Probate Overview
Command center for estate administration and court milestones.
Estate Directory
Managed via the Matters module.
Workflow Pipeline
Probate workflows are now integrated into the Case Health tracker.
Probate Workflow
Not startedWorkflow steps
—Select a stage
Pick a workflow step to focus the workspace.Document checklist
—Key dates & deadlines
—Related parties
—Workflow stage
Update stage as needed.Stage workspace
Select a stage to begin.Financial
Details
Conflict Checks
Custom fields
Add custom fields to store key details and surface them quickly.
Matter Details
Case Valuation
Capture the projected value of this matter for pipeline reporting.
Conflict Check
Intake Stages
StatusCase tasks
Case documents
Qualify & Conflict Check
Summarize the matter, flag conflicts, and highlight risks.
Draft Engagement
Generate retainer + welcome email/SMS based on status.
Schedule & Prep
Propose times, create invite, and prep an attorney brief.
Route & Assign
Recommend the best attorney/role based on workload.
Intake History
Tasks
Manage intake, case prep, and follow‑ups across the firm.
Matters
Track active cases, status, and next steps in one place.
Contacts
Centralized people view with segmentation and quick actions.
Activities
Firm-wide activity feed with filters and context.
Billing
Track drafts, approvals, and collections in one workspace.
Online payments
Track incoming payments, links, and refunds.
Accounts
Manage firm bank accounts and sync connections.
Documents
Manage firm files, templates, and uploads.
Marketing
Channel Performance
Review sources and manage Google Local Services Ads.
LSA Accounts
Add multiple LSA accounts and pick which one to connect.
Google Local Services Ads
Stream call recordings and review LSA performance.
| Lead | Phone | Status | Received | Actions |
|---|
Reports
Generate, schedule, and share insights across matters, billing, and performance.
Case & Matter Insights
Track workload, timelines, and outcomes.Active Matter Overview
Stage distribution, deadlines at risk, and top blockers.
Case Duration & Aging
Median time to close by matter type and attorney.
Disposition & Result Rate
Closed matters by outcome, fee type, and referral source.
Financial & Billing
Revenue, collections, and profitability.Accounts Receivable Aging
Current, 30/60/90+ days outstanding and top payers.
Realization & Margin
Fee vs. cost by matter, phase, and timekeeper.
Trust Account Activity
Deposits, disbursements, and compliance checks.
Time & Productivity
Timekeeper utilization and capacity.Billable Hours & Targets
Actual vs. target by attorney, week, and matter.
Workload & Allocation
Open tasks, staffing ratios, and time to assign.
Time & Fee Adjustments
Write-downs, write-offs, and reason analysis.
Client & Intake
Pipeline performance and client satisfaction.Lead to Matter Conversion
Conversion rate by source, campaign, and intake team.
Client Experience Score
Survey results, response times, and review trends.
Referral Partner Activity
Top partners, conversion rates, and fee splits.
Report Builder
Mix fields, filters, and visualizations to craft a custom report.
Data Sources
Filters
Layout
Visuals
Delivery
User & Permissions
Manage access, roles, and security policies across the firm.
Workflow List
Manage inbound automation triggers and webhook workflows.
Workflow Settings
Configure how this workflow runs, including its default options and behavior.
Contact
Allows a Contact to re-enter once it has left this workflow.
Runs separate executions per Opportunity.
Ends workflow for a Contact if they respond to a message.
Communication
Restrict actions from being sent outside your window.
Mark workflow conversations as read.
Settings
Configure access keys and environment preferences.