Workflow
Tasks & deadlines
Everything the firm owes somebody, grouped by how soon it is owed.
Overdue
5
Oldest 8 days past due
Due today
1
Due this week
7
High priority open
13
Add a task
Overdue (5)
| Task | Matter | Client | Assigned | Due | Priority | Status | |
|---|---|---|---|---|---|---|---|
Chase Thornfield Rowe for response to Part 36 offer Third chaser. Escalate to Rebecca Ingram directly if no response. | 2025-0147 | Mr Nathan Harrison | PR | 03 Sept 2026 8 days overdue | High | Not started | |
Obtain outstanding address verification from client (AML) File cannot progress to issue until CDD is complete. Fourth request. Consider declining to act if not provided. | 2025-0182 | Ms Fiona Dalgleish | SM | 05 Sept 2026 6 days overdue | High | Not started | |
Send interim bill to client | 2025-0119 | Meridian Care Homes Ltd | TO | 07 Sept 2026 4 days overdue | Medium | Not started | |
Chase respondent replies to questionnaire | 2025-0163 | Mrs Caroline Whitcombe | EF | 08 Sept 2026 3 days overdue | High | In progress | |
Decide whether to issue Part 7 proceedings | 2025-0176 | Northfield Joinery Ltd | PR | 10 Sept 2026 1 day overdue | High | In progress |
Due today (1)
| Task | Matter | Client | Assigned | Due | Priority | Status | |
|---|---|---|---|---|---|---|---|
Advise client on settlement agreement terms and sign off Employer offer expires in 2 days. | 2025-0188 | Ms Louise Greenhalgh | EF | 11 Sept 2026 Today | High | In progress |
This week (7)
| Task | Matter | Client | Assigned | Due | Priority | Status | |
|---|---|---|---|---|---|---|---|
Prepare completion statement and requisitions on title | 2025-0171 | Mr & Mrs S. Bradshaw | TO | 12 Sept 2026 Tomorrow | High | Not started | |
Diarise protective claim form if no settlement — limitation Limitation expires in under two months. Do not allow this to slip. Draft claim form to be ready regardless of settlement position. | 2025-0147 | Mr Nathan Harrison | MA | 13 Sept 2026 in 2 days | High | Not started | |
Prepare disclosure list for mutual exchange | 2025-0158 | Ms Adaeze Okafor | PR | 14 Sept 2026 in 3 days | High | In progress | |
Chase drainage and water search | 2025-0171 | Mr & Mrs S. Bradshaw | SM | 15 Sept 2026 in 4 days | Medium | Not started | |
Apply to court for a new tenancy if terms not agreed Statutory deadline. Missing it terminates the tenancy — no relief available. | 2025-0119 | Meridian Care Homes Ltd | TO | 16 Sept 2026 in 5 days | High | Not started | |
Review revised turn of shareholders agreement from Latimer Croft | 2025-0104 | Kestrel Analytics Ltd | DV | 17 Sept 2026 in 6 days | Medium | Not started | |
Advise client on supply agreement liability caps | 2025-0201 | Stanmore Fabrication Ltd | TO | 18 Sept 2026 in 7 days | Medium | In progress |
Later (10)
| Task | Matter | Client | Assigned | Due | Priority | Status | |
|---|---|---|---|---|---|---|---|
Brief counsel for FDR and send instructions | 2025-0163 | Mrs Caroline Whitcombe | MA | 20 Sept 2026 in 9 days | High | Not started | |
Consider orthopaedic addendum on receipt | 2025-0147 | Mr Nathan Harrison | PR | 21 Sept 2026 in 10 days | Medium | Not started | |
Confirm site visit arrangements with surveyor Blocked pending completion of AML on the client file. | 2025-0182 | Ms Fiona Dalgleish | SM | 23 Sept 2026 in 12 days | Low | Blocked | |
Draft estate accounts for approval | 2025-0129 | Estate of Mrs Doris E. Pemberton (dec.) | EF | 25 Sept 2026 in 2 weeks | Medium | Not started | |
Quarterly file review — open matters over 6 months old Lexcel requirement. Sample 10% of open files. | Firm-wide | — | MA | 29 Sept 2026 in 3 weeks | Medium | Not started | |
File SH01 return of allotment at Companies House | 2025-0104 | Kestrel Analytics Ltd | SM | 05 Oct 2026 in 3 weeks | High | Not started | |
Review whether Atherstone refinance should resume or close | 2025-0092 | Atherstone Property Holdings Ltd | DV | 08 Oct 2026 in 4 weeks | Low | Not started | |
Draft claimant witness statement | 2025-0158 | Ms Adaeze Okafor | PR | 09 Oct 2026 in 4 weeks | Medium | Not started | |
Prepare and lodge SDLT return | 2025-0171 | Mr & Mrs S. Bradshaw | SM | 14 Oct 2026 in 5 weeks | High | Not started | |
Renew professional indemnity insurance — obtain quotes | Firm-wide | — | DV | 22 Oct 2026 in 6 weeks | High | Not started |