Workflow
Tasks & deadlines
Everything the firm owes somebody, grouped by how soon it is owed.
Overdue
5
Oldest 9 days past due
Due today
1
Due this week
8
High priority open
14
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Overdue (5)
| Task | Matter | Client | Assigned | Due | Priority | Status | |
|---|---|---|---|---|---|---|---|
Follow up with Hartley Vance on settlement demand Third follow-up. Escalate to Ms. Sloane directly. | 2025-0147 | Mr. Ramon Delgado | DR | Sep 11, 2026 9 days overdue | High | Not started | |
Obtain signed engagement letter from client Fourth request. No substantive work until returned. Consider declining the representation. | 2025-0182 | Ms. Fiona Dalgleish | TB | Sep 13, 2026 7 days overdue | High | Not started | |
Send interim invoice to client | 2025-0119 | Meridian Senior Living LLC | AK | Sep 15, 2026 5 days overdue | Medium | Not started | |
Move to compel respondent discovery responses | 2025-0163 | Ms. Christine Halvorsen | AK | Sep 16, 2026 4 days overdue | High | In progress | |
File response to motion to dismiss setoff count | 2025-0176 | Stanmore Fabrication LLC | PN | Sep 18, 2026 2 days overdue | High | In progress |
Due today (1)
| Task | Matter | Client | Assigned | Due | Priority | Status | |
|---|---|---|---|---|---|---|---|
Advise client on severance terms and OWBPA period Consideration period expires in 2 days. | 2025-0188 | Ms. Louise Greenhalgh | DR | Sep 20, 2026 Today | High | In progress |
This week (8)
| Task | Matter | Client | Assigned | Due | Priority | Status | |
|---|---|---|---|---|---|---|---|
Confirm clear-to-close before mortgage contingency lapses Client loses earnest money protection if this date passes without an extension. | 2025-0171 | Mr. & Mrs. Simon Bradshaw | AK | Sep 22, 2026 in 2 days | High | Not started | |
Calendar protective filing ahead of limitations date Statute runs in under 60 days. Any amendment adding a party must be filed before then. | 2025-0147 | Mr. Ramon Delgado | EW | Sep 23, 2026 in 3 days | High | Not started | |
Serve Rule 26(a)(1) initial disclosures | 2025-0158 | Ms. Adaeze Okonjo | DR | Sep 24, 2026 in 4 days | High | In progress | |
Chase payoff letter on unreleased 2009 mortgage | 2025-0171 | Mr. & Mrs. Simon Bradshaw | TB | Sep 25, 2026 in 5 days | Medium | Not started | |
Deliver written notice exercising renewal option No cure provision in the lease. Miss it and the option lapses. | 2025-0119 | Meridian Senior Living LLC | AK | Sep 26, 2026 in 6 days | High | Not started | |
Prepare client for deposition | 2025-0147 | Mr. Ramon Delgado | DR | Sep 26, 2026 in 6 days | High | Not started | |
Advise on limitation of liability in supply agreement | 2025-0201 | Stanmore Fabrication LLC | AK | Sep 26, 2026 in 6 days | Medium | In progress | |
Review revised Series A turn from Kestrel Mahoney | 2025-0104 | Kestrel Analytics, Inc. | MC | Sep 27, 2026 in 7 days | Medium | Not started |
Later (9)
| Task | Matter | Client | Assigned | Due | Priority | Status | |
|---|---|---|---|---|---|---|---|
File estate inventory with the court | 2025-0129 | Estate of Doris E. Pemberton | TB | Sep 30, 2026 in 10 days | Medium | Not started | |
Prepare pretrial memorandum | 2025-0163 | Ms. Christine Halvorsen | EW | Oct 02, 2026 in 12 days | High | Not started | |
Schedule survey and site inspection Blocked pending the signed engagement letter. | 2025-0182 | Ms. Fiona Dalgleish | TB | Oct 04, 2026 in 2 weeks | Low | Blocked | |
Quarterly file review — matters open over six months Sample 10% of open files. | Firm-wide | — | EW | Oct 07, 2026 in 2 weeks | Medium | Not started | |
Evaluate motion for partial summary judgment | 2025-0176 | Stanmore Fabrication LLC | PN | Oct 09, 2026 in 3 weeks | Medium | Not started | |
Draft Rule 213(f)(3) expert disclosures | 2025-0147 | Mr. Ramon Delgado | DR | Oct 11, 2026 in 3 weeks | High | Not started | |
File Form D with the SEC | 2025-0104 | Kestrel Analytics, Inc. | TB | Oct 13, 2026 in 3 weeks | High | Not started | |
Review whether Atherstone refinance resumes or closes | 2025-0092 | Atherstone Property Holdings LLC | MC | Oct 16, 2026 in 4 weeks | Low | Not started | |
Renew malpractice coverage — obtain quotes | Firm-wide | — | MC | Oct 29, 2026 in 6 weeks | High | Not started |