
What an AI agent does when it's actually working for you.
JB is a FirmOps-managed AI agent running the operations of a real personal-injury law firm. Public-safe. Shape only. Human-approved.
What JB did, in order.
Chronological. Public-safe. Every entry approved by a human before it landed. Raw JSON.
Friday, August 7, 2026
17 entriesCompleted records authorization consumer
Draft-gatedUpdated request processing to use new authorization endpoint with fail-closed behavior that blocks requests when forms are unavailable.
Platform, sync & reliability·JB · agentFixed lead source attribution logic
Draft-gatedCorrected attribution rules to match leads by email across multiple rows and inherit measurement data from progressive form captures.
Intake & qualification·firm brainVerified 12 automation scenarios inactive for 30 days
Read-onlyChecked execution logs across a dozen legacy letter-generation workflows and confirmed zero activity within retention window.
Platform, sync & reliability·firm brainFixed duplicate outreach email flow routing
Live actionCorrected logic that was re-sending intake forms to prospects who had already completed them.
Client communication·JB · agent·EmailRemoved call invitations from prospect emails
Live actionUpdated email templates and signature blocks to remove phone number prompts from all lead-facing communications.
Client communication·JB · agent·EmailAudited automation workflow structure
Read-onlyMapped active modules and data flows in legacy automation to prepare for migration.
Platform, sync & reliability·firm brainInventoried legacy automation scenarios
Read-onlyClassified over one hundred workflow scenarios to determine migration paths and redundancies.
Platform, sync & reliability·firm brainBuilt monthly backlink order from performance analysis
Draft-gatedAnalyzed prior cohort movement data, compiled new link targets based on striking-distance thesis, and submitted order via direct sheet integration.
Marketing & lead capture·JB · agent·Google Business Profile, ReportingDiscovered prior cohort moved rank without click gain
Read-onlyLinks increased impressions on target pages but concentration in low-visibility positions yielded no traffic lift; one unlinked page drove sitewide growth.
Marketing & lead capture·JB · agent·ReportingFixed product-name errors on integration landing page
Approval-gatedCorrected retired product references and removed fabricated feature name; retargeted page toward current search demand.
Marketing & lead capture·JB · agent·WebsiteWired direct spreadsheet write access for orders
Live actionIntegrated service account with sheet API to automate order placement and future delivery imports.
Platform, sync & reliability·firm brain·ReportingSent vendor follow-up on open placements and blocklist
Draft-gatedChased pending deliveries, flagged likely bot-blocked URL, and submitted three low-quality domains for exclusion.
Client communication·JB · agent·EmailBuilt repeatable runbook and script library for monthly cycle
Live actionDocumented process and extracted reusable components to prevent restart-from-scratch next month.
Platform, sync & reliability·JB · agentUpdated MSO positioning site
Read-onlyReplaced placeholder page with structured service-organization site, including platform licensing section and design refresh.
Marketing & lead capture·firm brain·WebsiteFixed article assignment deduplication
Read-onlyCorrected content brief selection logic that was repeatedly assigning the same article by adding assignment history tracking.
Marketing & lead capture·firm brain·Website, ReportingDeployed contact form integration
Read-onlyConnected site contact form to routing system with dual-path delivery and validation.
Marketing & lead capture·firm brain·Website, EmailAnalyzed entity structure options
Read-onlyDocumented current organizational setup and outlined paths for operational entity separation at scale.
Platform, sync & reliability·firm brain
Thursday, August 6, 2026
17 entriesVerified 12 automation scenarios inactive 30 days
Read-onlyChecked execution history across legacy letter-generation scenarios and confirmed zero activity within platform retention window.
Platform, sync & reliability·firm brainDeactivated 12 verified-dormant automation scenarios
Approval-gatedTurned off legacy letter-automation flows after confirming native platform dispatch handles all active work.
Platform, sync & reliability·JB · agentFixed qualifier-completion loop in outreach flow
Live actionCorrected routing logic so prospects who complete qualification forms receive appropriate follow-up instead of re-invitation.
Client communication·JB · agent·EmailRemoved call invitations from all prospect emails
Live actionStripped phone-based contact requests from automated prospect communications across all practice areas per policy guidance.
Intake & qualification·JB · agent·EmailAudited active automation scenario modules
Read-onlyInventoried modules and dependencies in one live automation workflow to prepare for platform migration.
Platform, sync & reliability·firm brain·Clio, DropboxResearched policy-limits disclosure rules
Read-onlyCompiled fifty-state statutory survey on pre-suit insurance disclosure requirements and mapped components for letter templates.
Documents & correspondence·firm brain·DocumentsBuilt automation decommission inventory
Read-onlyClassified active workflow scenarios by migration status to prepare for platform retirement.
Platform, sync & reliability·firm brainBuilt monthly backlink order in budget
Draft-gatedAssembled next month's link order across practice pages, wrote it to the order tracking sheet, and archived the CSV.
Marketing & lead capture·JB · agent·Google Business Profile, DocumentsAnalyzed prior link cohort movement patterns
Read-onlyCompared impression and click changes for pages that received links in an earlier cohort against sitewide baseline to identify position bands where rank gains yield traffic.
Marketing & lead capture·firm brain·ReportingAudited anchor text distribution across pages
Draft-gatedReviewed anchor phrase diversity for all linked pages and adjusted next order to reduce exact-match concentration on affected URLs.
Marketing & lead capture·JB · agent·ReportingFixed product name and metadata on landing page
Live actionUpdated page copy and title tags to reflect current product naming after vendor retired the old brand, then verified build passed.
Platform, sync & reliability·JB · agent·WebsiteAssessed organic search presence for target audience
Read-onlyReviewed impressions and clicks across buyer-intent queries to identify which pages have traction and which need content work before link investment.
Marketing & lead capture·firm brain·ReportingBuilt repeatable runbook and supporting scripts
Live actionDocumented the monthly process steps and wrote reusable automation scripts so the next cycle starts with a known baseline instead of rebuilding from scratch.
Marketing & lead capture·JB · agentFixed practice-specific routing in qualifier flow
Live actionCorrected notification logic so submissions in one practice area route to the assigned partners instead of the general intake queue.
Intake & qualification·JB · agent·Email, WebsiteRebuilt MSO public site structure
Read-onlyReplaced placeholder page with formal MSO-positioned site including service descriptions, platform component overview, and regulatory compliance language.
Marketing & lead capture·firm brain·WebsiteCompleted domain migration for MSO site
Read-onlyRegistered new domain, configured canonical redirects from legacy domain, and verified DNS records including email authentication.
Marketing & lead capture·firm brain·WebsiteRefreshed local presence priority queue
Read-onlyUpdated review response prioritization for business profile management.
Marketing & lead capture·firm brain·Google Business Profile
Wednesday, August 5, 2026
17 entriesAudited automation workflow module structure
Read-onlyReviewed module composition of a carrier-facing automation workflow and identified reusable patterns for HTTP requests.
Platform, sync & reliability·firm brainBuilt decommission inventory for legacy systems
Read-onlyClassified automation workflows across two legacy platforms to plan migration to native infrastructure.
Platform, sync & reliability·firm brainBuilt monthly backlink order for vendor
Draft-gatedAssembled spreadsheet with link targets, anchor text, pricing tiers, and budget allocations for a recurring SEO order.
Marketing & lead capture·JB · agent·DocumentsAnalyzed search ranking movements by cohort
Read-onlyExamined position changes and impression-to-click patterns for previously purchased links to identify which ranking zones yield traffic.
Marketing & lead capture·firm brainDocumented backlink timing and attribution rules
Read-onlyCaptured findings on link publication windows and how to match them to ranking outcomes for future analysis cycles.
Marketing & lead capture·JB · agent·DocumentsAudited anchor text distribution across link program
Draft-gatedReviewed exact-match vs branded vs partial anchor ratios to reduce over-optimization risk and rebalanced upcoming order.
Marketing & lead capture·JB · agent·DocumentsFixed outdated product references on landing page
Live actionUpdated page copy and metadata to reflect current product names after vendor rebrand, removing fabricated terms.
Marketing & lead capture·JB · agent·WebsiteAssessed organic search presence for target keywords
Read-onlyMeasured impression and click volume for high-intent search terms to identify gaps in current ranking portfolio.
Marketing & lead capture·firm brainBuilt repeatable monthly order runbook
Draft-gatedCreated step-by-step process documentation and reusable scripts for future cycles of the same vendor workflow.
Marketing & lead capture·JB · agent·DocumentsFixed routing logic for specialized intake path
Live actionCorrected notification rule so submissions from generic qualifier route properly when they match a partner-only practice area.
Intake & qualification·JB · agent·WebsiteUpdated MSO site with compliance positioning
Read-onlyRedesigned management services site to clarify non-legal scope, fixed-fee structure, and platform licensing model.
Marketing & lead capture·firm brain·WebsiteApplied new brand identity to MSO site
Read-onlyImplemented logo design system, typography, and color palette across public site and deployed domain transition.
Marketing & lead capture·firm brain·WebsiteDeployed contact form with dual routing
Read-onlyBuilt submission endpoint that delivers to internal email and mirrors structured data into practice management system.
Marketing & lead capture·firm brain·Website, EmailFixed content assignment memory in briefing system
Draft-gatedAdded cooldown tracking so weekly content recommendations avoid repeating the same article across multiple cycles.
Marketing & lead capture·JB · agentAnalyzed entity structure for MSO and platform ops
Read-onlyDocumented legal entity standing, domain ownership, and recommended trade name approach for service organization versus product layer.
Platform, sync & reliability·firm brainGeographic visibility data collected
Read-onlyPulled current local search presence metrics for monitoring.
Marketing & lead capture·firm brain·Google Business ProfileBusiness profile priorities refreshed
Read-onlyUpdated suggested optimization queue based on current profile state.
Marketing & lead capture·firm brain·Google Business Profile
Tuesday, August 4, 2026
17 entriesBuilt monthly backlink order for August
Draft-gatedPrepared 27-link order targeting striking-distance pages, wrote directly to vendor coordination sheet, and archived the order as CSV.
Marketing & lead capture·JB · agent·Google Business Profile, ReportingAnalyzed prior backlink cohort performance
Read-onlyMeasured impression and click changes on previously linked pages, identified that position gains in low-visibility ranges produced no traffic increase.
Marketing & lead capture·firm brain·ReportingAudited anchor text distribution across links
Draft-gatedFound exact-match anchor concentration near one hundred percent on multiple pages, diversified five anchors in the new order.
Marketing & lead capture·JB · agent·ReportingFixed product naming on integration page
Live actionUpdated page copy to reflect current product names after discovering references to a retired product line and a fabricated feature.
Platform, sync & reliability·JB · agent·WebsiteAssessed organic search presence for key terms
Read-onlyAnalyzed impression and click data for target queries, found zero clicks on hundreds of impressions and identified a content gap.
Marketing & lead capture·firm brain·ReportingSent vendor follow-up on open placements
Live actionRequested status on two pending links, verified a blocked URL, and added three sites to the exclusion list.
Client communication·JB · agent·EmailBuilt repeatable order process runbook
Live actionDocumented monthly workflow and created five reusable scripts for page analysis, cohort reporting, anchor audits, health checks, and sheet writes.
Platform, sync & reliability·JB · agentCorrected URL aggregation in analytics library
Live actionFixed function that was summing duplicate normalized keys instead of overwriting, which had silently dropped data for a high-traffic page.
Platform, sync & reliability·JB · agent·ReportingUpdated MSO public website branding and positioning
Read-onlyRedesigned and deployed a management services organization site with compliant positioning language, applied branding system, and configured domain redirects.
Marketing & lead capture·firm brain·WebsiteFixed article assignment deduplication logic
Draft-gatedCorrected weekly brief selection to skip articles assigned within ninety days, preventing repeated assignments of the same content.
Marketing & lead capture·JB · agent·ReportingDeployed contact form with dual routing
Live actionImplemented form submission handler that emails staff and writes lead records to intake system with appropriate categorization.
Intake & qualification·firm brain·Website, EmailBuilt weekly advertising disposition report
Live actionCreated scheduled report classifying paid advertising leads by outcome with cross-system reconciliation and delivery automation.
Reporting & owner visibility·firm brain·Reporting, EmailNew intake document review workflow decided
Read-onlyLeadership designated a single reviewer for all intake document approvals and created a dedicated communication channel for the workflow.
Intake & qualification·firm brain·TelegramIntake approval bot deployment completed
Live actionBot merged to production with new group discovery feature that announces channel identifiers when added to new workspaces.
Platform, sync & reliability·JB · agent·TelegramUpdated geographic visibility metrics
Read-onlyCollected local search performance data across service areas.
Marketing & lead capture·firm brain·Google Business ProfileAnalyzed priority locations for review requests
Read-onlyIdentified offices with lower recent review volume for targeted outreach.
Marketing & lead capture·firm brain·Google Business ProfileGenerated content brief for SEO article
Draft-gatedPrepared draft outline based on keyword research and competitive analysis.
Marketing & lead capture·JB · agent·Website
Monday, August 3, 2026
17 entriesUpdated MSO website positioning and branding
Read-onlyRedesigned public site with compliant service descriptions, applied new visual identity, and migrated to shorter domain.
Marketing & lead capture·firm brain·WebsiteFixed article assignment deduplication logic
Live actionCorrected weekly brief selection to skip recently assigned articles using ninety-day cooldown window.
Marketing & lead capture·JB · agent·ReportingAdded contact form with dual routing
Live actionDeployed form that sends notification emails and creates intake records in practice management system.
Intake & qualification·firm brain·Website, EmailBuilt weekly advertising disposition report
Draft-gatedImplemented automated report classifying lead outcomes from paid advertising sources with delivery schedule.
Reporting & owner visibility·firm brain·Reporting, EmailRouted doc review cards to new group
Read-onlyDocument approval requests now route to a dedicated review channel with reply-based rejection flow.
Platform, sync & reliability·firm brain·TelegramAudited SEO monitoring daily review logic
Read-onlyCompared automated review output against live database and API snapshot, identified measurement gaps and stale attribution wiring.
Marketing & lead capture·JB · agent·ReportingDiagnosed backlink delivery tracking gaps
Read-onlyFound liveness columns never populated, several months of vendor orders never imported, and measurement schedule missing cron definition.
Marketing & lead capture·JB · agent·ReportingCleared SEO learning gate debt
Live actionRan measurement review across multiple windows and backfilled eleven days of pending learning observations.
Marketing & lead capture·JB · agent·ReportingFixed SEO learning gate remedy logic
Draft-gatedShipped causal-predicate fix so gate and remedy use matching time windows, added missing job schedule and registration, all tests green.
Platform, sync & reliability·JB · agentDiagnosed per-site attribution double-counting
Read-onlyLanding page resolver applied relative paths against wrong sites, causing cross-site summing errors; proposal keys on stored host.
Marketing & lead capture·JB · agent·ReportingImported missing backlink vendor orders
Live actionPulled delivery sheet via MCP and reconciled ledger: inserted two months of missing orders and backfilled permalinks for a third.
Marketing & lead capture·JB · agent·Documents, ReportingFixed backlink liveness classifier
Draft-gatedCorrected logic treating Cloudflare blocks as dead links, which would have incorrectly flagged healthy guest posts for replacement.
Marketing & lead capture·JB · agentWeeded stale SEO recommendations
Live actionRejected nearly one hundred recommendations targeting inactive sites or already-ranking pages, narrowing queue to viable opportunities.
Marketing & lead capture·JB · agent·ReportingBlocked on conflicting code path
Read-onlyAttempted to refine an open pull request but detected overlapping file changes from another active task.
Platform, sync & reliability·JB · agentPrepared code review for routing logic
Draft-gatedCompleted test suite additions and code corrections for a routing module, awaiting independent human review before merge.
Platform, sync & reliability·JB · agentChecked local search visibility metrics
Read-onlyScanned geographic search performance data for the firm's market presence.
Marketing & lead capture·firm brain·Google Business ProfilePrepared content brief for website update
Draft-gatedGenerated draft outline for practice area content based on search trends.
Marketing & lead capture·JB · agent·Website
Friday, July 31, 2026
17 entriesRouted document review workflow to specialized channel
Draft-gatedCreated a dedicated review pathway for intake documents with approval and rejection flows handled by designated staff.
Intake & qualification·JB · agent·Telegram, IntakeDeployed messaging bot configuration update
Approval-gatedUpdated communication routing infrastructure to support new review workflow with environment-specific settings.
Platform, sync & reliability·firm brain·TelegramAudited daily SEO review system
Read-onlyCompared automated SEO review logic against live database and public API endpoint, documented upgrade plan.
Marketing & lead capture·JB · agentDiagnosed backlink tracking gaps
Read-onlyIdentified stale liveness columns with no writer and missing order imports spanning two months.
Marketing & lead capture·firm brainCleared learning gate blocking SEO reviews
Approval-gatedExecuted upgrade phases to unblock measurement review queue and backfill learning debt.
Marketing & lead capture·JB · agentFixed learning gate self-clearing logic
Approval-gatedCorrected causal predicate so measurement gate accurately identifies its own remedy patterns.
Marketing & lead capture·firm brainImported missing backlink order data
Draft-gatedPulled two months of order records from vendor sheet and reconciled into tracking ledger.
Marketing & lead capture·firm brain·DocumentsFixed backlink liveness classifier
Approval-gatedCorrected HTTP status handling so firewall responses do not flag healthy links for replacement.
Marketing & lead capture·firm brainRejected stale SEO queue entries
Approval-gatedRemoved recommendations targeting inactive sites and low-signal opportunities from active queue.
Marketing & lead capture·JB · agentMerged intake portal feature to production
Approval-gatedDeployed document upload portal with automated triage workflow and transactional email notifications.
Intake & qualification·firm brain·Dropbox, Email, IntakeImproved document review card accessibility
Live actionAdded direct file attachments to review cards so staff can open documents inline without separate links.
Documents & correspondence·JB · agent·Documents, Telegram, DropboxFixed completion status tracking on consent route
Live actionCorrected workflow state calculation to properly mark intake steps as ready when consent is captured.
Intake & qualification·JB · agentApproval workflow routing reconfigured
Read-onlyMoved approval cards from direct messages to a dedicated group channel for better visibility.
Client communication·firm brain·TelegramPractice area classification corrected
Approval-gatedFixed routing logic that trusted form selection over landing page and inquiry text signals.
Intake & qualification·JB · agent·Intake, WebsiteLead routing contradiction detector added
Approval-gatedAdded logic to detect when form selection contradicts landing page and prose evidence.
Intake & qualification·JB · agent·Intake, WebsiteGenerated aggregate metrics quality report
Read-onlyRan read-only queries to verify whether new tracking fields are capturing data as expected.
Reporting & owner visibility·firm brain·ReportingValidated intake attribution coverage
Read-onlyCounted how many recent intake events include source attribution without viewing specifics.
Intake & qualification·JB · agent·Intake, Reporting
Thursday, July 30, 2026
17 entriesAudited SEO measurement system and drafted upgrade plan
Draft-gatedReviewed discrepancies between daily automated checks and live database state, then wrote a phased remediation plan covering measurement gaps and unused attribution code.
Marketing & lead capture·JB · agent·ReportingDiscovered backlink ledger had stale liveness data
Read-onlyRead vendor delivery table and found liveness columns were not being updated by any scheduled job, with one month of records missing verification status.
Marketing & lead capture·firm brain·ReportingExecuted SEO measurement and learning backfill
Approval-gatedRan two maintenance jobs to clear a review queue and process eleven days of accumulated measurement debt, producing dozens of new analysis rows.
Marketing & lead capture·JB · agent·ReportingFixed SEO learning gate unable to self-clear
Draft-gatedIdentified and patched a logic bug where the automated remedy query matched unrelated prior activity and skipped the actual blocked measurements.
Platform, sync & reliability·JB · agentShipped three platform PRs for SEO subsystem
Approval-gatedMerged one pull request fixing the learning gate and opened two more adding attribution reporting and backlink verification automation.
Platform, sync & reliability·JB · agentFound lead attribution double-counted cross-site traffic
Read-onlyIdentified URL resolution logic that caused traffic to one shared path to be credited to multiple properties in aggregate reports.
Marketing & lead capture·firm brain·ReportingImported missing backlink orders from vendor sheet
Approval-gatedPulled live vendor spreadsheet via integration, parsed two months of missing orders, and inserted delivery records into the ledger to bring it current.
Marketing & lead capture·JB · agentFixed backlink classifier flagging healthy links as dead
Draft-gatedCorrected HTTP status interpretation so authentication and rate-limit responses no longer trigger replacement recommendations for live content.
Platform, sync & reliability·JB · agentRejected stale SEO recommendations in content queue
Approval-gatedWeeded nearly one hundred rows targeting inactive properties or low-value queries, reducing actionable recommendation count by over forty percent.
Marketing & lead capture·JB · agent·ReportingMerged intake portal improvements to production
Approval-gatedCombined two branches, deployed, and completed full smoke test of intake submission flow.
Intake & qualification·JB · agent·Dropbox, EmailFixed document review workflow attachment
Draft-gatedReview cards now include actual file attachment for immediate staff access.
Documents & correspondence·JB · agent·Telegram, DropboxCorrected intake completion tracking logic
Draft-gatedFixed route to properly mark intake ready for call when final consent received.
Intake & qualification·firm brainRouted approval cards to shared group chat
Read-onlyApproval messages now post to a designated group instead of individual direct messages.
Platform, sync & reliability·firm brain·TelegramFixed practice area routing contradiction
Live actionCorrected logic where form selection overrode stronger signals from landing page and message content.
Intake & qualification·JB · agent·Intake, WebsiteRescued miscategorized inquiry from review queue
Approval-gatedReclassified stranded lead based on landing page and message analysis, then routed to appropriate workflow.
Intake & qualification·JB · agent·IntakeResearched Qwoted digital PR pilot concept
Draft-gatedEvaluated three statistics-based linkable asset angles against existing backlink gaps and drafted one bounded pilot plan with source verification requirements.
Marketing & lead capture·JB · agent·Website, ReportingVerified practice area form routing logic
Read-onlyReviewed form solicitor configuration changes in a branch to confirm alignment with documented intake routing rules.
Intake & qualification·JB · agent·Website
What the firm brain can run.
A featured slice from FirmOps' catalog of 250+ mapped law-firm workflows, organized by operating area. Live entries above are these capabilities firing on real days.
MarketingMarketing & lead capture4
- New lead capture to the case systemApproval-gated
Every lead lands in one place with its source attached, so none fall through the cracks.
- Lead qualification scorecardDraft-gated
The brain scores and summarizes each lead so your team calls the right ones first.
- Missed-call follow-up prepApproval-gated
Missed calls get a ready-to-send follow-up in minutes, not never.
- Review request draftingApproval-gated
Reviews get asked for at the right time, every time, once you approve.
IntakeIntake & qualification4
- Intake link generationApproval-gated
One link starts a clean intake instead of retyping the same facts everywhere.
- One-click case openingApproval-gated
Case launch goes from 47 steps to one click, with a human pressing go.
- E-sign packet status trackingRead-only
You always know which retainers are signed and which are stuck.
- Conflict check surfacingRead-only
Possible conflicts show up before intake, for an attorney to clear.
CasesCase & matter management4
- Matter status in one viewRead-only
Ask what is happening on a case and get the answer without opening four tabs.
- Statute-of-limitations flaggingRead-only
Approaching deadlines get surfaced early. The attorney still owns every date.
- Stale task and handoff finderRead-only
The work that quietly stalled becomes a short list instead of a surprise.
- Calendar event prepApproval-gated
Dates get set on the calendar and linked to the case, once you confirm.
MedicalMedical records & treatment4
- Medical records request trackingApproval-gated
Records requests get sent and tracked, so you know what is still outstanding.
- Medical bill reviewDraft-gated
Bills get a first-pass review with anomalies flagged for the attorney.
- Provider list assemblyRead-only
Every provider on a case in one list, not buried in notes.
- Treatment follow-up prepApproval-gated
Treatment follow-ups get prepared on time, for staff to approve.
DocumentsDocuments & correspondence4
- Letter of representation draftingDraft-gated
Letters of representation draft themselves from the file, for you to review.
- Demand package assemblyDraft-gated
Demand packages come together with records and figures merged in, for the attorney to finish.
- Document redactionApproval-gated
Redactions get planned and applied, then a person verifies before anything goes out.
- Email attachment filingApproval-gated
Incoming files get filed to the right matter instead of lost in an inbox.
CommsClient communication4
- Client status update draftsApproval-gated
Client updates draft from the file in seconds, and a person approves every send.
- Inbox triage to mattersDraft-gated
Email gets sorted onto the right matter with a reply already drafted.
- Approval cards for risky sendsApproval-gated
Anything risky stops at an approval card, so a person always releases the work.
- Deadline reminder prepApproval-gated
Reminders get prepared against real deadlines instead of living in memory.
SettlementNegotiation & settlement4
The payoff, and where a dropped ball is most expensive.
- Settlement alert and announcement prepApproval-gated
When a case settles, the team and the announcement are ready, pending approval.
- Disbursement statement prepDraft-gated
Disbursement statements come pre-built from trust and expenses, for the attorney to sign.
- Expense and cost trackingApproval-gated
Case costs get captured against the right category instead of slipping away.
- Trust reconciliation prepRead-only
Trust and settlement line up in one view before anyone signs off.
FinanceBilling, trust & finance4
- Trust balance monitoringRead-only
Trust balances get watched per matter, with drift flagged before it becomes a problem.
- Invoice and payment link prepDraft-gated
Invoices and payment links come prepared, so billing stops being a chore.
- Payment request trackingApproval-gated
Payment requests get tracked in one place instead of buried in email.
- AR/AP and cash flow snapshotRead-only
The money picture, receivables, payables, and cash flow, in one honest snapshot.
ReportingReporting & owner visibility4
- Owner KPI briefRead-only
Ask what needs attention today and get one clear brief across the whole firm.
- Caseload and velocity reportRead-only
Caseload, velocity, and expected fees on tap instead of once a quarter.
- Channel ROI reportRead-only
See which sources actually produce signed cases, not just leads.
- Exception and bottleneck listRead-only
The things quietly going wrong become one list you can actually work.
PlatformPlatform, sync & reliability3
- Lead-source reconciliationLive action
Lead capture reconciles itself and shouts if it ever goes quiet.
- Channel health monitoringLive action
The systems that carry your work get watched and healed before you notice.
- Content and config validation gateLive action
Changes get checked automatically so mistakes do not reach the public site.
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