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
Time, billing and payments
Timers, expenses, rate cards, pre-bills, invoices with payment links on your own processor, LEDES export and A/R aging.
Basic invoicing in Command · full suite in Platform or add-on
Timer
00:00:00
The timer keeps running across reloads and devices in the real system.
WIP
$1,720.00
A/R 30+
$18,240.00
Realization
91%
Unbilled time
| Matter | Activity | Hours | Amount |
|---|---|---|---|
| 26-0301 | Trust drafting | 1.5 | $600.00 |
| 26-0307 | Client meeting, plan review | 0.6 | $240.00 |
| 26-0310 | Funding assistance | 2.2 | $880.00 |