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Clients
Pana Law Firm, P.A.
Matters
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Accident type Attorney Paralegal SOL window Date added Referral source

Intake Pipeline

Lead → Under Review → Full Intake → Retainer Sent → Retained

Document Queue

Attorney review queue — all auto-generated intake documents

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Calendar

Upcoming deadlines and events

Contacts

Adjusters, counsel, providers, experts, and other parties across your matters

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Network

Cross-firm resources and referral activity

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Time tracking and invoices

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Email Integration

Firm Library

Your firm's private templates, briefs, motions & form letters

Private to your firm. Separate from the cross-firm Network. These power document generation & the shell letters triggered at intake.

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Firm Reports

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Select a report type to generate.

Firm Identity

Practice Information

Integrations

Connection Status
DocuSign Templates

Paste template IDs from your DocuSign account. Server env vars take precedence when present.

Outbound Email (SMTP) — recommended for beta

Set these in .env locally or in Railway Variables (not in this form — avoids storing passwords in the database). After redeploy, status below should show configured.

SMTP_HOST — e.g. smtp.gmail.com, smtp.office365.com, or your host’s server
SMTP_PORT — usually 587 (STARTTLS) or 465 (SSL)
SMTP_USER / SMTP_PASS — mailbox login (Gmail: App Password)
SMTP_FROM — optional; defaults to SMTP_USER. SMTP_FROM_NAME optional display name
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Outbound Email (Microsoft Graph) — optional

Use if you prefer OAuth instead of SMTP. When SMTP is configured on the server, sends from the app use SMTP first.

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AI Call Service (optional)

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Assistant
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