Firm operations workspace

Family Matters

Custody schedules, support documents, court dates, safety flags, and protected notes in one workspace.

New inquiries
34
last 30 days
Active matters
76
across 5 attorneys
Court dates
18
next 7 days

What the firm team uses after the inquiry comes in.

A firm-owned workspace for Summit Family Law: qualified inquiries, active matters, calendar events, secure vault items, handoffs, notes, and performance reporting in one secure system.

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Secure

Family Matters

Custody schedules, support documents, court dates, safety flags, and protected notes in one workspace.

Family law team view
Sensitive matter command center
Operations workspace

Summit Family Law

New inquiries
34
last 30 days
Active matters
76
across 5 attorneys
Court dates
18
next 7 days
Safety flags
3
attorney review

Inquiries

Live demo records for family law operations.

3 open

Sofia Morales

priority

Divorce and custody, two children

Source: Private intakeStage: Temporary orders neededValue: Consult booked

Lauren Bennett

urgent

Post-decree relocation dispute

Source: Custody pageStage: High-conflict notes restrictedValue: Partner assigned

The Andersons

standard

Support modification after job loss

Source: Organic searchStage: Document request sentValue: Retainer review
Custody calendars
41

Active parenting schedules

Support packets
12

Awaiting financial records

Safety reviews
3

Attorney review today

Active Matters

2 in workspace
Sofia Morales

Temporary orders needed - Prepare parenting schedule

Consult booked
Lauren Bennett

High-conflict notes restricted - Review travel notice deadline

Partner assigned

Calendar

Jun 18
Morales temporary orders
9:00 AM - Summit
Jun 18
Anderson status conference
2:00 PM - Associate Kim
Jun 20
Bennett relocation response
11:00 AM - Partner review

Vault

Marketing ROI

Top sourceCustody resource page
Conversion37%
Response16 minutes

Custody and support pages convert best when consultation length is selected during intake.

Task Queue

Prepare temporary-order checklist
Request tax returns
Restrict high-conflict notes
Confirm exchange schedule