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Good morning, Evelyn · Tuesday, April 15

Three matters are waiting on clients. Everything else is running itself.

Needs attention nowclick a card to open the matter file
Okafor Employment Claim
›
Response brief due Apr 16 at risk — client items outstanding
Response brief due · Apr 16Trust $2,400
Delgado v. Riverside Group
›
Waiting on client documents — chase running
Discovery cutoff · Apr 18Trust $4,100
Marsh Family — Estate Plan
›
Signing meeting Apr 21 at risk — client items outstanding
Signing meeting · Apr 21Trust $3,000
✦Forge impact — this month
View automations →
88
hours saved
$118,400
billings collected
1,080
tasks automated
64
status updates sent
The Firm Ledger · April 2026
$594,700
Billed to date across twelve open matters at 92% realization — while Forge quietly runs the intake, the chase, the reminders, and the invoicing.
12
Open matters
across 3 practices
78%
Utilization
Apr 1–15 · up 4 pts
$15,200
Unbilled WIP
38.0 hrs waiting to bill
$129,000
Held in trust
3 retainers low
Upcoming key datesreminders set at 30 / 14 / 3 daysFull calendar →
16
Apr
Okafor Employment Claim
Litigation · Response brief due
Auto-reminder›
18
Apr
Delgado v. Riverside Group
Litigation · Discovery cutoff
Auto-reminder›
21
Apr
Marsh Family — Estate Plan
Advisory · Signing meeting
Auto-reminder›
24
Apr
Vertex Systems — Supplier Agreements
Corporate · Redline due
Auto-reminder›
25
Apr
Aster Collective — Partnership Formation
Corporate · State filing
Auto-reminder›
29
Apr
Summit Ridge — IP Dispute
Litigation · Motion hearing
Auto-reminder›
Recommendationstap to ask CounselCore
01
New intakes to review
4 intakes finished — assign lead attorneys.
✦
02
Chase discovery responses
Delgado responses are 6 days outstanding.
✦
03
Invoice unbilled time
38.0 hrs captured but not yet billed.
✦
04
Replenish low retainers
3 trust balances are under $5,000.
✦
Intake pipeline›
8
inquiries in play
2
engaged this month
Halberd Logistics is in conflict check now — the rest advance on their own.
✦  CounselCore AI · reading 12 live matters

Ask CounselCore AI anything about your matters, clients, and deadlines.

Deadlines, documents, time, trust, and billing — live from the firm's files. Operational answers only; it never gives legal advice.
✦
COUNSELCORE AI
Reading your matters live
Good morning, Evelyn — I'm CounselCore. I can see all 12 open matters live: deadlines, documents, time, trust, and billing. Ask me anything operational, or pick a card below.
AutomateHand routine work to the platform
Run the back office
See everything CounselCore already handles on its own.
Ask ✦
Chase outstanding documents
Delgado discovery responses are 6 days outstanding.
Ask ✦
Replenish a low retainer
Okafor trust is down to $2,400.
Ask ✦
DraftReady-to-send, under your name
Client status update
A plain-English note for Kwan Holdings.
Ask ✦
Invoices from unbilled time
38 hours captured and waiting to be billed.
Ask ✦
Send an engagement letter
E-signed, tracked, and filed — hands free.
Ask ✦
Book a consult
Scheduling link, invites, and a prep brief.
Ask ✦
AnalyzeThe numbers behind the practice
Utilization & realization
Billable hours against available, by practice.
Ask ✦
Matters needing attention
Risk-ranked, each with the reason why.
Ask ✦
Unbilled WIP
$15,200 across 8 matters, ready to bill.
Ask ✦
Trust account health
$129,000 held · 3 retainers running low.
Ask ✦
Look upAnything in the firm’s files
Upcoming deadlines
Every key date inside the next three weeks.
Ask ✦
The intake pipeline
8 inquiries across 5 stages.
Ask ✦
The e-sign board
4 documents out for signature right now.
Ask ✦
A single matter
Health, billing, trust, documents, next key date.
Ask ✦
What I can automate for you
Running for Calder & Wynn today
Client intake & onboarding11 hrs/mo
Document collection & chase16 hrs/mo
Matter status updates12 hrs/mo
Billing & invoicing14 hrs/mo
Deadline & court-date reminders8 hrs/mo
E-sign engagement letters6 hrs/mo
Conflict checks5 hrs/mo
88 hours handed back to the firm this month. Every one of these was built custom by Forge — and yours would be too.
✦CounselCore AI answers from the firm's own matters, calendar, trust ledger, and billing — sample data in this demo. It handles operations; your attorneys handle the law.