Dashboard
Operational queues for client submissions, dispatches, reminders, and notifications.
Pending submissions
0
Awaiting staff review
Dispatch confirmations
0
No outstanding confirmations
Upcoming birthdays
0
Next 30 days
Failed notifications
0
SMS queue is clean
Recent document activity
Ready for data| Client | Document | Status | Received |
|---|---|---|---|
| No live submissions yet
Client portal uploads will appear here after implementation. | |||
Reminder timeline
Birthday reminders
Generated from directors, shareholders, key contacts, and staff dates.
Client updates
SMS and in-app notifications will be queued here.