Client Project Visibility

Projects stay visible while they are being built.

A sample of how SynHy clients can see project health, module progress, task movement, blockers, and daily implementation work without waiting for a meeting or a vague status email.

Plan a Client Portal View Consulting Packages
Medium Project Demo

Harrison & Vale Legal Operations AI Buildout

Active Sprint 4

Harrison & Vale is a 22-person litigation and estate-planning firm replacing disconnected intake, manual document preparation, deadline tracking, billing review, and client communication workflows with a governed SynHy project portal and automation layer.

Overall Completion 67%
Target Launch June 18, 2026
Modules 6 active
Tracked Tasks 31 total
Open Blockers 3 items
Implementation Modules

Each workstream shows its own progress, tasks, and friction.

This sample attorney project uses module-level tracking so partners, administrators, and SynHy builders can see what is complete, what is moving, and what needs a decision.

Client Intake & Conflict Check Portal

82%
OwnerIntake Team
RiskLow
Next ReviewMay 8
  • CompleteNew matter questionnaire mappedPersonal injury, family law, probate, and estate planning branches are live in staging.
  • CompleteConflict search fields normalizedOpposing parties, affiliated entities, former names, and prior consultation records now share one lookup shape.
  • In ProgressAttorney routing rulesRules are being tuned for county, practice area, urgency, and existing attorney workload.
  • ReadyFront-desk acceptance scriptReady for the administrator to approve before client-facing rollout.

Matter Workflow & Deadline Automation

64%
OwnerParalegal Ops
RiskMedium
Next ReviewMay 9
  • CompleteCase-stage map approvedConsulted, retained, discovery, motion, negotiation, trial prep, and closed stages are configured.
  • In ProgressDeadline calculator rulesDiscovery response, hearing notice, filing, and internal reminder offsets are being tested against sample matters.
  • BlockedCounty-specific filing exceptionsWaiting on the firm's current exception list for Galveston, Harris, Brazoria, and Fort Bend counties.
  • ReadyEscalation inbox prototypeReady to connect once attorney approval rules are signed off.

Document Assembly & E-Signature Packets

58%
OwnerLegal Docs
RiskMedium
Next ReviewMay 10
  • CompleteRetainer packet templates loadedLitigation, probate, estate planning, and general counsel packets are versioned in staging.
  • In ProgressClause library buildoutFee schedules, scope limitations, arbitration language, and jurisdiction variants are being assembled.
  • BlockedPartner redline approvalTwo estate-planning clauses need final partner review before automation can lock the template.
  • ReadyE-signature envelope testReady for test sends after the final template approval round.

Secure Client Communication Hub

69%
OwnerClient Care
RiskLow
Next ReviewMay 8
  • CompleteClient message categoriesBilling, document request, case update, appointment, urgent, and general categories are configured.
  • In ProgressEvidence upload workflowPhoto, PDF, medical record, contract, police report, and witness statement upload paths are in QA.
  • ReadyNotification copy reviewReady for the firm administrator to approve client-facing language.
  • In ProgressStaff response dashboardQueue filters are being tuned by attorney, matter type, urgency, and age.

Billing, Trust Accounting & Collections Insight

46%
OwnerFinance
RiskWatch
Next ReviewMay 13
  • CompleteInvoice aging model draftedAging buckets, reminder cadence, and attorney review thresholds are defined.
  • In ProgressTrust balance warning rulesLow-retainer, retainer-exhausted, and replenishment triggers are in development.
  • BlockedAccounting export sampleWaiting for a current sanitized billing export from the firm's accounting administrator.
  • ReadyPartner dashboard wireframeReady for review once finance fields are confirmed.

Attorney AI Research & Drafting Assistant

71%
OwnerAttorney Team
RiskMedium
Next ReviewMay 11
  • CompleteResearch guardrails documentedAuthority verification, citation checks, privilege boundaries, and human-review requirements are defined.
  • In ProgressMotion draft prompt libraryDiscovery motions, demand letters, timeline summaries, and deposition prep prompts are being tested.
  • ReadyAttorney acceptance checklistReady for pilot users after the next research accuracy review.
  • In ProgressFirm knowledge vault indexingApproved templates and internal playbooks are being indexed with access controls.
Actions Taken Today

Today

  • Today at 8:42 AM Staging intake flow moved into attorney review.

    The probate and estate-planning branches now show conflict warnings before consultation scheduling.

  • Today at 10:15 AM Deadline calculator tested against 18 sample matters.

    Four county-specific exceptions were flagged and added to the blocker board for client confirmation.

  • Today at 12:30 PM Client evidence upload QA passed the large-file scenario.

    Medical records, police reports, and photo uploads now preserve matter association and staff queue labels.

  • Today at 2:05 PM Trust accounting warnings aligned to finance thresholds.

    Low-retainer and replenishment rules were tuned to match the firm's approval flow before client notification.

  • Today at 4:18 PM Attorney drafting assistant added two guarded prompt paths.

    Demand-letter summary and deposition-prep prompt flows now require source review before export.

Open Decisions

Blocked work is visible instead of hidden inside the project.

Blocked County Filing Exception List

Paralegal operations needs to confirm local exception rules before deadline automation can move from test to pilot.

Blocked Estate Planning Clause Approval

Two partner-redlined clauses need final approval before document assembly can lock production templates.

Blocked Sanitized Billing Export

Finance export samples are needed to finish trust-accounting warnings and partner collection dashboards.