Admin Back Office

the EnS Case File — Savi & Esther · Accident matter. This is where everything is at.

People on case

1 admin · 2 principals

Overall complete

31%

across all areas

Documents in

3 offline / emailed

Outstanding

items being chased

Needs you

approvals pending

Where everything is at

Case status at a glance

Per-person progress, and every area of the file. Hover any area to see what's in and what's still needed.

🟢 On track🟡 In progress⚪ Not started ↥ Hover a tile for details

People & access

Person	Role	Progress	Last active	Private items	Actions

Per-person back office: each person logs in and sees their own space — their file, their documents, their settings — via their ⚙ My back office button (top-right). As Admin, you can open anyone's back office from the table above.

Reports — on demand

Who can pull which report

Report	Admin	Navigator	Principal	Counsel	Observer
Per-person summary	✓ all	✓ all	own	—	—
Case status overview	✓	✓	shared	shared	shared
Outstanding items	✓ all	✓ all	own	—	—
Documents index	✓ all	✓ all	own+shared	shared+counsel	shared
Change history / audit	✓	✓	own	—	—