OPERATIONS · PRIVATE WORKSPACE
Overview
Setup required
Private sign-in
Use the account manually created and authorized in Supabase. Self-registration is intentionally unavailable.
Prospects0
Open matters0
Open tasks0
Needs review0
My attention queue
Quick actions
All external communications require your approval; no email is sent from this starter.
New contact
Contact directory
New prospect / matter
New matters always begin as prospects. Conflict screening and engagement require attorney review.
Matter register
New task
Pending tasks
Attorney approvals
Queue for conflict determinations, proposed deadlines, invoices, outbound email, and documents. This starter shows pending records but does not implement sending or legal deadline calculations.
AI Assistant Fictional data only
Talk normally. The assistant can summarize contacts, matters and tasks, and prepare one new task or contact at a time for your approval. No emails or legal decisions.
Assistant
Hey! Ask me about your test matters or tell me to prepare an admin task.