+8.2%
Active Clients
1,284
vs. last 30 days
+3.1%
Open Cases
342
24 due this week
-4.6%
Pending Tasks
87
12 overdue
+2
Today's appointments
18
3 video calls
+12.4%
Revenue (MTD)
$284,910
Goal $340k
Revenue
Monthly billed and collected
Workflow status
Immigration case pipeline
Recent activity
Amelia Chen verified Passport.pdf on Case #IMM-8842
2m ago
David Park added new client Rahul Menon
18m ago
Sofia Alvarez sent an email to Case #IMM-8721
44m ago
System recorded payment for Invoice INV-2044 · $3,400
1h ago
Attorney Review flagged missing form on Case #IMM-8790
2h ago
Today's schedule
Thu, Jul 24
- 09h30mConfirmedRahul MenonConsultation
- 11h00mPendingPriya ShahDocument review
- 13h15mConfirmedMiguel OrtizVideo call
- 15h45mPrepAna RibeiroAttorney sync
Recent clients
Latest updates across your book of business
| Client | Stage | Route | Updated | |
|---|---|---|---|---|
RM Rahul Menon | Documents | IN → US | Today | |
PS Priya Shah | Attorney Review | IN → CA | Yesterday | |
MO Miguel Ortiz | Consultation | MX → US | 2d ago | |
AR Ana Ribeiro | Filed | BR → PT | 3d ago | |
CW Chen Wei | Eligibility | CN → AU | 4d ago |
Team performance
This month
- ACAmelia ChenSenior attorney42 cases
- DPDavid ParkCase manager38 cases
- SASofia AlvarezParalegal51 cases
- MLMarcus LeeCase manager29 cases