Daily operations
Operator Daily Queue
A role-aware daily board for owner/admin, staff, paralegals, attorneys, referral review, payment reconciliation, support follow-up, upload quality, AI escalations, and finalization holds.
Launch rhythm
Daily closeout questions
- Which paid customers are blocked?
- Which payment/referral/reward items require owner approval?
- Which uploads need quality or malware/OCR review?
- Which matters require attorney engagement gate review?
- Which finalization requests must stay locked?