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Client account
You're signing up as a client. You'll be able to track your case, share documents, and stay in touch with your legal team.
What you can do
Upload documents, sign agreements, message your attorney, track your case progress, and make payments.
FirmHarrington & Cole LLP
AttorneyMarcus Webb
Case typeImmigration — I-485 Adjustment of Status
Case refORV-2026-0131
Case statusIn progress
Welcome, Aisha
Your account is ready. Here's a summary of what's waiting for you.
NameAisha Patel
Emailaisha.patel@email.com
Case refORV-2026-0131
AttorneyMarcus Webb
Attorney account
You're signing up as a licensed attorney. You'll have full case access and override authority within your firm.
What attorneys can do
Override intake gates, approve case filings, assign staff and contractors, and access all firm matters.
Immigration
Family law
Business
Estate planning
You're all set, Marcus
Review your details below before accessing your dashboard.
NameMarcus Webb
Emailmarcus.webb@harringtoncole.com
FirmHarrington & Cole LLP
Bar numberNY-2847391
Practice areasImmigration, Family law
Paralegal account
You're signing up as a paralegal or legal assistant. You'll have access to your assigned cases and workflow tasks.
What paralegals can do
Complete certified workflow steps, review client questionnaires, prepare documents, and submit work to supervising attorneys.
Immigration
Family law
Business
Estate planning
You're all set, Sofia
Review your details below before accessing your dashboard.
NameSofia Reyes
Emailsofia.reyes@harringtoncole.com
FirmHarrington & Cole LLP
Supervising attorneyMarcus Webb
CertificationsImmigration, Family law
Registration successful
Welcome to Oravanti. Your account workspace is being created.
Ov
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Advanced free trial5 days left
Dashboard
Chen & Associates LLP — firm overview
Overview
Pipeline
Activity
Priority alerts
5
RFE received — Chen Immigration matterResponse due in 14 days · I-485 AOS
2h ago
Staff certification expiringYemi Okafor — I-130 recertification due
Today
3 leads awaiting conflict checkAssigned to Sandra Adeyemi for review
Yesterday
New policy alert — USCIS processing updateI-485 average processing time revised
1d ago
Invoice overdue — Okonkwo matter$3,200 outstanding — 7 days overdue
2d ago
View all alerts →
Intake pipelineActive leads by stage
Lead inboxAwaiting review
4
Conflict checkAttorney review pending
3
QuestionnaireSent, awaiting completion
2
Fee agreementSent for eSignature
1
Case openingReady to open
2
Go to intake pipeline →
Recent mattersLast 5 opened or updated
Amara ChenI-485 AOS
Active
Yemi Okafor
James OkonkwoI-130
RFE
Sandra Adeyemi
Maria SantosN-400
Active
Yemi Okafor
David KimH-1B
Pending
Unassigned
Aisha PatelI-589 Asylum
Active
Sandra Adeyemi
View all matters →
Staff snapshotActive staff and certification status
SA
Sandra AdeyemiAttorney
Active
YO
Yemi OkaforParalegal
Active
RB
Ruth BabatundeCase manager
On leave
JM
James MartinezContractor
Assigned
AO
Ayo OseiParalegal
Recertify
Manage staff →
Module coming soon
This section is under construction
Intake pipeline
Manage leads from first contact to active case
1
Lead inbox4 leads
2
Conflict check3 leads
3
Questionnaire2 leads
4
Consultation2 leads
5
Case opening2 cases
Lead inbox
Conflict check
Questionnaire
Consultation & notes
Case opening
4 leads
Name
Contact
Practice area interest
Source
Received
Action
Amara Chen
Client portal
Full name
Amara Chen
Email
amara.chen@email.com
Phone
+1 (555) 012-3456
Practice area interest
Immigration
Source
Client portal
Received
June 2, 2026 — 9:41 AM
Situation summary
My spouse and I are applying for a green card. We have been married for 3 years and he is a U.S. citizen.
Move this lead to
All leads must pass a conflict of interest check (ABA Rules 1.7 and 1.9) before any engagement. Attorney review required.
2 questionnaires sent
2 consultations in progress
2 cases ready to open
Retainers confirmed
CRM & leads
Full pipeline from first contact to active client
4
New leads
3
Conflict check
2
Questionnaire
5
Prospective
48
Active clients
Pipeline
Conversion metrics
Education flywheel
Archived leads
62 records
Client / Lead
Practice area
Stage
Source
Assigned to
Last activity
Action
Showing 14 of 62 records
...
Performance overview
Total leads received62↑ 14 from previous period
Lead to client rate48%↑ 6% from previous period
Avg days lead to case11d↓ 3 days improvement
Revenue from conversions$84,400This period
Pipeline funnel
New leads
62 (100%)
↓ 21 dropped
Conflict clear
41 (66%)
↓ 13 dropped
Questionnaire
28 (45%)
↓ 9 dropped
Fee agreement
19 (31%)
↓ 11 converted
Active client
30 (48%)
Conversion by practice area
Only showing active practice areas
Leads by source
Client portal
28 (45%)
Education flywheel
18 (29%)
Referral
10 (16%)
Phone enquiry
4 (6%)
Walk-in
2 (3%)
Education flywheel performance18 leads received from the education platform this period. 9 converted to active clients — a 50% conversion rate, significantly above the firm average of 48%.
50%
flywheel conversion
Education platform leadsThese leads discovered Oravanti through the free legal education platform and were routed to your firm based on their practice area interest. They tend to convert at a higher rate because they arrive already informed.
10 leads
Name / Email
Practice area
Education completed completed
Assigned to
Received
Action
Free tier
Legal basics, rights, banking, housing
7 leads43% to active client
Tier 2
Business formation, credit building
6 leads50% to active client
Tier 3
Investment, EB-5 / E-2 pathways
5 leads60% to active client
Declined (conflict)8ABA conflict of interest
Unresponsive14No response after 3 reminders
Withdrawn6Client withdrew enquiry
28 archived
Name / Email
Practice area
Archive reason
Archived by
Archive date
Action
Archived leads are retained for 24 months in compliance with ABA recordkeeping guidelines. Conflict-of-interest declines are logged permanently in the audit trail.
Amara Chen
New lead
Overview
Activity
Notes
Email
amara.chen@email.com
Phone
+1 (555) 012-3456
Practice area
Immigration
Source
Client portal
Assigned to
Unassigned
Language
English, Mandarin
Lead received date
June 2, 2026 — 9:41 AM
Situation summary
My spouse and I are applying for a green card. We have been married for 3 years and he is a U.S. citizen.
Pipeline stage
New
Conflict
Quest
Fee App
Active
Quick actions
Conflict check cleared
2 days ago
Questionnaire sent
2 days ago
Lead reviewed by Sandra Adeyemi
3 days ago
Lead received via client portal
4 days ago
No notes yet
Cases
All active and closed matters across your practice areas
22 matters
Matter
Filing type
Stage
Assigned to
Deadline
Status
Action
Aisha Patel
ORV-2026-0131Immigration
I-485 Adjustment of Status
Interview scheduled
Sandra Adeyemi
Jun 22, 2026
Interview
Amara Chen 2 matters
ORV-2026-0142Immigration
I-485 Adjustment of Status
USCIS review
Yemi Okafor
—
Active
Amara Chen 2 matters
ORV-2026-0143Immigration
I-765 Employment Authorization
Filed
Yemi Okafor
—
Filed
Carlos Rivera 2 matters
ORV-2026-0128Family law
Child Custody
Court review
Ayo Osei
Jul 5, 2026
Active
Carlos Rivera 2 matters
ORV-2026-0129Family law
Child Support
Court review
Ayo Osei
Jul 10, 2026
Active
Chioma Okafor
ORV-2026-0064Family law
Child Custody
Decision received
Ayo Osei
—
Closed
Daniel Park
ORV-2026-0068Immigration
N-400 Naturalization
Decision received
Yemi Okafor
—
Closed
David Kim
ORV-2026-0135Immigration
H-1B Specialty Occupation
Filed
Sandra Adeyemi
—
Filed
Emeka Eze
ORV-2026-0087Immigration
I-589 Asylum
Response due
Sandra Adeyemi
Jun 14, 2026
RFE
Fatima Diallo
ORV-2026-0021Family law
Spousal Support
Decision received
Ayo Osei
—
Closed
Ibrahim Al-Amin
ORV-2026-0076Immigration
DACA Renewal
Response due
Ruth Babatunde
Jun 16, 2026
RFE
James Okonkwo
ORV-2026-0139Immigration
I-130 Petition for Alien Relative
Response due
Ruth Babatunde
Jun 17, 2026
RFE
Jennifer Liu
ORV-2025-0332Family law
Divorce — Uncontested
Final decree issued
Ayo Osei
—
Closed
Kenji Tanaka
ORV-2026-0133Immigration
I-130 Petition for Alien Relative
Intake
Yemi Okafor
—
Pending
Lin Wei
ORV-2026-0124Immigration
EB-5 Investor
Forms preparation
Ruth Babatunde
—
Active
Maria Santos
ORV-2026-0138Family law
Divorce — Uncontested
Forms preparation
Ayo Osei
Jun 28, 2026
Active
Michael Torres
ORV-2025-0289Immigration
N-400 Naturalization
Oath ceremony completed
Yemi Okafor
—
Closed
Roberto Morales 2 matters
ORV-2026-0118Immigration
N-400 Naturalization
Interview scheduled
Yemi Okafor
Jun 30, 2026
Interview
Roberto Morales 2 matters
ORV-2026-0031Immigration
I-131 Travel Document
USCIS review
Yemi Okafor
—
Active
Samuel Adekunle
ORV-2025-0198Immigration
I-485 AOS
Green card received
Yemi Okafor
—
Closed
Sofia Reyes
ORV-2026-0094Family law
Protective Order (TRO)
Response due
Ayo Osei
Jun 10, 2026
RFE
Thomas Wright
ORV-2026-0047Immigration
I-130 Petition for Alien Relative
Decision received
Ruth Babatunde
—
Closed
Showing 22 of 22 matters
12
·
Matters:
Policy alerts
Automated daily monitoring — USCIS, EOIR, State Dept, DOL
For walk-ins, phone enquiries, or referrals that came directly to the firm.
First name
Last name
Email address
Phone number
Practice area interestNo practice areas active — go to Settings
Source
Situation summary
Overview
Certifications
Activity
Overview
Members
Activity
Transition to staff
Add this contractor as a permanent staff member
··★
Contractor record
Pre-filled from contractor specialty
active matters at a time
This note will appear on the staff profile as a transition record.
Ov
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MW
Harrington & Cole LLP
Attorney
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Needs review2
RFE & urgent
Closed
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Advanced free trial5 days left
Dashboard
Harrington & Cole LLP — attorney view
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Harrington & Cole LLP
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Need help?
Contact your supervising attorney or visit the help center.
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Harrington & Cole LLP — paralegal view
Ov
My case
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AP
Harrington & Cole LLP
Client
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My case
ORV-2026-0131 — Aisha Patel
AP
Aisha Patel
Client
ClientHarrington & Cole LLP
aisha.patel@email.com
RA
Rachel Abubakar
Managing partner
Firm admin
Harrington & Cole LLP
r.abubakar@harringtoncole.com
MW
Marcus Webb
Licensed attorney
AttorneyHarrington & Cole LLP
marcus.webb@harringtoncole.com
SR
Sofia Reyes
Paralegal
ParalegalHarrington & Cole LLP
sofia.reyes@harringtoncole.com
Schedule consultation
Step 1 of 3 — Lead details
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Option 1
Option 2
Option 3
Add paralegals or staff who need to attend.
Review consultation details
Review your details above before confirming.
Consultation fee
Charge consultation fee
Default set in firm settings
Fee amount
$
per session
A payment link will be included in the
client confirmation email. Payment goes
to the firm's operating account.
Conflict detected
A potential conflict of interest was found
Conflict summary
The lead or an associated party has been identified in an existing or prior matter that may represent a conflict under ABA Rules 1.7 or 1.9. Proceeding requires attorney override with documented justification.
Proceeding with a flagged conflict may violate ABA Model Rules 1.7 and 1.9. The override reason will be logged to the case timeline and cannot be deleted.
This reason will be permanently logged to the case record and the firm audit trail.
Instant consultation
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Select to get started
Attorney phone — shared with client
+1 (212) 555-0183
Only attorneys marked as available now.
This client is not in the system. After the consultation you can mark it as completed — a questionnaire will be sent to their email and their record will be added to the intake pipeline automatically.
A conflict check is required before proceeding. Enter the client details above first.
Attorney phone — shared with client
+1 (212) 555-0183
Consultation summary
Mark as emergency consultation
Applies an emergency rate multiplier to the consultation fee
Multiplier:
x
Standard fee: $150 → Emergency fee: $300
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Fee amount
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Conflict override on record
Mark consultation as completed
Review what will happen before confirming. These actions cannot be undone.
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The following will happen on confirm:
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Questionnaire added to intake pipeline
The client's questionnaire record will appear in the Questionnaire page of the intake pipeline with status "Awaiting response."
Consultation logged to pipeline
Today's consultation will be transmitted to the Consultation & notes page of the intake pipeline with status "Completed."
Client added to lead inbox
will be created as a new lead in the Lead inbox with their case type and consultation date pre-filled.
Fee agreement preview—
Harrington & Cole LLP
350 Fifth Avenue, Suite 4100 · New York, NY 10118
T: (212) 555-0190 · hello@harringtoncole.com
Legal services agreement
Retainer & fee agreement
Document ref
FA-2026-0011
Date prepared
Law firm (service provider)
Harrington & Cole LLP
350 Fifth Avenue, Suite 4100
New York, NY 10118
Attorney: —
Client (service recipient)
—
Matter type: —
Practice area: —
Scope of representation
Harrington & Cole LLP agrees to provide legal representation in the matter identified above. Services include preparation and filing of all applicable forms, correspondence with relevant government agencies, and legal advice throughout the proceedings. This agreement does not cover appeals, removal proceedings, or matters outside the stated matter type unless a separate written agreement is executed.
Attorney fees
Description
Amount
Legal services
$0.00
Consultation fee credit
-$150.00
Government & filing fees
Trust account (IOLTA)
Description
Amount
No government fees added
Other costs & disbursements
Operating account
Description
Amount
Account allocation
Operating account
$0.00
Attorney fees + disbursements
Trust account (IOLTA)
$0.00
Government & filing fees
Total
$0.00
All fees and costs
Contingency fee arrangement
33.3% of settlement or judgment
No upfront attorney fees. The firm is compensated only upon successful resolution.
Upfront cost to client$0.00
Fee on recovery33.3% of recovery
CoversAttorney fees
If case is lostClient owes nothing
Settlement example (illustrative)
Gross settlement / judgment
$100,000.00
Attorney fee deduction
- $33,300.00
Costs & disbursements
- $0.00
Client receives
$66,700.00
Based on the hypothetical entered in Step 3. Actual amounts will vary.
Advanced case costs
Deducted from recovery
Description
Estimated amount
No case costs added
This contingency fee arrangement is governed by ABA Model Rule 1.5(c). The agreement is in writing and sets out the method by which the fee is to be determined, including the percentage(s) that shall accrue to the lawyer in the event of settlement, trial, or appeal. Attorney has confirmed ABA compliance.
Payment terms
The total amount is due in full upon signing this agreement. Payment may be made by ACH bank transfer, credit card (3% processing fee applies), or certified check payable to Harrington & Cole LLP.
Consultation fee credit — $150.00
A consultation fee of $150.00 paid prior to this engagement has been credited and deducted from the attorney fees due. The net amount payable reflects this credit.
Terms & conditions
1. This agreement constitutes the entire understanding between the parties regarding legal representation in the matter stated above.
2. Either party may terminate this agreement upon written notice. Client remains responsible for fees incurred prior to termination.
3. Harrington & Cole LLP maintains professional liability insurance as required by New York State bar rules.
4. Disputes arising from this agreement shall be resolved by binding arbitration under the AAA Commercial Rules in New York County.
5. This agreement is governed by the laws of the State of New York.
Client signature
—
Date: ___________________
Attorney signature
—
Date: ___________________
This document is generated by Oravanti and presented for review before dispatch. It has not yet been signed or sent to the client. All figures are estimates pending attorney review.