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 RahmanTier 2 General28 MayAttention
#251David LinEU Settlement02 JunAttention
#256Yusuf SaidETA Application10 JunOn track
#259Priya ShahFLR(IR)14 JunOn track

At-a-glance view for the firm's owner: open cases, fees outstanding, deadlines this week. The owner can see this from anywhere.

Deadline Tracker

Deadlines

Overdue

  • -2d

    #230 · Mohammed Khan

    Appeal lodge deadline · due 23 May

    FA

This week

  • 3d

    #247 · Aisha Rahman

    Visa expiry · due 28 May

    WL
  • 8d

    #251 · David Lin

    Biometric appointment · due 02 Jun

    AR

Next 30 days

  • 16d

    #256 · Yusuf Said

    Submission window · due 10 Jun

    FA
  • 20d

    #259 · Priya Shah

    Hearing date · due 14 Jun

    WL
  • 28d

    #263 · Mehdi Ahmadi

    Visa expiry · due 22 Jun

    AR

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

Digital Case File · #247
  • 23 May
    WL

    Reassigned case from intake to caseworker

  • 24 May
    FA

    Sent document checklist to client

  • 25 May
    FA

    Client uploaded passport scan + 3 payslips

  • 26 May
    FA

    Began application form on Home Office portal

  • 27 May
    FA

    Drafted cover letter from FLR(M) template

Every case is one record. Click tabs to switch between timeline, documents, payments, and communications.

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, decision-release gates, one-click chase emails. The release gate blocks final decisions while fees remain unpaid.

Client Portal

[FIRM NAME]

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

    Cover-letter-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.

Template + Variable Fill

Cover letter draft — Case #247

Template: FLR Standard Cover Letter v3.2

Template

Dear Home Office,

I am writing in support of the application by {{client_name}}, date of birth {{dob}}, for {{application_type}}. {{client_name}} has been a resident of the United Kingdom since {{arrival_date}}.

The applicant's circumstances are as follows: {{narrative}}.

Yours faithfully,
[Caseworker name]

Variables from case file

  • {{client_name}}Aisha Rahman
  • {{dob}}14 August 1992
  • {{application_type}}a Tier 2 General visa
  • {{arrival_date}}12 March 2018
  • {{narrative}}[Solicitor-written narrative goes here, drawn from the case file]

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

Final: path forward →