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
Your server and email
Your firm's own private server, backups and professional mailboxes, run for you. Nothing from any other client lives on it.
Included with every care plan · sample data
Private virtual serverOnline
Isolated for Harborview Estate Law: no other client's website, data or software runs on it. Never hosted on our own company servers.
Uptime, 90 days
99.98%
Last backup
3:12 AM
Next patch window
Sun 2:00 AM
Care plan
Command Care
CPU18%
Memory46%
Disk31%
Backups (kept 30 days, stored off the server)
- Today 3:12 AM 418 MBCopied off-site, encrypted
- Yesterday 3:10 AM 416 MBCopied off-site, encrypted
- Mon 3:11 AM 409 MBWeekly test restore passed
- Sun 3:09 AM 407 MBCopied off-site, encrypted
Professional email @harborviewestatelaw.example
- [email protected] Intake desk3.1 of 15 GB
- [email protected] M. Hale8.4 of 15 GB
- [email protected] S. Rivera5.2 of 15 GB
- [email protected] J. Brooks2.7 of 15 GB
- [email protected] Billing1.9 of 15 GB
- [email protected] K. Ahmed4.6 of 15 GB
This week: 312 spam messages blocked, 4 phishing attempts quarantined (sample).