⚠ RISK RADAR6 matters need action now
Limitation in 6 days
ZL-1842 · RTA · Fee Earner B
Claim form not issued
Limitation in 11 days
ZL-1903 · EL · Fee Earner A
Awaiting client signature
Limitation in 13 days
ZL-1777 · Clin neg · Fee Earner D
Expert report outstanding
Protocol slipping
ZL-2041 · RTA portal
Stage 2 pack overdue 5 days
Protocol slipping
ZL-2002 · PL
Letter of response deadline passed
Protocol slipping
ZL-1955 · EL
Disclosure due in 2 days
Today's huddle
4
Limitation dates in next 30 days
3
Hearings / trials this week
11
New enquiries to call back
27
Tasks overdue
18
Client calls due today
6
Medical reports received
Gaps to fill
9
Matters with no activity 30+ days
5
Enquiries not contacted (24h+)
3
Unallocated new matters
14
Offers awaiting client instruction
Connected channels
VoIP phone
62
Calls today · 7 missed · 4 voicemails
| Recent activity | Channel | When | |
|---|---|---|---|
| Missed call from client, matter ZL-2041 | VoIP | 09:42 | Call back |
| New RTA enquiry via website form | HighLevel | 09:30 | Contact |
| Client sent photos of injuries | 09:12 | Saved | |
| Insurer reply to offer, ZL-1987 | 08:55 | Review |
Targets this month
72%
New matters signed
36 of 50
36 of 50
41%
Enquiry conversion
36 of 88
36 of 88
64%
Billing vs target
58%
Matters settled
29 of 50
29 of 50
83%
Files reviewed on time
Open matters by type
Opened this month 36 · Closed 29
Enquiry funnel
41%
enquiries become instructions
Top sources: Website 38 · Referral 21 · Google Ads 17 · Facebook 12
Work in progress & debtors
Key dates & limitation
Fee earner targets
88%
Fee Earner A
71%
Fee Earner B
54%
Fee Earner C
39%
Fee Earner D
Outstanding claims to chase
| Matter | Type | Waiting on | Days | Status | |
|---|---|---|---|---|---|
| ZL-2041 | RTA | Insurer response to offer | 42 | Overdue | |
| ZL-1987 | EL | Medical report | 35 | Overdue | |
| ZL-2110 | RTA | Costs payment | 28 | Due | |
| ZL-2078 | Clin neg | Medical records | 21 | Due | |
| ZL-2133 | PL | Defendant acknowledgement | 12 | On track |
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