Case Bridge
Cases synced across intake, CRM, and case management systems
| Client | Case Type | Status | Source → Destination | Sync | Owner | Updated | Action |
|---|---|---|---|---|---|---|---|
| Sarah Johnston | Car Accident | Active | Intake WebsiteFilevine-style CMS | Synced | Alex Morgan | 2m ago | — |
| Robert Bowen | Car Accident | Active | Intake WebsiteNeos-style CMS | Pending | Alex Morgan | 15m ago | — |
| Jennifer Wilson | Medical Malpractice | Attorney Review | Lead Docket-style CRMFilevine-style CMS | Failed | Priya Shah | 1h ago | |
| Mike Davies | Slip and Fall | Qualified | Intake WebsiteLead Docket-style CRM | Duplicate | Casey Lin | 2h ago | |
| Amanda Traynor | Car Accident | Retainer Sent | Lead Docket-style CRMNeos-style CMS | Synced | Alex Morgan | 3h ago | — |
| David Marceau | Wrongful Death | Contacted | Dialpad-style PhoneLead Docket-style CRM | Needs Review | Casey Lin | 4h ago | |
| Christopher Lee | Truck Accident | Attorney Review | Lead Docket-style CRMFilevine-style CMS | Synced | Casey Lin | 6h ago | — |
| Michelle Garcia | Medical Malpractice | Qualified | Intake WebsiteNeos-style CMS | Failed | Priya Shah | 8h ago | |
| Daniel Lewis | Car Accident | Retainer Sent | Lead Docket-style CRMFilevine-style CMS | Pending | Alex Morgan | 1d ago | — |
| Brian King | Car Accident | Signed | Intake WebsiteFilevine-style CMS | Synced | Alex Morgan | 3d ago | — |
| Nicole Young | Truck Accident | Signed | Referral FormNeos-style CMS | Synced | Casey Lin | 4d ago | — |
| Kevin Scott | Wrongful Death | Signed | Lead Docket-style CRMFilevine-style CMS | Needs Review | Priya Shah | 5d ago |