Firm app surface

Client document command center

Placeholder shell for authenticated firm users to manage clients, request packets, reminders, and internal review queues.

Open packets

18

Files received

142

Overdue clients

3

Active client requests

Drizzle-backed data comes later
Bennett GroupAwaiting 2 filesDue Friday
Northline PartnersReady for reviewDue Today
Cedar & Co.Reminder scheduledDue Next week