Cases
334 matters · Northgate Legal LLP
| Client / Matter | Phase | Attorney | Case manager | Last activity | Opened |
|---|---|---|---|---|---|
AR Rivera, Alex MVA · #PI-100482 | Pre-Litigation | A. Castellano | Jordan Avery | Today | Apr 27, 2025 |
BK Brooks, Kira MVA · #PI-101257 | Litigation — Complaint | A. Castellano | Jordan Avery | Today | May 6, 2025 |
PD Patel, Dev Premises · #PI-100836 | Pre-Litigation | A. Castellano | Jordan Avery | Today | Apr 2, 2025 |
WL Walsh, Lena MVA · #PI-105994 | Intake | A. Castellano | Jordan Avery | Today | Nov 13, 2025 |
TM Tran, Mei Med-Pkg · #PI-100558 | Pre-Litigation | A. Castellano | Jordan Avery | Today | Apr 28, 2025 |
CJ Cole, Jamie MVA · #PI-106278 | Pre-Litigation | A. Castellano | Jordan Avery | Today | May 17, 2026 |
EC Ellis, Cora MVA · #PI-100221 | Pre-Litigation | A. Castellano | Jordan Avery | Today | Apr 23, 2025 |
NS Nguyen, Sam Premises · #PI-103067 | Case Stayed | A. Castellano | Jordan Avery | Today | Sep 9, 2025 |
PK Park, Kevin MVA · #PI-102423 | Settlement | A. Castellano | Jordan Avery | Today | Dec 31, 2024 |
MJ Morgan, Jess MVA · #PI-100722 | Pre-Litigation | A. Castellano | Jordan Avery | Tuesday | Dec 18, 2025 |
What changed vs. Filevine: one calm table on warm paper instead of dense blue rows; matter type + ID read together under the name; phases use the earth-tone status system (amber = pre-lit, terracotta = contested, forest = settled, neutral = stayed) instead of color-less text; avatars follow a fixed 6-tone palette, not random neon. New: a working “Date opened” filter — try a preset or a custom From/To range and the table + count update live.
MJ
Morgan, Jess
#PI-100722
📞 (555) 010-0722
✉ jess.morgan@example.com
Activity
Signed Statement re. Non-Employment Status added
3:14 PM
Call completed — client follow-up
May 11
Email received — IME scheduling, def. carrier
May 9
Note: SEND MVAC OUT — have SM do it when she's back 6/23
May 9
Statement for Signature generated
Apr 27
Intake completed — matter opened
Dec 18
No items of this type yet.
What changed vs. Filevine: in their app the Notes tab was full of “new document uploaded” events — two unrelated things in one stream. Here each event has one type, and the tabs are mutually exclusive: open Notes and you see only notes. Documents live in their own section (left nav) and in the Documents tab — never mixed into Notes. Click the tabs above to see it.
Tasks
265 open · assigned to me
⚠ Overdue · 6
HJ
Follow-Up — send records request, confirm by FridayHayes, Jordan · #PI-100809
3 days lateQM
Client ContactQuinn, Morgan · #PI-101606
OverdueSR
Client ContactStone, Riley · #PI-101749
OverdueMA
Client Contact / Confirm email with clientMills, Avery · #PI-101744
OverdueJV
Client ContactJensen, Val · #PI-101739
OverdueDue today · 3
RL
Client ContactReed, Logan · #PI-101746
TodayFN
Follow-UpFoster, Noa · #PI-101742
TodayNext 7 days · 14
CC
Confirm treatment records receivedCarter, Chris · #PI-100989
ThuEC
Send demand package draft for reviewEllis, Cora · #PI-100221
FriWhat changed vs. Filevine: 265 identical red "Overdue" rows became grouped buckets (Overdue / Today / Next 7 days) with a count on each, so you triage by urgency instead of scrolling a wall of red. Each task carries the client + matter ID and a single calm status pill — terracotta for late, amber for due, neutral for upcoming.