Matter Pulse Dashboard

Quiet operational signals from fictional seed data. Nothing is sent automatically.

8 of 8 matters shown

Active matters8

High-risk matters3

Possible stale matter3

Review required4

Billing prompt4

Commitment due4

Blocked commitments2

Upcoming deadlines5

Demo guide: complete the static MatterPulse path

Open the Demo matter badge near the top of this dashboard.
Review the stale communication signal and next clean move.
Draft a client update from the matter page. Nothing is sent.
Approve the draft in the Review Queue when the wording is acceptable.
Confirm the billing prompt only after verifying or entering real time.
Use Limited Focus Mode to complete one small action.
Open the Audit Log and confirm the local session entries.

Risk levelResponsible userMatter typeSort by

Communication recommendedUpcoming deadlineBilling promptReview required

Riverbend Vendor Dispute

Riverbend Foundry LLC

critical

Demo matterCommunication recommendedReview requiredCommitment dueClient waitingBilling prompt

Matter type: Pre-litigation dispute
Responsible attorney: Avery Monroe
Responsible staff: Jordan Ellis, Morgan Hale
Status: blocked
Phase: investigation
Last activity: May 14, 2026
Last client communication: Apr 29, 2026
Next deadline: May 19, 2026 · Demand response draft due

Next clean move

Draft a short client update that names the missing purchase-order exhibit, route it for attorney review, then confirm the billing prompt only if the real duration is known.

2Open commitments2Commitment due2Blocked items1Review required

Possible stale matter. Last client communication was Apr 29, 2026.

View Matter Pulse Draft Client Update Add Commitment Capture Time

Harbor Contract Review

Harbor Lantern Cooperative

high

Communication recommendedReview requiredCommitment dueBilling prompt

Matter type: Commercial contract
Responsible attorney: Avery Monroe
Responsible staff: Jordan Ellis, Riley Chen
Status: needs review
Phase: negotiation
Last activity: May 13, 2026
Last client communication: May 3, 2026
Next deadline: May 22, 2026 · Counterparty redline response window

Next clean move

Attorney review of negotiation update before the client receives a status note.

1Open commitments1Commitment due0Blocked items1Review required

Possible stale matter. Last client communication was May 3, 2026.

View Matter Pulse Draft Client Update Add Commitment Capture Time

Bluebird Grant Compliance Filing

Bluebird Housing Initiative

high

Communication recommendedReview requiredCommitment dueBilling prompt

Matter type: Nonprofit compliance
Responsible attorney: Avery Monroe
Responsible staff: Riley Chen
Status: needs review
Phase: filing
Last activity: May 13, 2026
Last client communication: May 1, 2026
Next deadline: May 20, 2026 · Compliance filing target

Next clean move

Attorney review of compliance filing checklist before board update.

1Open commitments1Commitment due0Blocked items1Review required

Possible stale matter. Last client communication was May 1, 2026.

View Matter Pulse Draft Client Update Add Commitment Capture Time

Copper Mill Workplace Policy

Copper Mill Bakery

medium

Client waiting

Matter type: Employment policy
Responsible attorney: Avery Monroe
Responsible staff: Morgan Hale
Status: active
Phase: drafting
Last activity: May 12, 2026
Last client communication: May 12, 2026
Next deadline: No upcoming deadline

Next clean move

Check policy draft against attorney comments and prepare human-reviewed client update.

1Open commitments0Commitment due2Blocked items0Review required

View Matter Pulse Draft Client Update Add Commitment Capture Time

Pinecrest Probate Administration

Estate of Rowan Pinecrest

medium

Review required

Matter type: Probate administration
Responsible attorney: Avery Monroe
Responsible staff: None assigned
Status: active
Phase: administration
Last activity: May 12, 2026
Last client communication: May 6, 2026
Next deadline: Jun 2, 2026 · Inventory packet review

Next clean move

Confirm inventory draft is complete before family status update.

0Open commitments0Commitment due0Blocked items1Review required

View Matter Pulse Draft Client Update Add Commitment Capture Time

Oakline Lease Renewal

Oakline Market Group

medium

Matter type: Commercial real estate
Responsible attorney: Avery Monroe
Responsible staff: Jordan Ellis
Status: active
Phase: drafting
Last activity: May 14, 2026
Last client communication: May 14, 2026
Next deadline: May 28, 2026 · Renewal notice review target

Next clean move

Prepare renewal-options issue list and confirm notice calendar.

1Open commitments0Commitment due0Blocked items0Review required

View Matter Pulse Draft Client Update Add Commitment Capture Time

Silver Arch Service Agreement

Silver Arch Design Studio

low

Billing prompt

Matter type: Service agreement
Responsible attorney: Avery Monroe
Responsible staff: Morgan Hale
Status: closing
Phase: closing
Last activity: May 14, 2026
Last client communication: May 13, 2026
Next deadline: No upcoming deadline

Next clean move

Send closing note after final time entries are checked.

0Open commitments0Commitment due0Blocked items0Review required

View Matter Pulse Draft Client Update Add Commitment Capture Time

Summit Intake Follow-up

Summit Field Services

low

Matter type: Business intake
Responsible attorney: Avery Monroe
Responsible staff: None assigned
Status: waiting
Phase: intake
Last activity: May 8, 2026
Last client communication: May 10, 2026
Next deadline: No upcoming deadline

Next clean move

Wait for requested documents, then route intake summary for attorney review.

1Open commitments0Commitment due0Blocked items0Review required

View Matter Pulse Draft Client Update Add Commitment Capture Time

MatterPulse

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Preparing the static MVP view. No external service is being contacted.