Every action across the firm — for accountability and audit. Filter by staff, case, office, or type.

Needs attention

22 to resolve
Conflicts 2 Tasks 16 Matters 2 Trust 1 Billing 1

Schedule conflict

Motion Hearing — Chen v. Whitfield overlaps Internal Matter Review — Jacksonville Team

Schedule conflict

Deposition — Nguyen v. Davidson witness overlaps Deposition Prep — Slip & Fall

Send engagement letter to Roberto Vargas

Urgent · due Jul 17

File response brief — Chen v. Whitfield

Urgent · due Tomorrow

Call Maria Sanchez — biometrics prep

Unassigned — needs an owner

File motion response — Nguyen v. Davidson

Unassigned — needs an owner

Review Anderson Corp discovery documents

Urgent · due Jul 17

Schedule follow-up call with Rodriguez Family re: custody strategy

Urgent · due Tomorrow

File H1B extension — Patel matter deadline approaching

Urgent · due Jul 25

Send trust account replenishment notice — Webb balance critical

Unassigned — needs an owner

Billing reconciliation — November invoices

Overdue · was due Jul 10

Update matter summary — Sterling v. Partners deposition notes

Overdue · was due Yesterday

Draft discovery responses — Anderson Corp

Urgent · due Jul 21

Prepare suppression motion — Davis assault

Urgent · due Jul 23

Review asylum declaration draft

Urgent · due Jul 20

Sign off on Wrongful Termination demand letter

Urgent · due Aug 5

Webb — trust balance low

$200 left (warn below $500)

Review Okonkwo trust deposit confirmation

Unassigned — needs an owner

Send engagement letter — R. Vargas lead

Unassigned — needs an owner

Asylum Petition

No activity since 2026-06-15

Wrongful Termination

No activity since 2026-06-20

Invoice overdue — Marcus Webb

$600 · was due 2026-07-06

Today

FB

Logged 2.5h — Sanchez I-485 filing prep

SC

Moved their lunch to 1:00 PM – 2:00 PM

Lunch11:05 AM
AK

Uploaded I-485_Application_Draft_v3.pdf

AK

Completed 'Draft engagement letter' (assigned by Francis Boyer)

FB

Cancelled 'Status Conference — Anderson Corp' (court reset)

Yesterday

ML

Updated case status — Asylum Petition

MatterAsylum Petition5:22 PM
FB

Trust deposit received — $900, Okonkwo DUI

TrustDUI Defense3:11 PM
SC

Sent invoice INV-2025-013 — Goldman Family Trust

InvoiceGoldman Family Trust12:30 PM
JP

Reported a no-show — opposing counsel missed the deposition

Monday, Jul 13

FB

Updated the default billing rate for the Jacksonville office

Settings4:45 PM
RS

Uploaded Engagement_Letter_Signed.pdf

AK

Trust withdrawal — $400, Chen Estate probate