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Wednesday, 9 September 2026
Good morning, Sarah.
Here's what needs your attention today.
PEAKSOFT Intelligence
Signals from your firm's demo data
Attention required
3 matters have upcoming critical dates within 48 hours.
Billing opportunity
$18,420 of completed WIP has not yet been invoiced.
Trust review
2 matters require trust ledger review.
Workload
Daniel Wong is carrying 14 active matters, 4 above team average.
Matter activity
Latest firm movements
New matter opened
Smith Property Purchase
Today, 9:14 am
Trust receipt recorded
$50,000 received
Today, 8:42 am
Contract review completed
Harbour Commercial Lease
Yesterday, 4:20 pm
Deadline approaching
Settlement date in 5 days
Yesterday, 2:10 pm