Welcome back

Here’s what’s happening across the practice today.

New enquiries — awaiting first response

Applications — in pipeline

Handled — approved / closed

This month — total submissions

Recent activity

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All contact-form submissions. Mark as handled once you’ve replied.

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Formal client applications submitted via the portal.

No applications yet.

Approved enquiries you’ve converted to active clients.

No clients yet — convert handled enquiries to add them here.

Internal to-do list. Stored locally to your browser for now.

Upload and share documents with clients. Coming next.

Document storage will activate once server-side snippets are enabled on the host. For now, use the Media Library in WP Admin.

Open Media Library

Portal configuration and quick links.

Hub post ID: 95

API endpoint: /wp-json/wp/v2/comments

Storage: Submissions stored as comments on the hidden Enquiry Hub page.