Legal Practice Cockpit — Operator Demo

Active Matters

38

14 litigation · 24 transactional

YTD Billable Hrs

1,184

$487K in fees

Trust Balance

$284K

Across 22 client matters

AR Outstanding

$48K

3 invoices > 60 days

Critical deadlines — next 30 days

All deadlines

Days	Matter	Filing/Event	Status
2	Stern v. Acme · contract dispute	Reply brief due Mon	Critical · drafting
9	Cohen Estate · probate	Petition for distribution	In review
14	Walker LLC · M&A	Closing target	On track
18	Adler · personal injury	Discovery responses due	In progress
22	Bergman trust · amendment	Client signature window	Client review
28	Sterling Corp · annual filing	Delaware franchise tax	Auto-renewed
30	Multiple · billing	Month-end invoicing run	Scheduled

Active matters — current status

All matters

L

Stern v. Acme Industries · breach of contract · 8 months in

REPLY BRIEF DUE MON · MOTION TO DISMISS PENDING

L

Adler v. State Farm · personal injury

DISCOVERY PHASE · DEPOSITIONS SCHEDULED JULY

T

Walker LLC acquisition · M&A · $8.4M deal

CLOSING JUN 21 · DUE DILIGENCE COMPLETE

T

Cohen Estate · probate · $4.2M estate

PETITION FOR DISTRIBUTION DRAFTED · CLIENT REVIEW

T

Sterling Corp · annual maintenance

CORPORATE FILINGS · FRANCHISE TAX · MINUTES

Trust account — by matter

Full ledger

$

Adler PI · $84K trust hold

SETTLEMENT FUNDS PRE-DISBURSEMENT

$

Walker LLC · $120K escrow

DEAL ESCROW · RELEASES AT CLOSE

$

Bergman trust · $42K

RETAINER ON DEPOSIT

$

19 other matters · $38K total

VARIOUS RETAINERS + ADVANCE COSTS

Three-way reconciliation done daily. State bar trust-accounting compliance auto-verified.

Today's billable hour log

P

You · 2.4 hr · Stern reply brief drafting

1.8 RESEARCH · 0.6 DRAFTING · $1,080

A

Associate Park · 3.2 hr · Cohen probate petition

$960 · WILL BE WRITTEN UP 0.5

P

You · 1.1 hr · Walker M&A · client call

$495

Court + Deadline Calendar

Auto-calculated from filing date based on court rules. Multi-jurisdiction support.

Auto-calc deadlines from court rules per jurisdiction
State + federal + local court
Statute-of-limitations tracking per claim
Two-attorney sign-off on critical filings
Auto-reminder cadence (30/14/7/3/1)

Matter Management

Per-matter file, document, billing, deadline, conflict-check.

Per-matter file with all docs + emails
Per-matter billing rate + fee arrangement
Per-matter assigned attorneys + paralegals
Statute of limitations tracking
Matter status workflow (intake → active → settled/closed)

Client Database

Every client, every matter ever opened, every dollar billed.

Individual + entity differentiation
Per-client lifetime fees
Multi-matter relationships
Referral source + thank-you tracking
Client communication log (privileged-by-default)

Document Operations

↘ Shared engine — from Audit Practice. Adapted for legal: per-matter file structure, version control, e-sign, document automation from templates.

Per-matter document folder + version control
NetDocuments / iManage / Clio integration
Document automation from template library (engagement letters, contracts, pleadings)
E-signature integration (DocuSign / Adobe Sign)
Privilege log + production prep

Conflict Check Engine

Search every party, every adverse party, every spouse, every entity — across firm history.

Multi-party conflict search (client + spouse + entities)
Adverse-party + co-counsel checking
Historical firm matter search (22 years)
Conflict waiver tracking
Auto-flag at intake before engagement letter

Time + Realization

One-tap timers per matter. Auto-time from email, document opens, calendar events.

Per-matter timer (one-tap start/stop)
Auto-time from email, document opens, calendar events
Realization tracking (billed ÷ recorded)
Write-up / write-down tracking with reason codes
Per-attorney utilization reporting
Mobile time entry app

Billing + LEDES

Per-matter detailed invoicing with LEDES e-billing for corporate clients.

Per-matter invoice with task/activity coding
LEDES UTBMS for corporate clients
Insurance defense + corporate guidelines compliance
Pre-bill review workflow
Stripe + ACH + check payment
Per-client AR aging

Trust Account Operations

State-bar-compliant IOLTA + retainer trust management. Three-way reconciled daily.

Per-matter trust ledger
IOLTA + non-IOLTA differentiation
Three-way reconciliation daily (bank + book + per-client)
State bar audit-ready reports
Auto-replenish from operating when costs advance
Trust-to-fees transfer with attorney approval

Client Intake Workflow

Online intake → conflict check → engagement letter → trust deposit → matter opens.

Online intake form per practice area
Auto conflict check before engagement
Engagement letter generation + e-sign
Initial trust deposit via Stripe/LawPay
Auto-matter creation on signature

Practice Reports

Numbers a managing partner needs to run the firm.

Per-attorney utilization + realization + collection
Per-matter profitability (fee vs cost-to-deliver)
Per-practice-area revenue mix
Origination credit + working credit attribution
Cash-flow forecasting from open matters
Aged WIP + AR

↘ Shared engine — from Audit Practice · law-flavored: pass-through entity tax, CLE + bar dues deductions, expert-witness 1099s, home office

YTD Fees Collected

$487K

Pass-through to partners

1099 Contractors

8

Experts · paralegals · investigators

Bar Dues + CLE

$2,840

Per attorney annual deductible

Q2 Est Tax Due

$28,000

Due Jun 15

↘ Shared engine — from Diamond Atelier · law-flavored: annual estate-plan review reminders, corporate maintenance renewals, post-life-event outreach

Date	Client	Trigger	Outreach
Jun 14	The Bergmans	5-yr estate plan anniversary	Annual review + tax-law changes update
Jun 28	Sterling Corp	Annual minutes + maintenance	Annual minutes drafted · ready for board
Jul 14	Walker family	New-child estate update needed	Trust amendment + guardian appointment
Jul 22	Cohen Trust	10-yr trust review	Trust amendment + trustee succession review