The screen you land on after signing in.

Quick Glance shows trust health and unbilled time together, computed live, so you do not have to go find either one yourself.

1. 01

   Trust health in three numbers

   Total trust balance across every matter, how many matters have gone dormant for 90 days or more, and how many matters are holding trust money at all, computed from the same ledger the Trust account feature keeps.

   Quick Glance

   Trust balance

   $736,908.00

   Dormant trust

   2

   Matters with trust

   7

2. 02

   Unbilled time, oldest first

   Every entry not yet invoiced. Switch between every individual entry and a per matter rollup, and narrow to only what is older than 5, 10, 15, or 30 days.

   Unbilled time, oldest first

   Smith Family Trust34 days

   Harbord Property Co.22 days

   Walsh Discretionary Trust9 days
3. 03

   Unpaid invoices, sorted oldest first

   Every issued invoice still unpaid, with how much is outstanding in total. A draft under review is not counted here, since that is not yet money a client owes.

   Unpaid invoices, oldest first

   INV-104228 days$4,200.00

   INV-103914 days$1,850.00