Dashboard

Firm-wide snapshot of leads, cases, and revenue.

Leads in pipeline

12.5%

active leads

Upcoming consultations

20%

scheduled & paid

Pending retainers (EA out)

8.3%

awaiting signature

Retained clients

9.1%

active engagements

Overdue balance

$10,900

4.2%

across clients

Red-flag cases

need attention

Revenue trend

Monthly collected revenue, last 6 months

Consultation trends

Booked vs. paid vs. qualified

Lead conversion funnel

From first contact to retained client (last 90 days)

Case type mix

Active cases by practice area

Upcoming consultations

View all

Liling Chen

Ayesha Rahman · Jun 5, 3:00 PM

Scheduled

Sofia Rossi

Marcus Bell · Jun 5, 6:30 PM

Paid

Samuel Mwangi

Marcus Bell · Jun 6, 2:00 PM

Paid

Mei Tanaka

Ayesha Rahman · Jun 6, 5:00 PM

Scheduled

Elena Popescu

Ayesha Rahman · Jun 8, 3:30 PM

Rescheduled

Needs attention

View all

RFE · Mohammed Farah

Priya Nair

3d overdue

Abeyance Letter · Amara Diallo

Diego Santos

Due in 1d

NOID · Kwame Asante

Priya Nair

Due in 2d

RFE · Mohammed Farah

Priya Nair

Due in 5d

RFE · Hassan Nazari

Priya Nair

Due in 14d

Recent activity

Kwame Asante paid monthly installment ($1,000)

10 min ago

New WhatsApp lead: Maria Gonzalez (VAWA AOS)

32 min ago

Mohammed Farah flagged Red Flag Client — RFE due in 5 days

1 hr ago

Sofia Rossi consultation paid ($200)

2 hrs ago

RFE Notice uploaded for Mohammed Farah

3 hrs ago

Yuki Sato packet mailed to USCIS (tracking saved)

5 hrs ago

Engagement agreement signed — Ana Beltran

Yesterday

Liling Chen booked a consultation with Ayesha Rahman

Yesterday