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60-second walkthrough

A typical Monday morning with MatterMind

Follow Jasmine, a sole practitioner, through her first 11 minutes at the desk. Six steps, real UI patterns, mock data, no signup required.

Screens shown are simplified mockups for demonstration. Your live interface and data will differ.

Jasmine R.
Unbilled WIP
—
+8% week
Receivables
—
2 over 60 days
Trust held
—
2 below threshold
Hours YTD
—
on pace
↑ Click Sync from Clio to start your day
✓ Synced in 8 seconds — 4 priorities surfaced
Jasmine R.
📋
Workflow Priorities & tasks
3
📊
Financial AR, WIP, Trust
2
Action Queue 3
💰 AR Follow-up
412-00018 — Estate of W. Henderson Henderson Family
$3,200 · 47 days ▶
Last activity: Clio reminder sent 12 days ago
⏱️ Stale Matter
412-00027 — Acme Steel · Corporate Acme Steel Holdings Ltd.
22 days idle ▶
Last activity: You deferred 9 days ago
📄 Pre-Bill Ready
412-00034 — Reynolds v. Reynolds L. Reynolds
$2,400 WIP · 11 hrs ▶
Last activity: WIP crossed threshold yesterday
Jasmine R.
Action Queue
💰 AR Follow-up
412-00018 — Estate of W. Henderson Henderson Family
$3,200 · 47 days ▶
Last activity: Clio reminder sent 12 days ago
Activity history
  • 2026-05-24Clio reminder sent
  • 2026-05-08Cadence advanced to day 30
  • 2026-04-19Bill issuedInvoice #2492 · $3,200
To
jane.henderson@example.com
Subject
Following up on invoice #2492
Body
Dear Jane, I'm writing to follow up on invoice #2492, which is now 47 days outstanding. Please let me know if there's anything I can clarify, or if you'd like to schedule a quick call to walk through it. Best regards, Jasmine Reynolds
✓ Sent & logged to client communications
Jasmine R.
📋
Workflow Priorities & tasks
2
📊
Financial AR, WIP, Trust
2
AR Aging $18,250 total
$6,400
0–30d
$8,150
30–60d
$2,500
60–90d
$1,200
90+d
Days Outstanding
47
▼ down from 52 last month
Trust Balances $42,100 held
Smith Holdings 412-00021 · Corporate Reorganization
$1,500
Acme Corp 412-00029 · Acquisition
$0
Henderson Family 412-00018 · Estate
$24,800 Above threshold
L. Reynolds 412-00034 · Family
$15,800 Above threshold
Jasmine R.
Today's Focus 4 matters
412-00018
Estate of W. Henderson
Henderson Family
AR follow-up sent
412-00031
Acme Steel · Asset Purchase
Acme Steel Holdings
Closing prep — Friday
412-00027
Corporate Reorganization
Smith Holdings
Trust top-up requested
412-00034
Reynolds v. Reynolds
L. Reynolds
Pre-bill review
412-00031
Acme Steel · Asset Purchase Acme Steel Holdings Ltd.
WIP $4,200
AR $0
Hours 14.5
Last act. Yesterday
Pending tasks (3)
Send updated APA draft to opposing counsel Overdue
Review trust ledger before closing call Today
Confirm landlord consent letter received Fri Jun 6
✓

Coffee's still warm.
The day is set up.

Here's what those eleven minutes covered.

11 min
Morning prep
3
Follow-ups sent
2
Matters advanced
$2.4K
Ready to bill
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