Good morning, Alex

Here's what's happening across your workflow today.

Active Cases

24+3

vs last week

Awaiting Client

7+2

vs last week

Internal Review

5-1

vs last week

Due This Week

8+1

vs last week

Completed This Month

31+6

vs July

Workflow Pulse

Live case volume at each stage of the case lifecycle.

Open board

New Intake

3

Onboarding

4

Preparation

5

Client Review

7

External Review

3

Finalization

2

Completed

31

Needs Attention

Items blocking progress or approaching a deadline.

  • Missing intake informationHigh

    Case CF-1042 · Due today · Alex Morgan

    View
  • Client review overdueHigh

    Case CF-1037 · 2 days overdue · Alex Morgan

    View
  • Final document awaiting signatureMedium

    Case CF-1029 · Due tomorrow · Jordan Smith

    View
  • External review follow-upMedium

    Case CF-1018 · 3 days pending · Jamie Lee

    View

Recent Activity

  1. Alex updated Case CF-1042

    12 minutes ago

  2. Jordan completed document review

    42 minutes ago

  3. System Case CF-1038 moved to Finalization

    1 hour ago

  4. System New intake received

    2 hours ago

  5. Jamie sent review reminder for CF-1018

    4 hours ago

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