Torry Law GroupThe Torry Law Group
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Clients

— · grouped by stage · drag column headers to reorder (your layout is saved)
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SOL urgency: ≤30 days 31–90 days >90 days Click any row to open the Client File →

Tasks

Showing your tasks by default · click a task to open, reply, reassign, or change due dates
June 2026🔄 Synced with Outlook Calendar
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Clients / this file Internal file TLG-2026-0142
Maria & Hector Delgado TLG-2026-0142
✎ manually entered
📞
✎ manually entered
✎ manually entered
State Farm Lloyds ▾
✎ manually entered
✎ manually entered
✎ manually entered
Lena Park (800) 555-7720 x412
lpark@statefarm.com
None ▾
Response Pending Phase
⚑ ACV ONLY / SCHEDULED ROOF
Assigned to (TLG)
63
days to Statute of Limitations
SOL date: Aug 17, 2026 · 90-day alert active
542A presuit clocknot sent yetsend the 542A notice to start the 63-day clock

⚖️ Federal Court Deadlines — court-set dates · alerts 10 days · 3 days · day-of · synced to Jordan's Outlook

$0.00
Auto-pulled from this client's data · mirrors your spreadsheet (demand, fees, expenses, settlement target, interest)

File Notes & Comments Privileged

📝 Add note

Milestones check to override · ▶ simulate fires the real trigger

🧮 Settlement Worksheet Dwelling / structures

New money$0
Net to client$0
Received$0
File deductible From the policy (extractor) · subtracted once from the whole claim; editable.
Estimatesrunning record · newest drives the math
New money
New money — recovered now
$0
Recoverable depr. still pursued
$0
Total potential recovery
$0
Coverage line · current estimateRCVDepr.ACV
Fees & net to client
Case expensesfrom the Experts / Fees section$0
Attorney fee
Public adjuster
Statutory interest (Ch. 542) · part of new money
$
Squares · from the property record
squares
Projected — on the full recovery
− Case expenses$0
− Attorney fee$0
− PA fee—
Net to client — projected$0
$ / sq after fees—
Total recovered / sq—
Realized — on cash actually deposited
ACV received to date
$0
Net to client — realized
—

🎯 Offer Calculator

New money after fees/DED/experts/prior$0
Attorney fees$0
PA fee (10%)—
Client cash in hand$0
📐 Square price (offer) cash in hand ÷ squares—

Strategy Privileged

🔥 Hot Topics Privileged

Tasks on this file Show completed

Experts / Fees

💵 Payments Received/Sent click a check to edit

Total received (excl. stopped)$0
Outstanding (principal − received)$0

📈 Statutory Interest — declining balance ▸ expand

Accrued interest (reference): $0 · on payments totaling $0

🔎 Extraction Review auto-pulled from uploads · confirm to save

Documents (Google Drive)

Client folder: TLG-2026-0142 — Delgado

📨 Letters & Auto-Docs milestone → auto-draft → review → send

Letters — the current writer

📝 Engagement Agreement e-signature

Contract/LOR

Photos Smaller

Stored in 05 Photos · 0 saved · click any photo to expand, arrow through, or toggle to thumbnail grid

Calendar 🔔

Scheduled calls, tasks & blocked time · 5-minute audible reminders · syncs to Outlook later
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Messages

Live presence · pop-up + sound alerts on incoming messages
Prototype preview — in the live build this is a full real-time messenger: green/grey/amber presence dots show who's logged in, and incoming messages trigger a desktop pop-up and a notification sound.
Conversations
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Chat

Mail Check · Incoming Mail Intake

Photograph physical mail — the system finds the file, checks for duplicates, then files it
Prototype — in the live build this runs OCR (Azure) to read the mail, matches the file by claim # first (then policy #, name, address, or date of loss), and flags likely duplicates. Review and file everything right here. Backend: mail-intake.ts.
DocumentMatched fileDestination folderStatusUploaded byActions

⚖️ Court Deadlines

Every court-set date across all matters · alerts at 10 days, 3 days, and day-of · synced to Outlook
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CountdownDateTypeClientCourt / JudgeSet forReminders

Analytics · Data Tracking

Firm-wide spend, settlement performance, and an exportable sheet for bookkeeping & taxes
Admins only · computed live from the demo files · date range filters on date of loss · “Export” downloads a per-case CSV.

📊 Business Snapshot — firm-wide at-a-glance metrics

By Carrier — click an underwriting company to expand claims · ⇄ to re-file it under another banner · check banners then Combine to compare

CarrierClaimsNew money receivedAvg feeExpensesPA fees

By Cause of Loss — click a cause to expand every claim · Settled = closed files · Open = active files · forecast = avg new money per settled file × open files

CauseClaimsSettledAvg increaseTotal new money receivedOpenForecast

By Referral Source — click a company → salesperson → every claim they sent · client names are links

ReferralClaimsNew money receivedAvg fee

By Public Adjuster — click a PA firm → every claim where they're the public adjuster of record · client names are links

Public AdjusterClaimsPA feesNew money received

By Expert / Vendor — click an expert to expand every claim they worked · client names are links ⏳ REVIEW — placeholder

⏳ Placeholder — needs real-world testing. Likely stays vendor-specific for now; revisit adding sub-categories to group vendors later.
Expert / VendorClaims workedTotal spendAvg / claim

By Appraiser — click an appraiser → every claim they’re assigned to · tracks W-9, fees & what’s been paid · client names are links

AppraiserW-9ClaimsFeesPaid

Referred-Out / Partner Firms — click a firm → attorney → every claim referred · tracks what they've paid us

Partner firmCases referredPaid to us

Reports · Firm-wide

Run a financial report and download it as Excel or PDF — every figure is counted on the transaction (check) date
Admins only · firm-wide totals · money is counted on the date the check cleared, not the date of loss.

🖊 e-Sign Dashboard

Every signature request — status, evidence & one-click controls
Firm-wide · live from the signing database · void/resend/new-code act on the real envelope · every action is written to the audit trail.
SignerDocumentStatusSent byUpdatedExpiresActions

Admin · User Management

Add, remove, and set roles · visible to Admins only
Prototype — in the live build this screen is protected by login + server-side permissions. The "View as" switch (top right) demos how the Admin tab hides for Manager/Standard users.
Auto-runs every Monday in the live build · creates an ADMIN task of claims within 30 days of SOL for the users opted in below.
UserEmailPhoneRoleWkly SOL alertAnalytics accessStatusActions

Add a user

⚠ Data cleanup (Admin) — delete client files

Permanently deletes the client record AND every document, photo, payment, and stored file for it. This cannot be undone. Use it to remove test/demo files.
File #ClientStageDelete
i
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