Dashboard — Jacobs & Crumplar P.A.
Secure · On-Premise
9:41 AM

Good Morning, Courtney.

You have 4 new intake emails and 5 open tasks today. Two matters have upcoming deadlines this week.

Active Matters
31
+2 opened this week
Open Tasks
5
2 urgent
New Intake Emails
4
Awaiting review
AI Queries Today
11
100% on-premise
Open Tasks
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Intake Email Queue
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System Status
VPN
Active
AI Engine
Local
Backup
3:00 AM
Firewall
On
Encryption
AES-256
Data Out
Zero

New Client Intake

Paste the client's email below. Apollo will summarize it for attorney review.

Client Email
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Pending Intakes
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Case To-Do List

Track tasks, deadlines, and action items across all active matters.

Task Manager

Intake Email Queue

Incoming case inquiries and new client emails requiring attorney review.

Incoming Emails
4 Unread

Document Library

Select a matter to upload documents into its private RAG workspace. Apollo will only search within the selected matter.

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Supported: PDF, TXT, DOCX, MD
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RAG Document Library
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Select a matter above to view its documents.

Active Matters

All open cases currently managed by Jacobs & Crumplar P.A.

Matter List
+ New Matter
MatterClientType AttorneyIncident DateStatus RAG Workspace
Matter Name
Client · Type · Attorney
Case Status — Click a phase to advance
Matter Details
Case Notes
Save Notes

Conflict Check

Search all active matter workspaces for a name to identify potential conflicts of interest.

Search Name
⚠ Potential Conflict Found in Matter List
🔧 Coming Soon