Law Firm Account
Law Firm Hub access
Use this account area to track law-firm support requests, file intake, document coordination, payment status, and next steps. For real private client records, use the approved secure upload or agreed law-firm workflow.
Law Firm Hub
Firm account, billing, file status, and support dashboard.
This hub organizes law-firm account details, active plan, billing status, monthly file allowance, submitted files, missing items, rush queue, and files ready for lawyer review.
Firm account access
Find your firm account
Enter firm email and account/file reference to load the Law Firm Hub workflow.
Firm account
Law-firm support dashboard
Firm Growth Desk workflow. Intake and document coordination are active for submitted files. Overage requires approval before billing.
Active plan
Submitted files
Current file queue
| Firm file | Type | Closing date | Status |
|---|---|---|---|
| RE-1042 | Purchase | June 12, 2026 | Missing lender docs |
| RE-1043 | Sale | June 17, 2026 | Ready for lawyer review |
| RE-1044 | Refinance | June 21, 2026 | Client ID needed |
| RE-1045 | Title transfer | July 3, 2026 | In document indexing |
Missing items
Outstanding document requests
| File | Missing item | Responsible | Due |
|---|---|---|---|
| RE-1042 | Mortgage commitment / lender instructions | Client / lender | June 5 |
| RE-1044 | Photo ID list | Client | June 6 |
| RE-1045 | Ownership-change background details | Firm staff | June 7 |
Billing and allowance
Plan and payment status
Active plan: Firm Growth Desk — up to 12 active files/month.
Billing status: Paid/current. Overage not triggered yet.
Overage rule: Additional files or extra document cycles require written approval before billing.
Templates and workflow
Firm workflow tools
- Firm intake template
- Missing-document request template
- Client upload instructions
- Lawyer-ready handoff summary format
- White-label Client Hub setup option