All Clients
Review submissions and manage client onboarding
Recent Submissions
Documents Received
All files uploaded by clients during onboarding
Action Required
Clients that need immediate attention
Pipeline
Lead progression across all stages
All Leads
Searchable, filterable leads table
| Client | Type | Services | Est. Fee | Docs | Status | Submitted |
|---|
Analytics
Firm-wide lead and conversion insights
Leads by Client Type
Leads by Status
Top Services Selected
Estimated Revenue by Client Type (pa)