Leads Captured (30 days)
47
↑ 12 vs prior month
Revenue Collected
$38,420
↑ 18% vs prior month
Automations Fired Today
124
across 7 categories
Avg. Response Time
2 min
↓ from 6+ hrs manually
Live Activity FeedLive
Collections PerformanceThis Month
Collected$38,420
Outstanding$11,250
Collection rate77%
Invoices delivered34/34
Reminders sent89
Intake Conversion30 days
Inquiries received47
Consultations booked31
Retained as clients22
Inquiry → consult66%
Consult → retained71%
Automation Health39 Active
Needs Your Attention3 items
Conflict check — Thompson matterFlagged for attorney review before proceeding
Review
Collections escalation — Harrison invoice$4,200 outstanding 62 days — ready to escalate
Action
Urgent matter — Reyes inquiryEscalation protocol triggered 11:42 PM last night
Follow up
New Inquiries
47
last 30 days
Awaiting Consult
8
scheduled this week
Conflict Checks
3
1 pending review
Retainers Collected
$19,500
this month
Active Intake PipelineLive
New Inquiry5
Sarah M.Family law · 9 min ago
James P.Personal injury · 42 min ago
Linda K.Estate planning · 1h ago
Marcus D.Business law · 2h ago
Priya N.Employment · 3h ago
Intake Sent4
Tom R.Forms sent · awaiting
Angela W.2/5 docs received
Derek O.Reminder #2 sent
Fiona B.Complete · conflict pending
Consult Booked5
Carlos V.Tomorrow 10:00 AM
Nina H.Thu 2:00 PM
Robert T.Thu 4:30 PM
Mei L.Fri 11:00 AM
David S.Mon 9:00 AM
Retainer Sent3
Susan A.$3,500 · awaiting sig
Paul M.$5,000 · reminder sent
Grace E.$2,500 · 2nd reminder
Active Client22
Jennifer R.Matter open · billing
Marcus T.Discovery phase
Priya S.Filing prep
+ 19 more active matters
Collected This Month
$38,420
↑ 18% vs prior
Outstanding
$11,250
across 6 matters
Overdue 60+ Days
$4,200
1 matter — flagged
Avg Days to Pay
11
↓ from 34 days
Recent InvoicesAuto-delivered
Jennifer R. — Matter #1042$4,800Paid
Marcus T. — Matter #1038$7,200Paid
Carlos V. — Matter #1051$3,500Pending
Susan A. — Matter #1047$2,100Day 7
Paul M. — Matter #1033$5,500Day 14
Harrison — Matter #1019$4,20062 days
Priya S. — Matter #1044$6,100Paid
Robert T. — Matter #1049$3,800Paid
Reminder Sequences ActiveAutomated
Carlos V. — Day 7 reminder sent today
RunningSusan A. — Day 7 reminder scheduled tomorrow
RunningPaul M. — Day 14 reminder sent 6 days ago
RunningHarrison — Day 60 escalation flag raised
FlaggedFiona B. — Payment plan active · auto-billing
RunningAutomation impact this month
89 reminders sent automatically · $14,100 collected without manual follow-up · 0 invoices missed
Total Automations
42
across 7 categories
Active Right Now
39
fully autonomous
Fired Today
124
and counting
Needs Attention
3
assisted items
All Automations — Live StatusSystem Active