Legacy Operating Desk
Households, assets, fiduciaries, documents, reviews, and vault permissions.
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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
Security, audit and ownership
MFA, immutable audit trail, ethical walls, device sessions, retention and a one-click export of everything you own.
MFA + audit log in Command · full pack in Platform or add-on
Two-factor sign-in
- M. Hale Partner
- S. Rivera Paralegal
- J. Brooks Associate
- K. Ahmed Intake
Active sessions
- Chrome · Windows · Lancaster, CA (this device)
- Safari · iPhone · Lancaster, CA
- Chrome · Mac · Los Angeles, CA
Audit log (cannot be edited)
- 09:14M. Hale Downloaded Okafor_Demand_v3.pdf
- 09:02S. Rivera Signed in (MFA verified, Chrome on Windows)
- 08:47System Backup completed and copied off-site, 412 MB
- YesterdayK. Ahmed Changed role for J. Brooks to Associate
Your data and code belong to you
One click produces a complete copy of your database, uploaded files and the source code, so you can host it anywhere or hand it to any developer. No vendor can hold it hostage.