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Northstar Immigration · Demo
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Agency operations, sales pipeline, counsel and finance
Good morning, Alex
Here is what needs attention across the demo workspace.
Clients
34
All client records
Active
18
Applications in progress
Waiting Client
4
Client action needed
With Lawyer
7
Assigned legal work
At IRCC
5
Submitted / processing
Approved
11
Successful outcomes
Needs your attention
Priority work queues
Overdue tasks
2 items across 2 files
Waiting for review
3 submissions ready
Client action
4 document requests
Unassigned files
1 new matter
Today & next
Upcoming
Express Entry consultation
10:30 · Emma Carter
Study permit document deadline
Tomorrow · Noah Wilson
Spousal sponsorship review
Aug 24 · Amina Rahman
Sales
Lead & estimate pipeline
New
8
Consulted
6
Estimate
5
Accepted
4
Converted
4
Team
Counsel workload
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