FCC
Florida Civil Counsel, P.A.
Staff Dashboard
New Discovery Workflow
Staff Command Center

Start, review, and follow up from one screen.

Use this as the daily home base. New packets start at intake; active matters show the next action without making staff remember URLs.

Create New Workflow Clio Connection
All Workflows

Most recent matters

Client / Matter Status Progress Next Action
Sample Client Sample linked matter Waiting On Client INT: In Progress
Verification: Required Pending
RTP: Not Started / RFA: Not Started 		Staff Review Client Portal
Sample Client Sample linked matter Waiting On Client INT: In Progress
Verification: Accepted
RTP: Not Started / RFA: Not Started 		Staff Review Client Portal
Sample Client Sample linked matter Ready For Attorney Review INT: Not Started
Verification: Required Pending
RTP: Not Started / RFA: Not Started 		Staff Review Client Portal
Waiting On Client

2

Sample linked matter Sample Client

INT: In Progress
RTP: Not Started
RFA: Not Started

Open Client View
Sample linked matter Sample Client

INT: In Progress
RTP: Not Started
RFA: Not Started

Open Client View
Waiting On Verification

0

No cases in this queue.

Ready For Attorney Review

1

Sample linked matter Sample Client

Client email: roberto@flcivilcounsel.com

Open Matter