Good Morning, Admin 👋
Revenue Overview
Monthly billing (₹)
Lead Funnel
Task Status
⚡ Recent Activities
📋 Upcoming Tasks
⏰ Compliance Deadlines
💼 Top Clients by Revenue
⚖️ Matters by Stage
Clients
🔍
| Client | Company | PAN / GSTIN | Industry | Manager | Revenue | Services | Status | Last Contact | Actions |
|---|
Client Detail
Leads & Pipeline
🔍
Legal Matters
Case lifecycle management for advocates
Matter Stages
All Matters
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| Matter | Client | Type | Court | Advocate | Next Hearing | Stage | Actions |
|---|
Tasks & Jobs
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Compliance Tracker
GST · TDS · ROC · IT · FEMA · PF · ESI · MCA Deadlines
🔍
| Compliance | Type | Client | Period | Due Date | Days Left | Assigned To | Status | Action |
|---|
Document Management
📁
Drop files here or click to upload
PDF, DOC, XLS, JPG — up to 50MB
🔍
| Document | Client | Type | Linked Task | Uploaded | Expiry | Size | Version | Actions |
|---|
Timesheet & Attendance
Track billable hours and team attendance
📅 Monthly Attendance — December 2024
● Present● Absent● Half Day● Future
⏱ Billable Hours This Month
Time Log Entries
| Employee | Client | Task | Date | Start | End | Hours | Billable | Status |
|---|
Billing & Invoices
🔍
| Invoice # | Client | Services | Amount | GST | Total | Due Date | Status | Actions |
|---|
Invoice
Receipts & Retainer
Payments received and retainer agreements
| Receipt # | Client | Against Invoice | Amount | Mode | Date | Reference |
|---|
Expenses
Office and client-related expense tracking
| Description | Category | Client | Amount | Date | Billable | Status |
|---|
Activities & Communications
All client interactions in one place
Team & HR
Reports & Analytics
Data-driven insights for your firm
Settings
Configure your Sartthi workspace
📲 Call Center
Click-to-call, call logs, IVR & team telephony via Exotel / Knowlarity
Softphone — Online
00:00:00
📥 Incoming Queue
0No incoming calls
👥 Agent Status