01
Engagement score algorithm
A 0–100 score per client derived from message frequency, matter activity, invoice payment speed, and survey responses.
02
Health signal classification
Engaged, Moderate, At Risk, Inactive - automatically classified and displayed on every client card.
03
Client detail drawer
Profile, contact details, active matters, communication history, retainer balance, and client notes in one panel.
04
Retainer account management
Top-up retainers, track balance, deduct against invoices, set low-balance alerts. Full transaction ledger per client.
05
Satisfaction survey triage
Matter-close surveys feed directly into the client's engagement score and surface in the at-risk queue when ratings are low.
06
Client DNA rings
Visualised breakdown of a client's matter mix by practice area, matter stage, and billing contribution.