BuildNGoLaw
WebsiteClient portalStaff admin
Get started

Legacy Operating Desk

Households, assets, fiduciaries, documents, reviews, and vault permissions.

EH
Active households
24
3 this month
Assets under advisement
$482.7M
6.4% this month
Documents in progress
37
8 this month
Annual reviews due
11
next 30 days
Firm OS module

Deadline engine and calendars

Rule-based deadlines from trigger dates, reminders at 30/14/7/3/1 days, and calendar feeds for Apple, Google and Outlook.

Rules cite sources and carry a verify flag
Upcoming deadlines
  • Notice to beneficiaries (60 days, verify)
    26-0301 · Sat, 17 Oct 2026
    in 3d
  • Funding check-in
    26-0307 · Thu, 22 Oct 2026
    in 8d
  • Creditor claim period (verify)
    26-0301 · Mon, 26 Oct 2026
    in 12d
  • Notice to beneficiaries (60 days, verify)
    26-0310 · Tue, 27 Oct 2026
    in 13d
  • Annual review reminder
    26-0307 · Sat, 31 Oct 2026
    in 17d
  • Creditor claim period (verify)
    26-0310 · Thu, 05 Nov 2026
    in 22d
Calculate from a trigger date

Changing a trigger date recalculates every dependent deadline and logs who changed it. Each rule shows its source and a verify-before-relying flag.

Calendar feed (open standard)
https://your-firm.example/calendar/feed/9f3a7c21.ics
30d reminder14d reminder7d reminder3d reminder1d reminder