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Silver Crest Law Staff Portal
Staff
Directory
Add Staff Member
Full Name
Email
Role
Lawyer
Law Clerk
Legal Administrative Assistant
Student
Assigned to Lawyer
— None —
Add Member
Change Passwords
⚠️ These passwords are stored in code. After changing, update the staff-portal.html file and redeploy.
Your New Password (Shreyas)
Kayla's New Password
Heather's New Password
How to Change Passwords
Task
Manager
Assign, track, and filter tasks by matter and priority
Add New Task
Task Description
Assigned To
Matter Number
Client Name
Priority
Urgent
High
Normal
Low
Status
Not Started
In Progress
Awaiting Client
Completed
Due Date
Add Task
All Assignees
All Priorities
Urgent
High
Normal
Low
All Statuses
Not Started
In Progress
Awaiting Client
Completed
Client
Files
Active matters with notes log and file management
Add Client File
Client / File Name
Matter Number
Practice Area
Criminal
Family Law
Real Estate
Civil Litigation
Business Law
Wills & Estates
Employment Law
Mortgage Enforcement
Other
Status
Active
Closed
On Hold
Risk Flag
Green — Normal
Yellow — Attention
Red — Urgent
Key Date (court, closing, deadline)
Details
Add Client File
AI Client
Intake Agent
Four agents run simultaneously — no API key required. Ctrl+Enter to run.
🖨 Print / PDF
Client Full Legal Name
*
Second Client
(optional — joint retainer)
Client Address
*
Area of Law
*
— Select area of law —
Administrative & Regulatory Law
Bankruptcy & Insolvency
Business Consulting
Civil Litigation
Condominium Law
Construction Law
Corporate & Commercial Law
Criminal Law
Employment Law
Environmental Law
Estate Planning & Administration
Family Law
Human Rights Law
Immigration Law
Insurance Law
Intellectual Property
Landlord & Tenant Law
Mortgage & Lending
Municipal Law
Real Estate Law
Securities & Capital Markets
Tax Law
Wills & Powers of Attorney
Other
Initial Retainer Amount
*
Matter Description
*
(plain language)
⚡
Generate Documents
Open Standalone ↗
← Back to Client Files
File Closing Documents
🖨 Print / PDF
Closing Context
Outcome / Resolution Summary
Receiving Counsel (leave blank if no transfer)
📜
Generate 4 Closing Documents
Confirm
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