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Welcome back, Sarah. Here's an overview of your practice.
Active Matters
24
+3 this month
Billable Hours
142.5
+12.5 this week
Outstanding Invoices
$32,450
8 invoices pending
New Clients
6
+2 this month
Recent Activity
New document uploaded
DocumentContract_Johnson_v3.pdf was uploaded to Johnson Divorce Case
Today at 10:32 AM
Invoice paid
PaymentSmith & Co. paid invoice #INV-2023-056 ($3,450.00)
Yesterday at 4:15 PM
Court date scheduled
CalendarHearing for Davidson Property Dispute set for June 15, 2023
Yesterday at 2:30 PM
New client added
ClientMichael Thompson was added as a new client
June 5, 2023 at 9:45 AM
Upcoming Deadlines
File Motion for Discovery
Williams vs. State Bank - Due in 3 days
Court Hearing
Davidson Property Dispute - Due in 6 days
Client Meeting
Johnson Divorce Case - Due in 11 days
Time Tracking
Today's Hours
4.5 hrsThis Week
22.5 / 40 hrsRecent Clients
Michael Thompson
Corporate Law
Sarah Johnson
Family Law
Robert Davidson
Real Estate
Jennifer Williams
Litigation
Matters
Manage and track all your legal cases
|
|
Matter | Client | Practice Area | Status | Last Updated | Actions |
|---|---|---|---|---|---|---|
|
|
Johnson Divorce Case
#MAT-2023-001
|
Sarah Johnson
|
Family Law
|
Active | Today at 10:32 AM | |
|
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Smith Contract Review
#MAT-2023-002
|
John Smith
|
Corporate Law
|
Active | Yesterday at 4:15 PM | |
|
|
Davidson Property Dispute
#MAT-2023-003
|
Robert Davidson
|
Real Estate
|
Active | June 5, 2023 at 9:45 AM | |
|
|
Williams vs. State Bank
#MAT-2023-004
|
Jennifer Williams
|
Litigation
|
Pending | June 3, 2023 at 11:20 AM | |
|
|
Thompson Incorporation
#MAT-2023-005
|
Michael Thompson
|
Corporate Law
|
Closed | May 28, 2023 at 3:45 PM |
Johnson Divorce Case
#MAT-2023-001
Smith Contract Review
#MAT-2023-002
Davidson Property Dispute
#MAT-2023-003
Williams vs. State Bank
#MAT-2023-004
Thompson Incorporation
#MAT-2023-005
Showing 1 to 5 of 24 results
Matter Details
ActiveClient
Practice Area
Family Law
Assigned Attorney
Lead Attorney
Important Dates
Billing Information
Tags
Quick Actions
Matter Description
Divorce proceedings for Sarah Johnson and Michael Johnson. Case involves child custody arrangements for two minor children, division of assets including family home and retirement accounts, and determination of spousal support.
Client seeks primary custody of children with reasonable visitation rights for spouse. Mediation scheduled for June 15, 2023.
Recent Activity
New document uploaded
DocumentContract_Johnson_v3.pdf was uploaded to case files
Today at 10:32 AM
Task completed
TaskDraft initial custody proposal completed by James Wilson
Yesterday at 4:15 PM
Meeting scheduled
CalendarClient consultation scheduled for June 10, 2023 at 2:00 PM
June 5, 2023 at 9:45 AM
Upcoming Tasks
Prepare mediation documents
Review financial disclosure from opposing party
Prepare client for mediation session
Clients
Manage your client relationships
Sarah Johnson
Family Law
John Smith
Corporate Law
Robert Davidson
Real Estate
Jennifer Williams
Litigation
Acme Corporation
Corporate Law
Globex Industries
Corporate Law
|
|
Client | Type | Practice Area | Contact | Active Matters | Actions |
|---|---|---|---|---|---|---|
|
|
Sarah Johnson
|
Individual |
Family Law
|
sarah.johnson@example.com
(555) 123-4567
|
2 | View |
Robert Davidson
IndividualReal Estate
Showing 1 to 6 of 24 results
Contact Information
New York, NY 10001
Personal Information
Date of Birth
April 12, 1985
Occupation
Marketing Director
Client Type
Individual
Practice Area
Family Law
Billing Information
Billing Method
Billing Address
Same as primary address
Tags
Assigned Team
Lead Attorney
Paralegal
Associate Attorney
Active Matters
Johnson Divorce Case
ActiveDivorce proceedings including child custody arrangements and division of assets.
Johnson Property Settlement
ActiveProperty settlement related to the divorce proceedings, including the family home.
Recent Activity
New document uploaded
DocumentContract_Johnson_v3.pdf was uploaded to Johnson Divorce Case
Today at 10:32 AM
Invoice paid
PaymentInvoice #INV-2023-056 ( ,250.00) was paid
Yesterday at 4:15 PM
Meeting scheduled
CalendarClient consultation scheduled for June 10, 2023 at 2:00 PM
June 5, 2023 at 9:45 AM
New matter created
MatterJohnson Property Settlement matter was created
May 22, 2023 at 11:30 AM
Client added
ClientSarah Johnson was added as a new client
May 15, 2023 at 9:00 AM
Documents
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Court Documents
12 files
Financial Records
8 files
Correspondence
15 files
Property Documents
6 files
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Recent Files
Contract_Johnson_v3.pdf
Financial_Statement_2023.docx
Asset_Calculation.xlsx
Property_Photo.jpg
Court_Filing_May2023.pdf
Custody_Agreement_Draft.docx
Support_Calculation.xlsx
Initial_Petition.pdf
Calendar
Manage your appointments and deadlines
June 2023
Upcoming Events
Johnson Divorce Hearing
Motion for Discovery
Davidson Property Consultation
Time & Billing
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Time Tracking
Timer Running
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Recent Time Entries
| Date | Matter | Activity | Description | Duration | Billable | Status | Actions |
|---|---|---|---|---|---|---|---|
| Jun 8, 2023 | Johnson Divorce Case | Document Review | Reviewed financial disclosure documents and prepared summary for client meeting | 2h 15m | $562.50 | Billed | |
| Jun 7, 2023 | Davidson Property Dispute | Legal Research | Researched precedent cases for property line disputes in similar jurisdictions | 1h 45m | $437.50 | Unbilled | |
| Jun 6, 2023 | Smith Contract Review | Client Communication | Phone call with client to discuss contract terms and potential revisions | 0h 45m | 87.50 | Unbilled | |
| Jun 5, 2023 | Johnson Divorce Case | Court Appearance | Preliminary hearing for custody arrangements | 3h 30m | $875.00 | Billed |
Invoices
Outstanding Invoices
Overdue Invoices
Paid This Month
Recent Invoices
| Invoice # | Client | Matter | Issue Date | Due Date | Amount | Status | Actions |
|---|---|---|---|---|---|---|---|
| #INV-2023-056 |
Sarah Johnson
|
Johnson Divorce Case | Jun 1, 2023 | Jun 15, 2023 | $3,450.00 | Paid | |
| #INV-2023-055 |
Robert Davidson
|
Davidson Property Dispute | May 28, 2023 | Jun 11, 2023 | $2,750.00 | Pending | |
| #INV-2023-054 |
John Smith
|
Smith Contract Review | May 15, 2023 | May 29, 2023 | ,850.00 | Overdue | |
| #INV-2023-053 |
Jennifer Williams
|
Williams vs. State Bank | May 10, 2023 | May 24, 2023 | $4,250.00 | Paid |
Sarah Johnson
Client Portal View (Read-Only)
Case Summary
ActiveCase Information
Case Type
Divorce Proceedings
Case Number
#MAT-2023-001
Filed Date
May 15, 2023
Attorney
James Wilson
Case Description
Divorce proceedings including child custody arrangements for two minor children, division of assets including family home and retirement accounts, and determination of spousal support. Mediation scheduled for June 15, 2023.
Next Steps
-
Complete financial disclosure documents by June 10, 2023
-
Attend mediation session on June 15, 2023
-
Review proposed custody arrangement by June 20, 2023
Case Timeline
Initial Consultation
CompletedInitial meeting to discuss divorce proceedings and legal options
May 15, 2023
Divorce Petition Filed
CompletedPetition for divorce filed with the county court
May 22, 2023
Preliminary Hearing
CompletedPreliminary hearing for temporary custody arrangements
June 5, 2023
Financial Disclosure
In ProgressPreparation and submission of financial disclosure documents
Due: June 10, 2023
Mediation Session
UpcomingMediation session to discuss settlement options
Scheduled: June 15, 2023
Important Dates
Financial Disclosure Due
Submit all financial documents
Mediation Session
9:00 AM - Mediation Center
Custody Arrangement Review
Review and respond to proposal
Court Hearing
10:30 AM - County Courthouse
Billing Summary
Documents
Divorce_Petition.pdf
May 22, 2023
Temporary_Custody.docx
June 5, 2023
Financial_Disclosure_Form.xlsx
June 1, 2023
Invoice_May2023.pdf
June 1, 2023
Contact Information
Attorney
James Wilson
james.wilson@legalfirm.com
Phone
(555) 123-4567
Office
123 Legal Street, Suite 400
New York, NY 10001
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