Sherrill & Cameron, PLLC

Good morning

Open Matters

—

Trust Balance

—

Outstanding AR

—

Unbilled Time this month

—

Trust Balance

Last 90 days

AR Aging

By days past due

Today & Upcoming

Next 7 days

Recent Activity

Firm-wide

🔎

	File #	Client	Opposing	Area	Status	Opened	Attorney	Actions

🔎

Name	Phone	Email	Area	Matters	Added	Actions

🔎

Family Law — Client Intake

Client Full Name *

Date of Birth

Phone

Address

Opposing Party

Matter Type

Date of Marriage

Location of Marriage

Date of Separation

County

Assigned Attorney

Children

Authorized Contacts (who we may speak with about this matter)

How did you hear about us?

Notes

Civil Litigation — Client Intake

Client Name *

Client Type

Phone

Address

Opposing Party

Matter Type

Claim Value ($)

County

SOL Deadline

Assigned Attorney

Authorized Contacts (who we may speak with about this matter)

How did you hear about us?

Notes

Wills & Estates — Client Intake

Client Name *

Date of Birth

Phone

Address

Spouse / Partner Name

Matter Type

Existing Will?

Assigned Attorney

Children's Names

Authorized Contacts (who we may speak with about this matter)

How did you hear about us?

Notes

Criminal Defense — Client Intake

Client Name *

Date of Birth

Phone

Address

Charge(s)

Charge Class

Next Court Date

County

Assigned Attorney

Authorized Contacts (who we may speak with about this matter)

How did you hear about us?

Notes

General — Client Intake

Client Full Name *

Date of Birth

Phone

Address

Matter Description

County

Assigned Attorney

Authorized Contacts (who we may speak with about this matter)

How did you hear about us?

Notes

Date	Matter	Description	Hours	Rate	Amount	Status	Actions

Invoice #	Client / Matter	Date	Due	Total	Balance Due	Status	Actions

Charges recorded on the LawPay dashboard (or on this site with no matter/invoice attached) land here for review. Match them to an invoice or matter to keep the ledger tidy.

Date	Account	Payer	Memo / Reference	Amount	Status	Actions

Trust / IOLTA

Matter Balances

Matter	Client	Status	Balance

Name	Title	Email	Hourly Rate	Actions