Legacy Operating Desk
Households, assets, fiduciaries, documents, reviews, and vault permissions.
Search matters, clients, documents...
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
Finance and productivity reports
A/R aging, WIP, realization, utilization, trust summary and the lead-to-retained funnel. Saved views and scheduled email.
Basic in Command · Analytics & Finance add-on or Platform
Billed
$212,400.00
Last 90 days
Collected
$188,950.00
Last 90 days
Realization
91%
Last 90 days
Utilization
74%
Last 90 days
A/R aging
Current days$61,200.00
31-60 days$18,240.00
61-90 days$6,400.00
90+ days$2,100.00
Lead to retained funnel
Leads214
Consults booked96 · 45%
Retained41 · 19%
Matters closed won29 · 14%