Monday, April 20, 2026 · Sarah Mitchell
3
Appointments Today
2
Tasks Due Today
8
My Clients
24
Calls This Month
💬 Actions fire SMS automatically. Cancel a booking before calling if you plan to handle it manually — this stops the auto-SMS from firing.
Your Schedule Today
Marcus Thompson
10:00 AM · Auto Accident consult
Scheduled
Jennifer Liu
2:00 PM · Slip and fall consult
Scheduled
Robert Chen
4:00 PM · Premises liability review
Scheduled
Tasks Due Today
Request medical records for Jennifer Liu consultDue today · Assigned by James Harrison
Pending
▶
Follow up with Marcus Thompson re: ER recordsDue today · In progress
In Progress
4
Upcoming
18
Completed
1
No-Shows
1
Rescheduled
💬 Automated SMS actions:
Cancelling queues a cancellation SMS. Rescheduling sends a booking link. Marking no-show starts the follow-up timer. Marking complete triggers the review request SMS if automation is on. Cancel pending SMS before handling manually.
My Bookings
| Client | Date | Time | Status | Actions |
|---|---|---|---|---|
| Marcus Thompson (404) 555-0211 | Apr 20 | 10:00 AM | Scheduled | |
| Jennifer Liu (770) 555-0198 | Apr 20 | 2:00 PM | Scheduled | |
| Robert Chen (404) 555-0589 | Apr 20 | 4:00 PM | Scheduled | |
| Sandra Lee (678) 555-0301 | Apr 14 | 9:00 AM | Completed | |
| Kevin James (770) 555-0490 | Apr 13 | 3:00 PM | No-Show | Follow-up SMS sent |
My Clients
8 assigned to you
Clients assigned to you by the manager or captured by AVA and routed to your queue. Use the stage dropdown to move them forward. Click a name to open their full profile.
| Name | Case Type | Phone | Stage | Added |
|---|---|---|---|---|
| Marcus Thompson | Auto Accident | (404) 555-0211 | Apr 19 | |
| Jennifer Liu | Slip and Fall | (770) 555-0198 | Apr 18 | |
| David Rodriguez | Workplace Injury | (404) 555-0445 | Apr 17 | |
| Tamara Wilson | Auto Accident | (404) 555-0312 | Apr 16 | |
| Robert Chen | Premises Liability | (404) 555-0589 | Apr 15 | |
| Sandra Lee | Workplace Injury | (678) 555-0301 | Apr 12 |
My Calls
24 this month
Calls handled by AVA that were assigned to you or involved your clients. Flag calls that need follow-up.
| Caller | Time | Duration | Outcome | Actions |
|---|---|---|---|---|
| Marcus Thompson (404) 555-0211 | Apr 19, 10:14 AM | 4m 32s | Lead Captured | |
| Jennifer Liu (770) 555-0198 | Apr 18, 2:45 PM | 6m 18s | Appt Booked | |
| David Rodriguez (404) 555-0445 | Apr 18, 11:30 AM | 5m 04s | Lead Captured | |
| Tamara Wilson (404) 555-0312 | Apr 16, 1:00 PM | 5m 12s | Lead Captured | |
| Sandra Lee (678) 555-0301 | Apr 14, 9:15 AM | 3m 48s | Appt Booked |
My Tasks
Request medical records for Jennifer LiuAssigned by James Harrison · Due Apr 20
Pending▶
Follow up with Marcus Thompson re: ER recordsAssigned by Sarah Mitchell · Due Apr 20
In ProgressReview Tamara Wilson intake notes before decision meetingSelf-assigned · Due Apr 22
Pending✓
Send onboarding email to Robert ChenCompleted Apr 15
CompleteTeam Messages
Notes from your manager and teammates. Post updates, questions, or progress reports here for the whole team to see.
Reminder — follow up with all April no-shows by end of week. Kevin James and Angela Foster still haven't rescheduled.
Apr 17, 11:00 AM
Jennifer Liu's file is ready for the Apr 20 consultation. Reviewed the ER report — auto accident looks strong, full liability on the other driver.
Apr 19, 9:30 AM
Intake form for David Rodriguez complete. Medical records from Grady received and uploaded to shared folder.
Apr 18, 3:15 PM
34
Calls This Period
6
Bookings
82%
Completion Rate
14%
No-Show Rate
Performance Breakdown
Consultations completed
9
Review requests sent
7
Positive review responses
5
No-shows
1
Tasks completed
4
Average call handled (AVA)
4m 52s
My Information
This information appears in booking confirmations and team messages. Keep it accurate.
Calendly Setup
AVA sends your Calendly link to qualified callers when booking an appointment. Paste your personal scheduling link below so clients can book directly with you.
✓
Scheduling link connected
calendly.com/sarah-mitchell/30min
What's Coming
New features coming to your employee dashboard. Let us know which ones would help your workflow most.
📋 Smart Task Suggestions
Coming SoonAfter every AVA call, the system suggests follow-up tasks based on what the caller said — request records, schedule callback, send intake form. One click to add to your task list.
📄 Pre-Consultation Brief
Coming SoonBefore each consultation, receive a one-page summary of the client's intake answers, case type, and any notes from AVA so you walk in prepared every time.
📱 Client Text from Dashboard
Coming SoonSend a quick SMS to a client directly from their profile without leaving the dashboard. Confirmation, follow-up, or check-in — all tracked in the client record.
📈 My Performance Insights
Coming SoonA plain-language weekly summary of your personal performance — completion rate, no-show trends, review responses — with one specific action to improve this week.