Practice · Layout 22

Matters, trust, and billables

Workload by phase, trust-account alerts, utilization versus target, and critical deadlines — firm operations view.

Ethics OK
Quick actions
Ethics wall OK DMS retention 7y
Matters opened (Q)

38

Corporate
Hearings this week

5

Prep binders
Unbilled WIP

$1.2M

Partner review
Avg days to invoice

12

Target 14
Conflict checks

6

Pending
eDiscovery TB

84

Hosted
Matters by phase
Trust account alerts
  • Matter 4482 · reconciliation due48h
  • Matter 4410 · clearedOK
  • Retainer below minimumAction
Billable target vs actual (h / week)
Critical deadlines
MatterEventDue
22-CIV-091Discovery closeMar 31
21-M&A-044FilingApr 04
23-LAB-012MediationApr 18
Firm utilization

86%

Realization

91%

WIP days

42

Escalations & watch list
MatterTriggerPartnerDue
22-CIV-091Discovery closeL. NgMar 31
21-M&A-044FilingR. StoneApr 04
23-LAB-012Mediation briefJ. ParkApr 18
24-IP-003Prior art searchM. ChenOn track
Runbook & SLA
Trust: three-way recon weekly; flag < minimum.
Docket: calendar invites for all hard deadlines.
Ethics: wall-cross log before shared drive access.
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