Principal dashboard
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Open matters
Active across all practices
Deadlines ≤ 7d
T0 / T1 / T2 within 7 days
Intake today
New intakes (last 24h)
Pipeline value
Total active pipeline
Intel velocity
Tickers flagged by 2+ firms
Lien savings
YTD client take-home recovered
Weekly scorecard
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Possible duplicates
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Today
Imminent deadlines, next 7 days
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Unclassified matters, Clio practice area not mapped
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Set the practice area in Clio; the next Clio webhook lifts the matter out of unclassified. A matter that already carries a real practice is never rewritten by the sync.
Pinned matters
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Open matters by practice × tier
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Upcoming deadlines
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| Matter | Authority | Deadline | Days | Severity |
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Pipeline
Fee pipeline forecast — next 4 quarters
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Forecast is a model — actual cash flow depends on timing of resolutions + lien outcomes.
Marketing attribution — YTD
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Leads come from intakes.source_channel; matters from
intake_source_channel; fees from mootness-fee collections today
(Clio Accounting once that integration lands). Spend pulled
nightly from CallRail; LSA + manual entered through Bob.
| Channel | Leads | Matters opened | Closed (won) | Fees collected | Spend | CPA | ROAS |
|---|
PACER watches
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Federal-court docket monitor; cases poll every 4h. Manage
watches on App 6 (Securities).
| Case | Court | Last checked | Entries (7d) |
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SEO rankings — last 30 days
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Google organic rank for amparolawfirm.com on NYC-local PI
queries, pulled nightly via SerpAPI (Brooklyn-pinned). Drops
of more than 3 positions vs the 7-day moving average ping
Slack #marketing.
| Keyword | Rank | 7d | 30d | Top competitor |
|---|
Operations
Cross-practice agents
Cross-practice agents launch in place. Practice-bound agents are on each operator dashboard.
AI spend — month to date
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Top matters and daily trend
Top 10 matters by spend
Daily trend
Appellate digest — yesterday
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Vendor spend & subscriptions
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| Vendor | Category | Monthly | Actual MTD | Seats (used/lic) | Contract end | Notes |
|---|---|---|---|---|---|---|
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Source-of-truth fields (contract end, seats licensed/used) edited in
Export CSV ↓
vendor_subscriptions; actuals reconciled nightly from QBO/Mercury.
Audit log · recent API activity
Powers NY RPC 1.6 / 1.15(d) / 1.18 diligence on who touched what
data when. 'Recent' = last 90 days hot; 'Archive' = full
historical retention going back 7 years.
| Time | Method | Path | Principal | Status | Elapsed (ms) |
|---|---|---|---|---|---|
| Click "Show audit log" to load entries. | |||||