Open cases
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Conflict checks
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Awaiting clearance
Overdue tasks
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Require attention
Pipeline prospects
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Active leads
⚡ Requires action
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📅 Due this week
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Recent cases
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Flow activity
System ready — connected to SharePoint
Pipeline snapshot
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Pipeline
Referrer network
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New client intake
Client & company details
Time recording
This month
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hours logged
ADP (days)
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this month
Billable
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hours
Unbilled
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entries
| Date | Case | Description | Counsel | Hours / Days | Billable | Status |
|---|---|---|---|---|---|---|
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Reports
Time report
Case report
Select a client above to view their time report
Onboarding
Welcome
Intake request
Conflict cleared
Engagement letter
Matter opened
Audit meeting
Updates
Progress update
Audit findings
Reviews
Annual policy review
Reporting
Monthly report
Billing
Invoice issued
Payment reminder
Welcome email
Pending
Sent / dismissed
Automated drafting
Off by default. When on, drafts are still only generated for clients you've individually opted in (Clients → open a client → "Turn on" under Automated emails).
Drafts appear here automatically — when a client's agreement is signed, an annual review comes due, or a calendar month closes. Nothing is ever sent until you review it and click Send.
What replaced your Power Automate flow
The original flow had 7 steps handling a Microsoft Forms trigger, character sanitisation, SharePoint folder creation, and a single internal notification email. This system replaces and extends all of it.
Task templates by matter type
Connection status