📊Dashboard📁Matters11👥Clients12✅Tasks5⏱️Time💳Billing5📑Documents📇Contacts🔍Conflict🛡️Audit
Practice overview

Good morning, Margaret

You have 5 overdue tasks and 1 matter within 90 days of limitation. Everything else is on track.

Record time Open matter
Active matters
11
14 clients on the books
Overdue tasks
5
Oldest 8 days past due
Limitation risk
1
Matters inside 90 days
Unbilled work in progress
£11.9k
97 unbilled entries
Outstanding bills
£17.3k
£7,431 past due
Hours this month
16.6
98% billable · £0 billed

Limitation & statutory deadlines

All matters
Dates that end a claim if missed. Shown from six months out because that is when protective proceedings should already be in contemplation.
MatterClientConductExpiresRemaining
Harrison v Meridian Logistics Ltd — road traffic accident
2025-0147
Mr Nathan HarrisonPR28 Oct 202647 days

Overdue

All tasks
TaskMatterAssignedDuePriority
Chase Thornfield Rowe for response to Part 36 offer2025-0147PR8 days overdueHigh
Obtain outstanding address verification from client (AML)2025-0182SM6 days overdueHigh
Send interim bill to client2025-0119TO4 days overdueMedium
Chase respondent replies to questionnaire2025-0163EF3 days overdueHigh
Decide whether to issue Part 7 proceedings2025-0176PR1 day overdueHigh

Next fourteen days

TaskMatterAssignedDueStatus
Advise client on settlement agreement terms and sign off2025-0188EFTodayIn progress
Prepare completion statement and requisitions on title2025-0171TOTomorrowNot started
Diarise protective claim form if no settlement — limitation2025-0147MAin 2 daysNot started
Prepare disclosure list for mutual exchange2025-0158PRin 3 daysIn progress
Chase drainage and water search2025-0171SMin 4 daysNot started
Apply to court for a new tenancy if terms not agreed2025-0119TOin 5 daysNot started
Review revised turn of shareholders agreement from Latimer Croft2025-0104DVin 6 daysNot started
Advise client on supply agreement liability caps2025-0201TOin 7 daysIn progress