Tasks & SLAs
Your queue, SLA breaches and the escalation rules that keep work moving.
Overdue
3 tasks
Call new divorce enquiry within SLA
Fiona Sutcliffe · Family Law · Daniel Reeve
Chase ID & AML documents
David Radcliffe · Conveyancing · Tom Whitfield
Rebook no-show consultation
Karen Lomax · Family Law · Priya Shah
Today
4 tasks
Send conveyancing quote
Robert Ingram · Conveyancing · Amira Hassan
Consult prep: financial disclosure
Susan Merton · Family Law · Priya Shah
Probate → Lifetime Planning call
Michael Naylor · Lifetime Planning · Grace Okafor
Send instruction pack
Linda Ottway · Probate & Estate Administration · Tom Whitfield
This Week
4 tasks
Quote follow-up (day 7)
Paul Quennell · Conveyancing · Amira Hassan
Annual legal check-in
Patricia Vance · Lifetime Planning · Grace Okafor
Request Google review
Mark Wetherby · Conveyancing · Sophie Bennett
Referral thank-you & gift
Naylor & Co · Dispute Resolution · Sophie Bennett
SLA breaches
Requiring escalation
Fiona Sutcliffe
Call new divorce enquiry within SLA
David Radcliffe
Chase ID & AML documents
Karen Lomax
Rebook no-show consultation
Escalation rules
Automated safety net
New enquiry not contacted in 15 minutes
Escalate to Intake Manager
Quote sent, no instruction in 7 days
Create follow-up call task
Consult no-show
Create rebook task + send rebook link
SLA breach on urgent matter
Notify Partner immediately