See it in action

Seven screens from the system. Click any to expand. These are real working mockups, not screenshots — built with the same design system the final product will use.

Owner Dashboard

Dashboard

Monday, 25 May 2026

Cases needing attention

CaseClientTypeDeadlineStatus
#230Mohammed KhanFLR(M) – Spouse25 MayOverdue
#247Aisha RahmanEntry visa for spouse28 MayAttention
#251David LinVisit visa02 JunAttention
#256Yusuf SaidEntry visa for elderly dependent10 JunOn track
#259Priya ShahFLR(IR)14 JunOn track

At-a-glance view for you: open cases, fees outstanding, deadlines this week. Accessible from anywhere.

Deadline Tracker

Deadlines

Overdue

  • -2d

    #230 · Mohammed Khan

    Appeal lodge deadline · due 23 May

    Freshta

This week

  • 3d

    #247 · Aisha Rahman

    Visa expiry · due 28 May

    Walid
  • 8d

    #251 · David Lin

    Biometric appointment · due 02 Jun

    Amir

Next 30 days

  • 16d

    #256 · Yusuf Said

    Submission window · due 10 Jun

    Freshta
  • 20d

    #259 · Priya Shah

    Hearing date · due 14 Jun

    Walid
  • 28d

    #263 · Mehdi Ahmadi

    Visa expiry · due 22 Jun

    Amir

One source of truth for every deadline in the firm. Grouped by urgency. Filter by 'mine' or firm-wide.

Digital Case File · #247

Timeline — case story

  • 23 May

    09:14

    Walid
    Action

    Reassigned case from intake to Caseworker Freshta

  • 23 May

    11:02

    Freshta
    Sent

    Sent: Document checklist to client

  • 24 May

    15:48

    Freshta
    Received

    Received from client: "Re: document checklist — will send tomorrow morning"

  • 25 May

    10:22

    Freshta
    Action

    Uploaded passport scan + 3 payslips + bank statement Q1

  • 25 May

    16:30

    Walid
    Phone

    Spoke with client — confirmed availability for biometrics on 2 June

  • 26 May

    09:05

    Mav
    Internal

    Noted: include income evidence (£18,600 threshold) and relationship history; reference Appendix FM paragraph 5.7

  • 27 May

    14:11

    Freshta
    Action

    Drafted legal representation from spouse-visa template (v2)

  • 28 May

    08:40

    Freshta
    Sent

    Sent: Legal representation draft to Home Office for pre-submission review

Every case is one digital record. Tabs for timeline, documents, payments, and call notes. Email thread and internal team chat always visible on the right.

Payment Tracker

Payments

Outstanding total

£18,420

6 overdue

Paid this month

£12,300

+8% vs last month

Release gates blocking

1

Decision held back

CaseClientMilestoneDueAmountAction
#230Mohammed KhanSubmission fee20 May£1,000
#247Aisha RahmanSubmission fee28 May£1,000
#215GATETariq AliDecision feeNOW£500

Outstanding balances at a glance. Tap 'Send link' and the client gets a payment link by email and on their portal. Payments record themselves; you see who has paid and who hasn't, in real time. The release gate blocks final decisions while fees remain unpaid.

Client Portal

Harris Ali

Hello Aisha

Your application status

  • Documents collected
  • Application submitted
  • Biometrics scheduled
  • 4
    Awaiting decision

Balance owed

£1,500

Clients see their own status from a phone or laptop. English and Persian/Dari supported. Documents and payments self-served.

Document Inbox

Document Inbox

New documents arriving from scanner, email attachments, and the client portal.

  • PDF

    Passport-page.pdf

    Scanner

    #247 Aisha Rahman· 96% match· Passport

  • PDF

    Payslip-April-2026.pdf

    Email

    #247 Aisha Rahman· 91% match· Payslip

  • PDF

    Marriage-certificate.pdf

    Client portal

    #230 Mohammed Khan· 88% match· Marriage cert

  • PDF

    Bank-statement-Q1.pdf

    Scanner

    #247 Aisha Rahman· 93% match· Bank statement

  • PDF

    Legal-representation-template.docx

    Email

    — No match —· Unknown

Documents arrive from scanner, email, or the client portal. The system suggests a case and category. One click to confirm.

Diary

Diary

Week of 25 May 2026

Show:
YasminPrincipal
MavBarrister
WalidLead CW
Mon
10:00
Court: Court hearing — case #198
09:00
Internal: Team standup
Tue
10:00
Consultation: New client consultation
11:30
Consultation: New client consultation
14:00
Consultation: New client consultation
14:00
Consultation: In-office — case prep
09:00
Internal: Team standup + new case allocation
Wed
09:30
Court: Court hearing — case #221
09:30
Court: Court hearing — case #221
14:00
Internal: Caseworker 1:1
Thu
11:00
Call: Client call — case #247
10:30
Court: Court hearing — case #259
09:00
Internal: Team standup
Fri
11:00
Court: Court hearing — case #234
14:00
Internal: Week review

Hearing dates auto-populate Mav's diary from court emails. Overlapping bookings (the 09:30 hearing across YS and Mav midweek) surface here so Reception can spot a clash before it happens.

Yasmin's, Mav's, and Walid's diaries in one view. Court hearings auto-populate. Filter pills toggle whose week you see. No more double-booking.

Template + Variable Fill

Legal representation — Case #247

It's a fill-in-the-blank letter. We store the shape of every legal letter we send. When we open a client's case, the blanks fill in with their details automatically. We press Generate. Out comes the finished letter, ready for the solicitor to read and sign.

Template: Spouse Visa Legal Representation v3.2

Letter with blanks
Client's details
Finished letter

Step 1 · The blank letter

Stored in your library. Same shape every time.

Dear Home Office,

I am writing in support of the application by [ Client's name ], date of birth [ Date of birth ], for [ Type of visa ]. [ Client's name ] has been a resident of the United Kingdom since [ Arrival date in UK ].

The applicant's circumstances are as follows: [ Circumstances ].

Yours faithfully,
[Caseworker name]

Step 2 · The client's details

Pulled from case file #247 automatically.

Client's name
Aisha Rahman
Date of birth
14 August 1992
Type of visa
an Entry visa for spouse
Arrival date in UK
12 March 2018
Circumstances
[Written by the solicitor for each case]

Click Generate to fill in the blanks

Templates contain placeholders. Variables pull from the case file. Solicitor clicks Generate, reviews the draft, edits, sends.

Final: path forward →