Good afternoon, Counselor.
Run your life. Don't carry it.
Quick Access
At a Glance
What's Next
Task Routing
Create · Assign · Track · Close. Nothing falls through.
Bar & CLE
Licenses · Dues · Continuing Education · Accreditation
A lapsed bar license is never an option. Flag renewals at least 60 days out.
CLE Log
| Date | Course | Hours | Type | Jurisdiction |
|---|
Goals & Vision
What you're building.
Health & Wellness
Providers · Appointments · Insurance
| Provider | Type | Last Visit | Next Appt | Notes |
|---|
Self Care
You cannot pour from an empty cup.
| Date | Type | Provider | Cost | Next |
|---|
Travel & Conferences
Trips · Speaking · CLE Events
Private Notes
For your eyes only. Never visible in PA mode.
Key Contacts
Your circle.
PA & PIN Settings
Manage your PINs and control what your assistant can see.
Your Owner PIN
Current PIN: ••••
PA PIN
${`Current PA PIN: •••• `}
Your assistant logs in with this PIN. They only see what you enable below.
Section Access