Urgent messages
3
Awaiting review
Overdue tasks
5
Past due date
Open tasks
18
Across all staff
New inquiries
4
Last 24 hours
Recent messages
09:14Urgent
08:52Email
08:31Urgent
07:55Pending
Follow-ups due today
| Client | Matter | Assigned |
|---|---|---|
| Carlos Ferreira | Divorce proceedings | Rita Silva |
| Empresa Lopes SA | Contract review | João Pereira |
| Sofia Lopes | Property transfer | Ana Monteiro |
| TechStart Lda | Employment dispute | Rita Silva |
Tasks by status
In progress8
Pending5
Overdue5
09:14Urgent
08:52Pending
08:31Urgent
07:55Pending
YesterdayReviewed
Carlos Ferreira
WhatsApp · +351 912 345 678 · Today 09:14 · Português
Urgent
Pending review
Bom dia, queria saber o estado do processo de divórcio. Já passaram 3 semanas desde a última atualização e estou muito ansioso. Também precisava de falar sobre a partilha dos bens, especialmente o apartamento em Lisboa. É urgente porque a minha ex-esposa quer assinar os papéis esta semana.
AI suggestion — awaiting your review
Primary areaFamily law — divorce
SecondaryProperty law
Confidence94%
PriorityHigh
Urgency reasonDeadline mentioned (this week)
LanguagePortuguese
Suggested actionContact client, schedule meeting
/
Carlos Ferreira
CF
Carlos Ferreira
CLI-0041 · Responsible: Rita Silva
Active
Family law
WhatsApp preferred
Last contact: Today
Overview
Messages (4)
Tasks (3)
Matters (1)
Documents
Notes
Recent activity
Urgent WhatsApp message received
Today 09:14
Task assigned to Rita Silva
Yesterday 16:30
Matter opened: Divorce proceedings
3 weeks ago
Open tasks
Schedule meeting re: propertyOverdue
Prepare asset division summaryHigh
Reply to today's WhatsAppUrgent
Divorce proceedings — Ferreira v Ferreira
MAT-2024-0089 · Carlos Ferreira · Rita Silva
ActiveHighFamily law
4 messages3 open tasksLast activity: Today
Property transfer — Av. da Liberdade apartment
MAT-2024-0091 · Sofia Lopes · Ana Monteiro
ActiveMediumProperty law
2 messages2 open tasksLast activity: Today
Employment contract dispute — Santos v Empresa Alpha
MAT-2024-0094 · Miguel Santos · João Pereira
ActiveUrgentLabour law
1 message2 open tasksLast activity: Today
Company incorporation — BeatrizTech Lda
MAT-2024-0096 · Beatriz Costa · João Pereira
ActiveLowCorporate
1 message1 open taskLast activity: Today
New inquiries (this month)
24
+6 vs last month
Avg first response
4.2h
Target: under 2h
Overdue tasks
5
Requires attention
Messages by channel
WhatsApp58%
Email42%
Requests by legal area
Family law34%
Property law28%
Corporate22%
Labour law16%
Open tasks by employee
| Employee | Open | In progress | Overdue | Completed this month |
|---|---|---|---|---|
| Rita Silva | 7 | 4 | 2 | 11 |
| João Pereira | 6 | 3 | 2 | 9 |
| Ana Monteiro | 5 | 1 | 1 | 14 |
User management
Add, edit or deactivate staff accounts and roles
Organisation
Firm name, logo, billing and plan settings
Email integration
Connected via n8n
WhatsApp integration
Partial — in setup
Notifications
Email, browser push and WhatsApp alerts
AI settings
Confidence thresholds, language model config
Data retention
Retention periods and deletion policies
Audit logs
Full history of all system actions and changes
Language
Interface in English or Português