Briefing room
What we put on the table before anyone speaks
This is not a gallery of product screens. It is a description of the paper and PDF packs we actually carry into a partnership room — and the photographs of the rooms and files that sit around that work.
Live matter status, one practice group
A single page with the firm’s own status labels. Open, waiting on client, waiting on the other side, listed for hearing, ready to bill. The caption states the freeze date and whether closed files with leftover WIP have been moved to a second page. Partners use this to stop arguing about a file they each remember differently.
Ageing by last chargeable hour
Bars grouped the way the practice manager already talks: this billing cycle, next cycle, parked. We refuse a red-amber-green wash unless the firm has written definitions. The picture always says which date is on the axis — last hour, not date opened, unless the scoping note asked for both on two pages.
Fee-earner load without a ranking
Live files per person, stacked by status, names omitted if the firm prefers codes. The point is allocation, not a league table. If one associate is carrying three listed trials, the pack says so in a sentence under the picture.
Diary density for a listing period
For litigation and crime teams, a six-week view of hearing clusters and travel days. Clashes are written out. Clerks remain the authority; we only picture the freeze they already live with.
Sit with a pack of your own
If you want these views for a named team, start with the flagship programme or a one-off briefing pack. Write with the practice group and a rough headcount.