Dashboard
Firm-wide caseload overview and performance metrics.
Open Matters
Pending Tasks
Upcoming Hearings
Pending Documents
Probate Performance KPIs
Aging New Matters
Intake/review > 25 days, unfiled
Time to Intake Form
Median days to intake submission (12 mo)
Intake < 10 Days
% of intakes completed under 10 days
Time to File
Median days from intake to filing
Time to Letters
Median days, filing to letters (full admin)
Closing Duration
Median days matters spend in closing
Closed Near Deadline
% closed within 60 days of deadline
Aging: Need Closing
Full admin past deadline or 12+ mo
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