-2023-152 Medical compliance documentation request Client Meridian Healthcare
Lisa Martinez profile Lisa Martinez
Pending Medium Oct 17, 2023 View Reply
Q-2023-151 Real estate acquisition legal consultation Client Pinnacle Properties
David Thompson profile David Thompson
Resolved Medium Oct 16, 2023 View Reply

Response Performance

Average Response Time
4.2 hours
12% improvement
First Response Time
1.8 hours
8% improvement
Resolution Time
2.4 days
3% slower
Client Satisfaction
92%
5% improvement

Query Distribution

Client Queries
65%
Internal Queries
20%
Technical Queries
10%
Other
5%

Priority Distribution

High: 28% Medium: 45% Low: 27%

Quick Response Templates

Employee HRMS

Manage your legal team with comprehensive HR tools designed for law firms.

Total Employees
42
Active
38
Billable Hours
4,250
PTO Hours
640
Employee Role Department Contact Status Billable Hours Actions
James Davis profile
James Davis
Joined Jan 2018
Senior Partner
Corporate Law
Legal
james.davis@example.com
+1 (555) 123-4567
Active 142 / 160 hours View Edit
Sarah Wilson profile
Sarah Wilson
Joined Mar 2020
Associate
Intellectual Property
Legal
sarah.wilson@example.com
+1 (555) 234-5678
Active 135 / 160 hours View Edit
Michael Brown profile
Michael Brown
Joined Nov 2019
Paralegal
Litigation
Legal
michael.brown@example.com
+1 (555) 345-6789
Active 152 / 160 hours View Edit
Emily Johnson profile
Emily Johnson
Joined Apr 2021
HR Manager
Human Resources
Admin
emily.johnson@example.com
+1 (555) 456-7890
Active 128 / 160 hours View Edit
David Thompson profile
David Thompson
Joined Sep 2017
Partner
Tax Law
Legal
david.thompson@example.com
+1 (555) 567-8901
On Leave 0 / 160 hours View Edit
Jessica Martinez profile
Jessica Martinez
Joined Jul 2018
Legal Secretary
Administrative
Admin
jessica.martinez@example.com
+1 (555) 678-9012
Active 138 / 160 hours View Edit

Billing Performance

James Davis
142 hrs (89%)
Sarah Wilson
135 hrs (84%)
Michael Brown
152 hrs (95%)
Emily Johnson
128 hrs (80%)
Jessica Martinez
138 hrs (86%)

Monthly Billing Target

Current: 4,250 hrs
Target: 5,000 hrs

Leave & Availability

Employees on Leave
4
1 Partner, 2 Associates, 1 Admin
Upcoming PTO
7
Next 30 days

Current Leave Status

  • David Thompson profile

    David Thompson

    Personal Leave

    Returns Oct 24
  • Amanda Rodriguez profile

    Amanda Rodriguez

    Vacation

    Returns Oct 22
  • Robert Nelson profile

    Robert Nelson

    Sick Leave

    Returns Oct 20
  • Karen Lee profile

    Karen Lee

    Maternity Leave

    Returns Jan 10

Recent HR Activities

  • New employee onboarding started Today, 9:45 AM

    Daniel Clark - Junior Associate (Starting Nov 1)

  • Performance review completed Yesterday, 4:30 PM

    Sarah Wilson - Associate (IP Department)

  • Leave request approved Oct 17, 2023

    Michael Brown - Paralegal (Nov 5-12, 2023)

  • Contract expiration notice Oct 16, 2023

    Jessica Martinez - Legal Secretary (Renewal due Dec 15)

  • Office location change Oct 15, 2023

    James Davis moved to Suite 450 (Executive Floor)

Quick Actions

Time Tracking

Monitor billable hours, track case progress, and optimize your team's productivity.

Total Hours This Month
4,250
Billable Amount
$528,750
Utilization Rate
86%
Active Timers
12

Start New Timer

00:00:00

Active Timers

Employee Client/Matter Activity Started Duration Actions
James Davis profile
James Davis
Johnson & Associates
Contract Negotiation #LC-2023-045
Document Preparation Today, 9:45 AM
01:15:32
Sarah Wilson profile
Sarah Wilson
Nexus Technologies
Trademark Infringement #LC-2023-032
Legal Research Today, 10:15 AM
00:45:18
Michael Brown profile
Michael Brown
Global Logistics Inc.
Regulatory Compliance #LC-2023-028
Document Preparation Today, 8:30 AM
02:30:45

Recent Time Entries

Date Employee Client/Matter Activity Duration Billable Amount Actions
Oct 19, 2023
James Davis profile
James Davis
Johnson & Associates
Contract Negotiation #LC-2023-045
Client Consultation 2.5 hrs Yes $875.00
Oct 19, 2023
Sarah Wilson profile
Sarah Wilson
Nexus Technologies
Trademark Infringement #LC-2023-032
Legal Research 3.75 hrs Yes $937.50
Oct 18, 2023
Michael Brown profile
Michael Brown
Global Logistics Inc.
Regulatory Compliance #LC-2023-028
Document Preparation 4.25 hrs Yes $850.00
Oct 18, 2023
Emily Johnson profile
Emily Johnson
Internal
HR Management
Administrative 2.0 hrs No $0.00
Oct 17, 2023
Jessica Martinez profile
Jessica Martinez
Meridian Healthcare
Compliance Documentation #LC-2023-041
Document Preparation 5.5 hrs Yes ,100.00

Time by Client

Johnson & Associates
845 hrs (20%)
Nexus Technologies
1,275 hrs (30%)
Global Logistics Inc.
680 hrs (16%)
Meridian Healthcare
930 hrs (22%)
Pinnacle Properties
520 hrs (12%)

Time by Activity

Legal Research
1,020 hrs (24%)
Document Preparation
1,445 hrs (34%)
Client Consultation
765 hrs (18%)
Court Appearance
425 hrs (10%)
Administrative
595 hrs (14%)

Bulk Time Entry

Enter multiple time entries at once for more efficient time tracking.

Date Client Activity Hours Billable

Export Time Data

Generate reports for billing, analysis, or record keeping.

Reports

Generate insightful reports to track performance, analyze data, and make informed decisions.

Revenue This Month
$528,750
Billable Hours
4,250
Active Cases
68
Case Success Rate
92%

Report Categories

Generate Custom Report

Recent Reports

Monthly Financial Summary

Generated Oct 19, 2023

PDF Period: September 2023

Q3 Billable Hours by Employee

Generated Oct 15, 2023

Excel Period: Q3 2023

Client Satisfaction Analysis

Generated Oct 10, 2023

Interactive Period: Last 12 Months

Report Visualizations

Revenue Trend

Line chart showing monthly revenue trend over the last 6 months
Total: $3,172,500
12% from previous period

Billable Hours by Practice Area

Pie chart showing distribution of billable hours across different practice areas
Corporate Law (35%)
Litigation (25%)
IP Law (20%)
Tax Law (15%)
Other (5%)

Case Resolution Status

Bar chart showing case resolution statistics by type and outcome
Total Cases
128
Successful
92 (72%)
Settled
26 (20%)
Unfavorable
10 (8%)

Top Performing Employees

James Davis
142 hrs (89%)
Sarah Wilson
135 hrs (84%)
Michael Brown
152 hrs (95%)
Emily Johnson
128 hrs (80%)
Jessica Martinez
138 hrs (86%)

Report Settings & Preferences

Scheduled Reports

  • Monthly Financial
    1st of each month
  • Weekly Time Summary
    Every Monday

Default Settings

Export & Share

Settings

Configure your legal management system to match your firm's workflows and preferences.

Account Settings

Profile Information

James Davis profile

Password and Security

Two-Factor Authentication

Enabled

Two-factor authentication adds an extra layer of security to your account by requiring more than just a password to sign in.

Authenticator App

We recommend using authenticator apps like Google Authenticator, Microsoft Authenticator, or Authy.

Login History

Device Location IP Address Date & Time Status
MacBook Pro New York, US 192.168.1.1 Today, 09:42 AM Current Session
iPhone 13 New York, US 192.168.1.2 Today, 08:15 AM Successful
MacBook Pro New York, US 192.168.1.1 Yesterday, 05:30 PM Successful

Active Sessions

MacBook Pro
New York, US • 192.168.1.1
Current
iPhone 13
New York, US • 192.168.1.2