AT
Atticus
LEGALADMINISTRATOR.AILegal Administrator — the supervising layer between you and the staff. The staff wait for work; Atticus looks for it.
127
Items reviewed
9
Work assigned
7
Exceptions open
Good morning, Counselor.
I reviewed the firm at 6:02 AM — 127 items across every department. Here's what happened, what I've already handled, and what needs you.
Yesterday
- ▲5 new leads arrived; Pearl answered every call in under a second
- •2 consultations were booked (Whitfield Friday 2:00, Ramirez pending your take/pass)
- ▼1 lead has not been contacted within your 1-hour standard (Elaine Brooks)
- ▼1 engagement agreement remains unsigned after 3 days (Marcus Chen)
- ▼$7,450 in invoices is now more than 30 days overdue (Bright Path, Boone)
- ▼2 matters have had no activity in 30+ days (Willis 41d, Fontaine 34d)
- •6.4 hours captured; 3.4 hours of drafts await your approval
- ▲Marshall collected $475 on the Whitfield payment plan
- ▼Payroll is tracking at 57% of revenue against your 45% target
Actions I already assigned
PEPearlCalling Elaine Brooks (untouched lead) this morningIn progress
MAMarlowe3rd nudge on the Chen engagement agreement, phone + emailIn progress
MRMarshallDrafted reminders for both 30+ day invoices✓ Done
CACaseyStatus investigation on Willis and Fontaine, reports due noonIn progress
QUQuinnCut the Kessler Logistics monthly invoice✓ Done
SUSuttonConsolidated interviewer feedback on the paralegal finalist — recommendation in your queue✓ Done
Your approval is needed on 5 decisions
- • Escalate the Willis UM claim
- • Escalate the Boone account (59 days past due, $1,250)
- • Revised intake script
- • Reassign day-to-day handling of Fontaine and Willis
- • Open an Intake Coordinator role
Firm KPIs
Intake conversion
29%
target 40%
Off target
Lead response
48 sec
target < 1 hr
On target
Payroll % of revenue
57%
target 45%
Off target
Client touch cadence
100%
target every 14d
On target
Stale matters
2 of 23
target 0
Off target
AR past 30 days
$7,450
target $0
Off target