Operations
Role-based ops & performance
One UI, many roles. Attorneys see their caseload and demand queue. Paralegals see records and provider follow-ups. Intake specialists see today's lead queue. Admin sees everything plus the analytics view.
What this module will include
- Role views: Attorney · Paralegal · Intake · Admin
- Task queues with priority, due dates, and overdue alerts
- Performance metrics: tasks completed · demands drafted · intake conversions · utilization
- Workflow automations: records follow-up · signed-doc collection · review requests
- SLA tracking on retrievals, demand turnaround, response times
- Coaching layer: AI-suggested next-best-action per role
Architecture is in place — components, types, and service folders are scaffolded for this section. Phase 1B brings the live UI and mocked workflow logic; later phases connect MerusCase, Tavrn, and AI services.