Legal practice management

Works like Clio, MyCase or PracticePanther. Run a made-up small firm's week: catch the intake whose other side is a former client and route it, docket three deadlines with their weekend, holiday and mail-service rolls and reminders, enter an attorney's time in tenths, bill two invoices against trust and close a file with a refund and its retention date.

Practice management

Halvorsen & Pike LLP · October 18, 20270 of 5 done right

QuickCruit Legal

Intake

New inquiries. Nobody calls back until the conflict check is done.

Intake IN-0796, Desmond Navarro

not checked

Prospective client: Desmond Navarro
Lives in: Elm Ridge
Other side: Grace Nakamura
Other side lives in: Harrow Glen
Practice area: Family law
Consult with: Theo Draper
Received: Oct 14, 2027

Intake notes

Desmond called about a custody schedule. The other side is Grace Nakamura, of Harrow Glen. Theo took the consult and would handle it.

Conflict check

Clients, former clients and adverse parties

Desmond NavarroGrace Nakamura

Name on file	Searched as	Match	Role	City	Matter	Responsible
Run the check to search both names against every party on file.

Result

Every prospective client and party here is made up for practice.

Halvorsen & Pike LLP

October 18, 2027

Your week at Halvorsen & Pike LLPOscar Stavros, office administrator

Two new intakes. Run conflicts, and nobody calls them back until they clear. Wren Brennan got served with a complaint and the scheduling order on Bianca Finch came in: every deadline on the calendar, reminders set. Theo's Friday time notes need entering. Two invoices get paid from trust this week. Kowalczyk Auto Body LLC is ready to close out.

Reminder lead times and how long we keep closed files are in Policies. The court's rules for counting days are there too.

Halvorsen & Pike LLP is a made-up firm. Its clients, matters, the court and its rules are made up too, and nothing here is legal advice.