Good morning, Alex
Here’s what’s happening at Morgan & Associates today.
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LEGAL CRM DASHBOARD
October 6, 2026 Customize
Total matters
128
12% vs. last month
Active matters
86
8% vs. last month
Open invoices
24
10% vs. last month
Unpaid balance
$98,420.50
6% vs. last month
Billable hours · MTD
352.8
15% vs. last month
Matters overview
View matters →128Total matters
Litigation42
Corporate28
Estate planning22
Real estate18
Employment10
Other8
Status
Intake12
In progress86
Pending18
On hold7
Closed5
Matter activity
This weekNew matters7
Documents added42
Tasks completed18
Upcoming events
View calendar →OCT06
Client meeting
Johnson vs. Smith
10:00 AM – 11:00 AMOCT06
Court hearing
State vs. Michael Brown
1:30 PM – 2:30 PMOCT07
Document review
Acme Corp. contract
9:00 AM – 10:00 AMOCT08
Settlement conference
Davis vs. Wilson
11:00 AM – 12:00 PMRecent matters
View all matters →| Matter / client | Type | Attorney | Status |
|---|---|---|---|
| Johnson vs. Smith Robert Johnson | Litigation | A. Morgan | In progress |
| Acme Corp. contract Acme Corporation | Corporate | S. Davis | In progress |
| Williams estate plan Linda Williams | Estate planning | J. Brown | Pending |
| Davis vs. Wilson Mark Davis | Litigation | A. Morgan | In progress |
| TechStart setup TechStart Inc. | Corporate | S. Davis | Intake |
Time & billing summary
This monthBillable hours352.8↑ 15% vs. last month
Billed amount$184,250↑ 11% vs. last month
Collected$122,430↑ 9% vs. last month
HOURS BY ATTORNEY
Alex Morgan128.5
Sarah Davis96.0
James Brown72.3
Jessica White56.0
My tasks
View allReview discovery documentsJohnson vs. SmithOct 6
Draft client agreementAcme Corp. contractOct 7
Prepare for hearingState vs. Michael BrownOct 8
Update estate planWilliams estate planOct 9
+ Add new taskInvoices overview
This month24Open invoices
0–30 days12
31–60 days7
61–90 days3
90+ days2
Recent documents
View all| Document | Matter | Uploaded by | Date |
|---|---|---|---|
| Complaint.pdf | Johnson vs. Smith | Alex Morgan | Oct 6, 2026 |
| Contract agreement.docx | Acme Corp. contract | Sarah Davis | Oct 5, 2026 |
| Estate plan.pdf | Williams estate plan | James Brown | Oct 5, 2026 |
| Discovery response.pdf | Davis vs. Wilson | Alex Morgan | Oct 4, 2026 |
| Corporate bylaws.docx | TechStart setup | Sarah Davis | Oct 3, 2026 |
Revenue overview
This year$1,245,600↑ 14% vs. last year