Owner Control Center

Good morning, Atty. Donna

Atty. Donna sees the whole office here.

Staff continue their daily work. Services, assigned tasks, meetings, bills, evidence and linked documents flow into one owner view.

Active work24Across 5 services
Overdue3Needs action today
For Atty. review4Drafts and decisions
Missing documents6Drafting may continue
Billing queue4Authorized staff only

Priority queue

Needs your attention

Schedule

Today

20 SEP

Legal consultationMaria Santos · Appointment

Document signingContract · For Atty. review

Case follow-upCruz Family · Assigned to Shaira

Walk-in blockConsultation availability

Office accountability

Work by person

Synthetic snapshot

Service activity

Current work

Confirmed process only

Five connected services

Select a service to see the approved office workflow.

Same daily responsibility

Daily task workspace

Staff keep the familiar fields. Atty. Donna receives one consolidated view.

TaskOwnerServiceDeadlineStatusProof

Every recorded client appears here

Client Master List

One client record can contain consultations, cases, drafting, document processing and notarial services without duplication.

ClientLatest serviceStatus

Private office communication

Atty. Donna and staff chat

Direct messages and team groups stay together with visible delivery, seen and unread status.

Atty. Donna's service calendar

Appointments and walk-ins

Keep scheduled meetings separate from clients who arrived without an appointment.

Monthly view

September 2026

Consultation Case Contracts / demand letters Document processing Notarial

Selected day

September 20, 2026

7 SERVICES

App workspace + Google Drive source files

Documents & requirements

Staff work inside the app. Every saved form, upload and final document is filed in Google Drive and remains accessible from the client record.

Open pilot Drive ↗

Pilot structure created in Google Drive

How the app and Drive work together

Structure mirrored
1Work in the appCreate a service, edit a form, attach a photo or issue a bill.
2Save to DriveThe permanent source file is placed in the correct office or client folder.
3Open from the appThe app keeps a lightweight preview; the original remains safe in Drive.

Controlled connection: the approved folder structure is preserved. Permanent uploads remain blocked until the Drive connection passes recovery and permission testing.

Search across client files

Find where a file was saved

Enter a subject or keyword
Try:
Search results will show the client, exact folder path and matching file.

01 - Client Master Files

Client folders

Drive-backed design

Requirement checklist

Transfer of title · DEMO-004

Partially complete

Drafting may begin even while some documents remain incomplete.

Atty. Donna's current forms

Editable document templates

Master copies protected

Restricted to Atty. Donna and Shaira

Billing queue

Atty. Donna chooses the billing treatment. Shaira, as Billing In-Charge, issues the bill and records the client payment.

Bill required4
No charge1
Included in case fee1
BillClientServiceDonna's instructionOriginal amountDiscountFinal amountBilling staffStatusView

Personal signature profile

Saved electronic signature

Each office user saves their own signature once. The system records when it was saved and when it is used on a service form.

🔒 Visible only to authorized office accounts
Draw your signature here

Use a mouse, touch screen, or upload a clear image of the signature. Saving replaces only the current user's signature.

Office signature status

Authorized users

Private owner access

Owner Accounting

Maintain service prices and review collections, discounts and balances. This area is hidden from every staff account.

🔒
Owner-only financial view

Detailed collections, net revenue and balances are not visible in staff Billing or Daily Tasks.

Editable standard rates

Service & Notarial Price List

Owners only

These are reference prices. Atty. Donna may still enter the actual amount on each client service.

CategoryService / Notarial itemStandard priceLast updated
Collected₱0
Discounts granted₱0
Outstanding₱0
Staggered plans3
EntryClientServiceOriginal amountDiscountNet amountPaidBalanceAccounting status