Fletchers Dashboard
High-fidelity mockup — Fletchers Accountants Ltd · Desktop at 1440px
10 screens · Staff app + Client portal
Authentication
Screen 1
Staff Login
Microsoft SSO sign-in. Brand panel with firm stats, staff-access notice.
Staff
Staff App — Core screens
HERO
Screen 2
Focus Dashboard
Staff daily view. Today / Overdue / Coming Up job bands, records digest, time logger, team messages.
Hero screen
Screen 3
Client Record
Full client view: jobs & stages, correspondence, documents, debtor status, portal activity. Tab navigation.
Staff
Screen 4
Records & Chasing
Outstanding records table with chase leniency levels. Email generator, supplier statement reconciliation.
Staff
Screen 5
Debtors & Billing
Aged debt table with visual age bars and on-stop toggles. Billing checks: unbilled jobs, unconfirmed invoices, fee reviews.
Staff
HERO
Screen 6
Management Dashboard
Partner view. Quick assets grid, KPI tiles, WIP vs billing SVG chart, per-client recovery bars, staff productivity table.
Hero screen
Screen 7
Timesheet Capture
Modal over focus dashboard. Smart suggestions, start/end time, today's log table, weekly progress bar.
Modal overlay
Screen 6b
Workflow & Allocation
Capacity board per fee-earner. Blocked/over-budget job states, auto-create affordance, table view toggle.
Staff
Onboarding & Client Portal
Screen 8
New-Client Onboarding
Guided tick-sheet for Ltd company path. 5/12 steps complete. Handover-safe state, blocked step detection, owner assigned.
Staff
JA
Screen 9
Client Portal
External-facing. Warmer, lighter than staff app. Drag-and-drop upload, outstanding requests, documents, pay-now balance, messages.
Client-facing
Fletchers Accountants Ltd
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Internal practice-management dashboard · High-fidelity mockup · 10 screens
Desktop · 1440px · DESIGN.md v1