Open Matters
+6 this week128
Billable Hrs (MTD)
+8% MoM412
Avg Intake Time
−74%4m 12s
AR > 60d
+$6.1K$48.2K
Active Matters
6 of 128 openClio · synced 2m ago
| Matter | Caption | Lead | Status | Next event | Value |
|---|---|---|---|---|---|
| MTR-2026-0312 | Garcia v. Pima County | M. Rivera | Active | Sep 14 · Trial | $42,800 |
| MTR-2026-0298 | Bell Holdings — MSA | S. Patel | Eng. sent | Awaiting sig | $24,000 |
| MTR-2026-0287 | Lee Estate Plan | K. Ellison | Signing | Today 2pm | $3,500 |
| MTR-2026-0271 | Hernandez Probate | K. Ellison | Discovery | 11 days | $8,000 |
| MTR-2026-0254 | Vasquez — PI Auto | M. Rivera | Intake | Conflict check | $42,000 est |
| MTR-2026-0241 | Patel Corp Formation | S. Patel | Active | 8 days | $385/h |
AI Agents
2 activeDocDraft
runningDrafting motion to dismiss · Garcia v. Pima
62% complete
ClauseScan
runningReviewing 14-page MSA for Bell Holdings
3 risks flagged
BillingBot
doneReconciling timekeeper entries for August
$18,420 ready to invoice
ConflictCheck
queuedCross-referencing new intake parties
5 in queue
Billable Hours · This week
Mon–Sun412 / 480 target
| M | T | W | T | F | S | S | |
|---|---|---|---|---|---|---|---|
| Ellison, K. | 6 | 7.5 | 8 | 6 | 7 | ||
| Patel, S. | 5 | 6 | 7 | 8 | 6.5 | 2 | |
| Rivera, M. | 4 | 5 | 6 | 7 | 8 | 1 | |
| Chen, A. | 7 | 6 | 5 | 4 | 6 |
Practice area allocation412 hrs
Litigation184 hrs
Estate Planning112 hrs
Family Law78 hrs
Corporate38 hrs
Trust Ledger
IOLTAReconciled
| Date | Client | Dr | Cr | Bal |
|---|---|---|---|---|
| Sep 02 | Bell Holdings | $12,400.00 | $48,200.00 | |
| Sep 02 | Patel Corp | $1,540.00 | $35,800.00 | |
| Sep 01 | Lee Estate | $3,500.00 | $37,340.00 | |
| Aug 30 | Hernandez | $420.00 | $33,840.00 |
Vera · AI Intake Counselor
Live · routing after-hours23 calls2h 18m
| Time | Caller | Intent | Outcome | Dur |
|---|---|---|---|---|
| 11:42a | Maria L. | Estate planning — new will | Booked consult Thu 2pm | 6:14 |
| 10:55a | +1 520‑555‑0117 | Personal injury — auto | Conflict check passed · assigned M. Rivera | 8:42 |
| 10:11a | James W. | Small business formation | Sent LLC packet + e‑sign | 5:03 |
| 9:47a | Anonymous | Family law — custody | Triaged · sensitive · attorney callback | 11:22 |
| 8:30a | R. Aguilar | Probate question | Answered · no engagement | 3:11 |
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