COTINGENCY
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OS
or
Ratify
One card per meeting — the system's suggestions are pre-filled; fix what's wrong, confirm the rest←/→ moves between pages · ⊘ marks not-an-opportunity (0 stars) · ✕ removes an incorrect one
Follow-ups
Waiting on Them
Partners Due
Tier cadence 30/60/90/180 days (LTN = 180) — any email, meeting, or logged touch resets the clock. Referrals earn a thank-you + 30-day grace.
Opportunities Going Stale
Identified 7d · Introduced/Scheduled 3d · In-Progress 7d without activity
Clients
7-day advisor-communication SLA on open matters. Client logins show here but never reset the clock.
Speaking Engagements
Debriefs
Contacts
Opportunities
Deal Pipeline
drag a card to move it between stagesMatters
Grouped by matter status · changing status drives the engagement automationsProjects
Tasks
Pending Contacts
People the syncs found — you decide who becomes a contactPartners
Business Development
Meeting Pace
Calendar
Activities
Grouped by status — click a row to edit
Not Pursuing
Deliberate no's — with the rationale and what would change our mind