Dashboard
Overview of your estate planning practice
Total Documents
0
Pending Review
0
Paid Documents
0
Total Revenue
$0
Recent Activity
| Client | Document | Status | Date |
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Documents
Manage client trust and will documents
Total Documents
0
In Preparation
0
Completed
0
All Documents
| Client | Document Type | Created | Status | Actions |
|---|
Clients
Manage your client database
Total Clients
0
Active (In Progress)
0
Paid Clients
0
All Clients
| Name | Documents | Status | Last Active | |
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Payments
View payment history and transactions
Total Payments
0
Total Revenue
$0
Avg. Order Value
$0
Payment History
| Client | Package | Amount | Date | Status |
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Settings
Configure your admin dashboard
Account Information
Quick Links
Stripe Sync
Sync payment data from Stripe to update amounts and dates for existing payments.
Abandoned Cart Reminders
Send reminder emails to clients who started a form but haven't paid. Runs automatically every hour, or click to send now.